As private wealth managers, Guardian Capital Advisors has distinguished ourselves by providing unparalleled levels of individual care.

From managing the individual financial needs of our private clients to overseeing their trusts, estates and foundations, each dedicated Portfolio Manager remains involved in every facet of a client's financial affairs. Depending on individual needs, this can include a breadth of services such as financial planning, portfolio development, optimizing tax liabilities, estate planning and much more.

A Personalized Portfolio Manager. The foundation of a successful portfolio is a profound understanding of a client's many financial profiles - from income requirements and tax concerns to investment preferences and risk tolerances. Therefore, every client works directly with a dedicated Portfolio Manager to develop, oversee and continually review their portfolio and wealth management needs.

Transparent and Streamlined Fee Reporting. As innovators in wealth management systems, we provide clients with transparent, easy to understand reporting that eliminates hidden fees, and provides convenient reports for cost-effective year-end accounting. This includes online statements and quarterly consolidated reports.

A Network of Strategic Partners. As a member of Guardian Capital Group, one of Canada's largest and most established financial companies, we provide clients with a broad network of related financial services through our affiliates worldwide. This includes accountants, estate planners, as well institutional banking and offshore banking through our partner companies.