Guardian Capital LP |
Commerce Court W., Suite 3100, P.O. Box 201, Toronto, Ontario M5L 1E8 Canada; phone: 416-364-8341; fax: 416-364-9634; www.guardiancapitallp.com |
Dollars are in U.S. millions. |
Total assets managed worldwide | $13,934 |
Total worldwide institutional | $9,030 |
Total domestic/U.S. client assets | $13,934 |
Total tax-exempt assets | $7,188 |
Total institutional tax-exempt | $7,188 |
Internally managed | $7,188 |
Asset mix: |
Canadian equity | 78% |
Other equity | 2% |
Fixed income | 20% |
Internal institutional tax-exempt assets in: |
Domestic/U.S. equity, active | $5,622 |
Foreign equity, active | $6 |
REITs | $80 |
Domestic/U.S. bond, active | $1,432 |
High-yield bonds | $11 |
Active domestic/U.S. equity strategies: |
Growth |
Broad market | $2,004 |
Core |
Large cap | $3,425 |
Small cap | $193 |
Fixed-income strategies: |
Core | $991 |
Worldwide mutual fund assets | $4,905 |
Defined contribution assets: |
Total | $43 |
Internally managed | $43 |
The parent is Guardian Capital Group Ltd. |
Nadi Naderi is client contact. |