"We follow a simple maxim in how we work – we sit on the same side of the table as our clients. The changing markets, evolving legislation and growing challenges of managing a foundation or non-profit requires a partnership approach to enable long-term success."

Anthony Messina, Head of Private Wealth, Guardian Capital Advisors LP

Guardian offers a number of specialized investment mandates and strategies to support the aims of your Investment Policy Statement, the underlying pathway to managing your charitable foundation. Click here for more information on the solutions and mandates available.

Our Charity and Foundations Team are located across the country and have a breadth of knowledge and global experience that they use to build relationships centred exclusively on their clients’ needs. We invite you to contact our team through the links below.