Investment approach

At CC&L Investment Management, our primary
goal is to provide leading performance and service
to our clients.

We strive to achieve this goal by creating an environment where our people are enthusiastic and highly motivated about what they do, and work in a culture where ideas are encouraged and shared. We work closely with our clients to understand their objectives ensuring our investment solutions are aligned with their needs.

The depth of our investment teams and breadth of our organization has fostered an environment of innovation. We are proud of the reputation we have developed for helping clients to structure unique investment solutions to meet their objectives.


At CC&L Investment Management, each of our investment teams is
focused on assessing investment opportunity and risk. We follow a
disciplined approach to investment research and portfolio management
based on rigorous financial, economic and fundamental company
tenants, and incorporating leading-edge proprietary risk models
and management tools.

Research is closely integrated with portfolio management at CC&L Investment Management. We employ dedicated research teams that are focused on developing and enhancing structured approaches to adding value in the financial markets.


The vast majority of our research is generated in-house by an experienced group of industry veterans. All of the key investment professionals are business owners.


As one of the largest independently owned investment management firms in
Canada, CC&L Investment Management believes that we have a responsibility to
advocate for the integrity of capital markets and to work collaboratively with like-
minded investors on initiatives that will enhance the investment outcomes for our

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CC&L Investment Management Ltd.
September 8th, 2022