Capabilities / Specialty services
We specialize in complexity.
The successes and challenges of life and business ebb and flow. You can rely on our expertise to provide solutions and smooth the way ahead.
We take a holistic approach to address your complex wealth management needs.
Guardian Women™
Transforming the investment journey for women.
Guardian Women™ is a joint initiative of Guardian Capital Advisors and our affiliate Guardian Partners Inc. to foster the exchange of ideas and meaningful connections between women inspired to take control of their financial futures.
Through our interactive events, we provide innovative pathways to expanding knowledge about various financial topics, providing content and experiences with women in mind.
Business owner services
Investing for your business.
Taking care of your financial future is about more than your personal goals. As a business owner you know it is equally important to be prepared for all contingencies. Our client portfolio managers offer the resources you need to make investment decisions that are unique to your business.
Guardian Endowment Services
Building legacies together.
We are closely engaged with, and an advocate of the not-for-profit (NFP) community through our Endowment Services offering, which provides specialized investment strategies to align with your IPS.
Our client portfolio managers have a breadth of knowledge and experience acquired through managing portfolios during global market cycles, evolving legislation and the enduring challenges facing endowments, foundations, and NFPs. We tailor our advice to the needs of your charity, to not only inform your decision-making around investment management, donor relations and disbursement management, but also to enhance the impact and long-term success of your charity.
Bi-annually, we publish Amplify, a nationally distributed magazine curated to showcase organizations, trends and topics relevant to the NFP space.
Amplify
Guardian Endowment Services Magazine
Guardian Endowment Services
Let us show you how we can help you build your legacy
Guardian Pro Services
Investment solutions for athletes.
To sustain your hard-earned wealth throughout your lifetime, we work with your agent, financial advisor, and other specialist advisors, to help you achieve your goals for financial success. Your best interests are at the heart of our service offering to you.
We offer Guardian Pro Services to Canadian athletes, contracted to teams in either Canada or the United States (and temporarily to Europe on a limited basis). Regardless of whether you relocate due to a trade, or move to a different league, we offer continuity of our services to you.
Working with professionals
Tap into a wealth of knowledge.
While your key point of contact will always remain with your client portfolio manager, there may be occasions when you need specialized advice. We have access to highly experienced professionals – including lawyers, financial planners, accountants, and real estate advisors – from whom we seek counsel or refer you, depending on your situation.
Referring Advisor Program
Tailored solutions for independent advisors.
With over 25 years of experience partnering with referral advisors (RAs), Guardian Capital Advisors offers a well-established referral program that meets its high standards to benefit the client. Partnering with Guardian Capital Advisors provides RAs access to well-respected portfolio management services, complementing their offerings for high-net-worth clients. Additional benefits include ongoing communication with experienced investment professionals and participation in client meetings.