CC&L Private Capital investment professionals answer to the very highest standards in the industry. We have an established culture of compliance and strict governance. And, as is customary, portfolio assets are held in safekeeping with a separate organization, normally a major trust company.

We take great pains to construct and confirm the optimum portfolio to achieve client goals. We make sure that the advisors involved in managing your wealth understand the benchmarks established and how we intend to deliver consistent returns year after year.

We will record all of this in a Statement of Investment Policy—the road map that guides all involved in managing your affairs—signed and agreed to by the client and their counsellor. We will follow the guidelines established, actively analyze and manage the changes in all key financial markets and facilitate communication with other significant advisors to ensure that the investment plan takes optimal advantage of all relevant tax benefits.

We make it easy for clients to access information about their portfolios and provide them with a choice of what makes it simplest for them. Clients can view their portfolios on our website 24 hours a day and review our comprehensive plain-language quarterly statement online or choose to receive a copy by mail. And, of course, they can contact their personal counsellor directly.