Guardian Capital LP |
Commerce Court W., Suite 3100, PO Box 201, Toronto, Ontario M5L 1E8 Canada; phone: 416-947-3706; fax: 416-364-9634; www.guardiancapitallp.com |
Dollars are in U.S. millions. |
Total assets managed worldwide | $15,112 |
Total worldwide institutional | $9,818 |
Total domestic/U.S. assets | $15,112 |
Total tax-exempt assets | $8,371 |
Total institutional tax-exempt | $8,371 |
Passed to external managers | $16 |
Internally managed | $8,355 |
Asset mix: |
Canadian equity | 79% |
Fixed income | 20% |
Other | 1% |
Internal institutional tax-exempt assets in: |
Domestic/U.S. equity, active | $6,612 |
REITs | $58 |
Domestic/U.S. bond, active | $1,639 |
High-yield bonds | $14 |
Active domestic/U.S. equity strategies: |
Growth |
Broad market | $2,000 |
Core | |
Large cap | $4,433 |
Small cap | $177 |
Domestic/U.S. fixed-income strategies: |
Core | $1,110 |
Other | $542 |
Defined contribution assets: |
Total | $36 |
Internally managed | $36 |
The parent is Guardian Capital Group Ltd. |
Nadi Naderi is client contact. |