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

4 past transactions

Sterling Capital Management

Acquisition in 2024
Sterling Capital Management is a financial services firm founded in 1970 and headquartered in Charlotte, North Carolina. The company specializes in investment management services, catering to a diverse clientele that includes mutual funds, corporate entities, public institutions, healthcare organizations, endowments, foundations, insurance companies, and high-net-worth individuals. With a focus on delivering tailored investment solutions, Sterling Capital Management has established itself as a prominent player in the industry, providing comprehensive advisory services to meet the unique needs of its varied clients.

Q-Free ASA

Acquisition in 2023
Q-Free ASA is a leading supplier of intelligent transportation system products and solutions, headquartered in Trondheim, Norway. Founded in 1984 as Micro Design, the company initially focused on electronic toll collection systems but has since expanded its offerings significantly. Q-Free provides a wide range of products, including tolling solutions, parking access control software, traffic detection and counting systems, and advanced traffic management tools. Its portfolio also includes systems for monitoring journey times, weather, and air quality, as well as services for local and centralized traffic control. The company is committed to enhancing transportation efficiency and safety worldwide through innovative technology and comprehensive service and maintenance options.

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.

Alta Capital Management

Acquisition in 2018
Alta Capital Management LLC is a privately owned investment manager based in Salt Lake City, Utah, with additional offices in California and Virginia. Founded in 1981, the firm primarily serves individuals, including high net worth clients, as well as a diverse range of institutional investors such as pension plans, charitable organizations, and government entities. Alta Capital specializes in managing separate client-focused equity portfolios and launching equity mutual funds, primarily investing in growth stocks across various market capitalizations, with a focus on companies valued above $200 million. The firm employs a bottom-up stock picking approach, utilizing fundamental analysis and external research to inform its investment decisions. Alta Capital benchmarks its equity portfolio performance against the S&P 500 Index, emphasizing long-term investment strategies and risk protection for its clients. The firm operates as a subsidiary of Guardian Capital Group Limited.
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