Connor, Clark & Lunn Investment Management home
Who We Are
 
 
 
About Us An overview of our organization
History Historical time line of CC&L Investment Management
People Team structure, personnel and biographies
Corporate Brochure Access our corporate brochure
CC&L in the Community CC&L’s involvement with charitable and professional organizations
Affiliated Companies Access our affiliates
What We Do
 
 
 
Expertise Information about our experience and capabilities
Investment Approach Our approach to investment management, research, opportunities and risk
Investment Strategies Details about the investment services we offer
Client Services Our approach and commitment to servicing our clients
Responsible Investing Our approach to Responsible Investing
Connecting needs
with solutions

Client Services

We are committed to delivering the highest standards of service to our clients. Our goal is to establish a customized client service plan for every client focused on understanding what each client values and why they value it, what they want us to communicate to them and how they want it communicated.

As a CC&L client, you will be entitled to:

  • Industry-leading client service: CC&L clients have the benefit of one of the most comprehensive levels of client service in the industry delivered by a dedicated Client Solutions Team specialist.
  • Non-investment alpha: We further strengthen client relationships by sharing our ideas and research insights on a variety of investment topics through client publications, seminars and one-on-one meetings
  • Convenient access: Access to research, publications and details on your account is conveniently available on-line, 24 hours a day. Through our secure client website, you can easily find:
    • Portfolio Valuations
    • Account Statements and Reports
    • Investment Information
    • Performance Details
    • Governance and Compliance Documents
      …. and more!

For more information about services available to you as a CC&L client, please contact Phil Cotterill.

Phil Cotterill Image
Phil
Cotterill
Head of Client Solutions

Contact us

Vancouver

604-685-2020

Toronto

416-862-2020

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