If you're using a conventional investment advisor, you're buying at retail. This affects the price you pay, the quality you get, the expertise you find and the selection you're offered. Would you like to escape this trap? There is a way.
Connor, Clark & Lunn Private Capital (CC&L) is a High Net Worth investment counselling firm. Here, you get the advantages of dealing directly with a manufacturer.
The Connor, Clark & Lunn Financial Group manages money for over 175 institutions, 80 foundations, and 1,700 High Net Worth families. Clients include the six major banks and the Canada Pension Plan. That's reassuring.
CC&L gives you direct access to a broader set of investment choices across traditional and alternative asset classes (including private equity, real estate, and infrastructure investments). Many alternative asset classes provide more attractive risk/return profiles than the public markets which move at the whim of emotional investors. Why not explore what's possible when you deal directly with an investment firm that only deals with millionaires?
Clients who most benefit have $1,000,000 of investable assets. This group includes successful entrepreneurs, wealthy families and generous donors.
Michael G Flux
Mike is a Vice President and Partner of Connor, Clark & Lunn Private Capital. He has invested heavily in himself by earning his MBA, CFA, CIM and CFP. You'll have difficulty finding investment advisors with this level of expertise and commitment to learning. Mike also has a solid understanding of how to meld investments with life insurance for superior results. That's also rare.
Since there's no extra charge for Mike's extra expertise, do consider using his services.
- LinkedIn profile
- website: Connor, Clark & Lunn
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