Guardian Capital

Guardian Capital Group Limited is a Canada-based financial services company. The Company serves the wealth management needs of a range of clients. It operates through three segments: institutional and private wealth investment management; financial advisory, which includes an insurance managing general agency (MGA), a mutual fund dealer and a securities dealer (together, the Dealers), and corporate activities and investments. The Company's service areas include institutional investment management, private wealth management, financial advisory services, mutual fund dealership, securities dealership, managing general agency and private banking. It provides Separately Managed Accounts (SMA) and Unified Managed Accounts (UMA) investment management solutions. It offers solutions that span the asset class spectrum, including domestic and global equities, fixed income and balanced strategies

Ashleigh Currie

Vice President

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 established in 1981, with its headquarters in Salt Lake City, Utah, and additional offices in Larkspur, California, and Glen Allen, Virginia. The firm specializes in providing asset management services to a diverse clientele, including individuals, high net worth individuals, corporations, charitable organizations, and government entities. Alta Capital Management focuses on managing separate client-oriented equity portfolios and launching equity mutual funds, primarily investing in the public equity markets of the United States. The firm employs a bottom-up stock picking approach using fundamental analysis, targeting growth stocks across various market capitalizations, with a particular emphasis on large-cap stocks. To enhance its investment strategies, the firm utilizes external research alongside its in-house analysis and benchmarks its performance against the S&P 500 Index. As a subsidiary of Guardian Capital Group Limited, Alta Capital Management is committed to long-term investment horizons and risk protection for its clients.
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.