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About us

Photo of Chris Bellefeuille

Chris Bellefeuille

Vice President


“Our business is built on providing clients with an investment strategy that meets their specific portfolio objectives. We do this by using our robust platform of complimentary asset class solutions together with a commitment to clear, concise and personal communication by a dedicated investment professional.”

CC&L Private Capital is a discretionary investment counsellor managing portfolios for high net worth individuals, foundations, endowments and First Nations across Canada.

Help to reach your financial goals

We will take time to listen to you and understand exactly your financial goals. Our experienced and dedicated team of investment professionals will then provide you with a personalized, tax-efficient portfolio, supported with on-going, high-quality advice given in a straightforward, plain speaking and empathetic manner.

As an outcome-oriented firm, CC&L Private Capital will work closely with you to ensure your investment plans have the flexibility to anticipate and meet changing market conditions and your personal situation.

Together we're stronger

Multi-asset diversification, incorporating traditional and alternative asset classes, is the cornerstone of our investment process. Uniquely, we are able to bring together Connor, Clark & Lunn Financial Group Ltd.'s ten independent investment management teams.

Each team manages a distinct asset class and adheres to its own focused investment process, ensuring consistency over time and diversification by region, style and sector. This allows us to implement portfolio strategies using a flexible yet disciplined approach to asset allocation, which can help you achieve your desired outcomes with minimum risk.

Client satisfaction

As a privately owned company founded in 1997, CC&L Private Capital's independence means that our sole focus is on client satisfaction. We expect that our clear commitment to your financial success will lead to your trust in working with us to preserve and build your wealth. CC&L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd., one of Canada's leading investment management firms whose affiliated teams manage  in assets.

EY Entrepreneur of the Year 2017 Finalist

Connor, Clark & Lunn Private Capital was a finalist in the prestigious EY Entrepreneur Of The Year 2017 Pacific Awards program for the Investment Services category.

 
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