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Supporting foundations

Photo of James Capling

James Capling

Senior Vice President


“Our experience working with institutional investors means we understand their unique needs. We work closely with our institutional clients to provide customized solutions to meet their investment and spending goals, and deliver a superior level of support and client service.”

At CC&L Private Capital, we understand the needs of foundations, endowments, First Nations, trusts and other institutional investors.

We have gained valuable experience and insight from a long history of helping our not-for-profit clients meet their investment and funding objectives.

Many of our senior staff have gained insight and experience working with the Connor, Clark & Lunn Foundation and volunteering in the community and on foundation boards. This allows us to share ideas on goals, from funding and governance to gifting strategies. This experience has helped us to shape our own ideas and will allow us to provide solutions and strategies to meet the complex needs of your organization.

Our guiding principles are based on the belief that our clients, no matter how large or small, come first. We will listen carefully to clearly understand your organization’s investment needs, and engage in an honest dialogue about risk tolerance and appropriate investment solutions. For us, it’s all about building a relationship with you by fostering trust and confidence.

As an outcome-oriented firm focused on providing customized investment management products and services to achieve each client’s unique objectives, our experienced teams reach beyond traditional asset classes, allowing your organization to access alternative assets that have become increasingly popular among large institutions and pension plans in recent years: commercial real estate, infrastructure, private loans and private equity2.

CC&L Private Capital can work with Canada Gives to help individuals and families create and easily manage a family foundation structure that meets their own philanthropic goals.

If you would like to find out more, our experienced investment professionals welcome the opportunity to discuss how we can help you.

2 Connor, Clark & Lunn Private Capital Ltd. has an administrative services agreement with Banyan Capital Partners, a division of Connor, Clark & Lunn Financial Group Ltd., to provide Connor, Clark & Lunn Private Capital Ltd. clients with opportunities to participate in various private equity investments created and structured by Banyan Capital Partners. However, Connor, Clark & Lunn Private Capital Ltd. does not act as investment manager to the client in respect of any investment by the client in such investments and Connor, Clark & Lunn Private Capital Ltd. does not make any suitability recommendations or give any investment advice for such investments. Connor, Clark & Lunn Private Capital Ltd. encourages all clients to review and consider all of the information provided by Banyan Capital Partners in respect of any private equity investment and to consult with their independent financial, legal and tax advisors before making an investment decision.

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