Guardian Capital Group

Guardian Capital Group is a Canada-based diversified financial services firm that serves the wealth management needs of institutional and private clients. It operates through three segments: Investment Management, Financial Advisory, and Corporate Activities and Investments. Investment Management provides Separately Managed Accounts and Unified Managed Accounts and offers solutions across domestic and global equities, fixed income and balanced strategies, earning management fees from clients. Financial Advisory comprises an insurance managing general agency, a mutual fund dealer, and a securities dealer. Corporate Activities and Investments manages the company’s securities holdings and supports corporate management and development. The firm operates in Canada, the United Kingdom, the United States and other regions, with most revenue derived from Canadian operations.

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 is a financial services firm and investment manager based in Salt Lake City, Utah, with additional offices in Larkspur, California and Glen Allen, Virginia. Founded in 1981, the firm provides investment management services to individuals and businesses and acts as a registered investment adviser. It specializes in concentrated equity portfolios drawn from high-quality growth stocks across all market capitalizations, employing a bottom-up fundamental approach and supplementing internal research with external sources. The firm manages equity portfolios and equity mutual funds and invests primarily in United States public equities, benchmarking performance against the S&P 500. Its client base includes individuals, high net worth individuals, investment companies, pension and profit-sharing plans, endowments and foundations, and other institutions. Alta Capital Management operates as a subsidiary of Guardian Capital Group.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.