Everything Financial has a relationship with a number of Wealth Management Companies that oversee and design our clients’ investment portfolios. Each Management Company has a particular expertise which meets the needs of a specific investor. The sole responsibility of the Management Company is to work with Everything Financial to create the best investment portfolio which will result in maximum growth of our clients’ money.
Each Portfolio Management Company has been hand selected and vetted to ensure they meet the expectations and standards that Everything Financial upholds. Having a company whose sole responsibility is to manage our clients’ investments and maximize their returns, allows our Everything Financial Advisors to use the Omni Formula to create a Full Financial Plan to achieve financial independence and security.
Connor, Clark & Lunn Private Capital Ltd. is one of the largest, independent and privately held discretionary investment counsellors in Canada, helping clients achieve their unique financial goals while providing exemplary service. The firm was founded over twenty years ago with a vision to give private clients access to the discipline and talent afforded to institutional pension clients. Since then, more and more Canadian individuals, families, Indigenous communities, not-for-profits and charitable foundations have trusted Connor, Clark & Lunn Private Capital Ltd. to steward their wealth.