Guardian Capital Group Ltd.

Guardian Capital Group Ltd.

Guardian Capital Group Ltd.

Date Founded



Commerce Court West,199 Bay Street,Suite 3100,Toronto, ON M5L 1E8

Type of Company


Employees (Worldwide)



Investment Services & Portfolio Management
Retail & Commercial Banking

Company Description

Guardian Capital Group Ltd. engages in the provision of financial services. It operates through the following segments: Investment Management, Financial Advisory, and Corporate Activities and Investments. The Investment Management segment includes the earning of management fees relating to investment management services provided to clients. The Financial Advisory segment involves the earning of commissions from the sale of life insurance products, mutual funds and other securities, and the continuing service commissions related to these products. The Corporate Activities and Investments segment relates to the investment of the firm’s securities holdings, as well as company management and development activities. The company was founded by Norman Short, Ralph Horner, and Alan Grieve on January 18, 1962 and is headquartered in Toronto, Canada.

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Executives & Employees

President & Chief Executive Officer

Chief Financial Officer

Senior Vice President & Chief Compliance Officer

Head of Institutional Asset Management

Head of Wealth Management & Head of Technology

Managing Director, Head of Canadian Retail Asset Management

Managing Director & Head of Canadian Retail Asset Management of Guardian Capital LP

Vice President & Controller, Guardian LP & Guardian Capital Advisors LP

Director & Senior Vice President, Strategic Planning & Development

Senior Vice President & Secretary

Board of Directors

Former President & Chief Executive Officer at J.U.M. Capital, Inc.

Member, Board of Directors at Guardian Capital Group Ltd.

Fund Advisor at Portland Investment Counsel, Inc.

President & Chief Executive Officer at Guardian Capital LP

Vice Chairman at Novartis Corporation

Vice Chairman at Ontario Labour Relations Board

President at Minic Investments Ltd.

Former Deputy Chief Executive Officer at National Bank of Greece

Former Chairman & Chief Executive Officer at Guardian Group of Funds Ltd.

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Owners & Shareholders
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QV focuses on long-term ownership of sustainable businesses that are able to compound growth over the long-term while minimizing the risk of loss. The firm applies a disciplined, consistent approach across all investment strategies. Reasonable value and portfolio enhancement form the basis of their equity selection. They identify and purchase companies with attractive valuations, proven track records and sustainable business models. QV select bonds from quality issuers that demonstrate an ability and willingness to uphold good credit standing. Diversification by issuer, sector and term help minimize risk and achieve stability, liquidity and a positive total return over a long-investment horizon. All investment decisions are supported by their own independent research and analysis.

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Pembroke Management manages US and Canadian equity mandates which aims to realize long-term capital appreciation primarily through investment in a portfolio of common shares and other equity securities of predominantly small to medium size capitalization issuers that generally exhibit the potential to achieve above-average long-term earnings or revenue growth. They may also manage portfolios that are North American in scope. Cash reserves of Pembroke’s portfolios may sometimes be invested in high-grade short-term interest-bearing securities. The firm does not currently hedge its portfolios against fluctuations in currencies. Pembroke Management’s equity mandates are suitable for clients who are seeking long-term growth of their capital. The investment analysis for their equity mandates is based on a bottom-up assessment of company-specific factors. The firm seeks to make investments principally in companies that have the prospect to create wealth over a three to five-year period, the firm will trade securities based on factors such as the market environment, valuation, industry fundamentals, and company-specific developments.

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Laurus Investment Counsel, Inc. is a Canadian private company located in Toronto, ON. The firm provides investment advice. It was founded in 2014 by Christopher William Page and Linda Marie Lebrun. Christopher William Page has been the CEO since the company founding.The company says this about itself: Founded in 2014, Laurus Investment Counsel is a leading Canadian independent asset management firm, providing portfolio management expertise in high-quality, wealth-creating public equities globally. With over CAD $700 million assets under management, the Firm delivers distinctive investment management capabilities in small and mid-cap equity investments with a focus on providing long term sustainable growth to discerning fiduciaries in the institutional and foundation markets in Canada.

Recent Transactions
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Guardian Capital Group Ltd. purchases Alta Capital Management LLC

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Guardian Capital Group Ltd., IDC Worldsource Insurance Network, Inc. purchase First Prairie Financial, Inc.

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Guardian Capital Group Ltd. purchases Guardcap Asset Management Ltd. from Zephyr Management LP

Transaction Advisors
Legal Advisor

Advised onGuardian Capital Group Ltd. purchases Alta Capital Management LLC

Investment Advisor

Advised onBank of Montreal purchases Guardian Group of Funds Ltd. from Guardian Capital Group Ltd.


Advised onBank of Montreal purchases Guardian Group of Funds Ltd. from Guardian Capital Group Ltd.

Advisors & Consultants
Legal Advisor

Partner at Gowling Lafleur Henderson LLP

Key Stats and Financials As of 2019
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Three Year Compounded Annual Growth Rate Of Revenue
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Managing Member at Agincourt Capital Management LLC

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Director & Portfolio Manager at Agincourt Capital Management LLC

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Chief Investment Officer, Managing Director & Portfolio Manager at Agincourt Capital Management LLC

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