Wealth management with you in mind.
Who we are
Trusted advisors for over three decades.
Guardian Capital Advisors’ defining capability for over three decades has been to provide discretionary portfolio management services to high-net-worth individuals and families, corporations, not-for-profits, charitable organizations and trust accounts. We understand the importance of developing investment solutions that reflect your evolving and diverse phases of life.
Our client portfolio managers build powerful, professional relationships with clients; they share their expertise to help realize your vision for the future.
Our process
Your financial journey will be as unique as you are.
Our job is to listen, learn, and collaborate with you to create a personalized pathway to your wealth goals, starting with a deep understanding of your risk tolerance, liquidity needs, and time horizon.
Our services
Private Wealth Management solutions for every stage of your financial journey.
Offering personalized discretionary portfolio management services, tailored to your needs, through both segregated and pooled investment vehicles.
Planning services
To best serve your needs, our client portfolio managers follow a rigorous process that includes a comprehensive analysis of your financial situation and the development of a wealth plan to address your short- and long-term goals.
Specialty services
More wealth brings more challenges requiring more complex solutions to sustain and grow capital. We take a holistic approach that reflects your unique circumstances, lifestyle and business interests.
