Guardian Capital

Guardian Capital Group Limited is a diversified financial services company based in Canada, specializing in wealth management for a diverse clientele. The company operates through three primary segments: investment management, wealth management, and corporate activities and investments. Its investment management segment generates the majority of revenue by providing management services for institutional and private clients. Guardian Capital offers a range of financial advisory services, which include mutual fund and securities dealerships, as well as an insurance managing general agency. The firm also provides various investment management solutions such as Separately Managed Accounts and Unified Managed Accounts, covering a broad spectrum of asset classes, including domestic and global equities, fixed income, and balanced strategies.

Ashleigh Currie

Vice President

Barry Gordon

Managing Director and Head of Retail Asset Management

Brian Holland

Senior Vice President

Patrick Poulin

Vice President of Investment Services

Donald Yi

CFO

1 past transactions

ModernAdvisor

Acquisition in 2020
ModernAdvisor is an online investment management firm that enables users to build personalized investment portfolios. The company charges a transparent management fee and builds diversified portfolios using ETFs. The company complements expert investment insights with proprietary algorithms and an interactive website to bring low-cost investment management to Canada. ModernAdvisor was founded in 2013 and is based in Vancouver, British Columbia.
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