Guardian Partners Inc.

Recently, on a beautiful September day, Guardian Partners was honoured to be a returning sponsor of the annual UniversalCare Canada Inc. Strides for Seniors event. This year, Strides for Seniors raised a record breaking amount of over $1.6 million for York Region’s First Residential Respite Dementia Care Centre. Over the past 4 years, they have raised over $3.1 million for senior-centric programs in the York, Toronto and Peel regions. We encourage you to learn more about UniversalCare Canada and participate in their event next year!

Guardian Capital Advisors and Guardian Partners Inc. were delighted to host the Guardian Women™ fall book event in downtown Toronto earlier this month.   At the event, guests received copies of two books – My Mother’s Daughter and Starter Dog by Rona Maynard, an award-winning journalist who had a successful career as Editor in Chief of Chatelaine Magazine. We were honoured that Rona could join us to autograph her books. She and Guardian Capital Advisor’s Micha H. Choi, CFA, CFP, Client Portfolio Manager, also lead an inspiring and entertaining fireside chat. Rona showed us that embracing it all and going against the ‘norm’ leads to joy and fulfillment.   Visit the Guardian Women™ website to stay informed about future events and updates: https://lnkd.in/g6y-NNX4

What an event! In early October, Guardian partnered with Graphite Ventures and EY Canada to lead a panel discussion catered to tech entrepreneurs planning a liquidity event. Leading the discussion was Guardian Partners Head of Private Wealth, Anthony J Messina, who was joined by Guardian Partners Vice President, Investment Counsellor, Andrew Dimock, CFA, and EY Canada’s Tax Strategist, Ameer Abdulla. An engaging discussion was had, and many thanks to the audience for attending and actively participating throughout.

Cozying up for fall(ing policy rates)? The US Federal Reserve joined the ranks of the Bank of Canada, European Central Bank, and Bank of England (and central banks for other Developed Markets and a host of Emerging Markets) in September in cutting its policy interest rate. Find the latest market insights in our Q3 2024 Commentary: https://lnkd.in/ddE_Wj38

Long-term care centers are a vital resource to Ontario’s growing senior population and their families.   North York General Hospital (NYGH) and North York General Foundation (NYGF) have an ambitious plan to develop and enhance long-term care in the North York community. Guardian Capital Advisors LP's Erik Brandt and Doug Farley sat down with Seanna Millar, President and CEO of NYGF, Dr. Everton Gooden, President and CEO of NYGH, and Rudy Dahdal, Vice President, Planning, Redevelopment & Clinical Support of NYGH to learn about this initiative and how philanthropy will play a key role in bringing it to life.   Read their insightful discussion in the latest edition of Amplify, Guardian’s endowment services magazine: https://lnkd.in/gcQCKwYt

With recent strength in equity markets, many charities, foundations, and endowments have seen an increase in the value of their investment assets. This is welcome news as it bolsters funding capacity and, consequently, the ability of these organizations to provide much-needed support for the communities served. Yet, it is important to remember that proper risk management is needed to ensure charitable organizations are in a good position to navigate inevitable equity market downturns.   In the latest edition of Amplify, Guardian’s endowment services magazine, we explore how charities can manage sequence of return risk as they meet their annual disbursement quota.   Read the article: https://lnkd.in/gcQCKwYt

Check out the tenth edition of Amplify, Guardian’s endowment services magazine.   In this edition, you will find an exclusive interview with the leadership team of North York General Hospital and North York General Foundation on the development of their vital long-term care center.   Plus, our colleagues at Carters Professional Corporation illustrate how charities and not-for-profits could be impacted by the proposed 2024 Federal Budget changes. We also dig into how charities can structure their investment portfolios to protect against sequence of return risk.   Read the magazine: https://lnkd.in/gcQCKwYt

Guardian Women™ takes the West Coast! Guardian Capital Advisors LP and Guardian Partners Inc. were thrilled to introduce Guardian Women™ to our clients and friends in Vancouver. Our first gathering in Vancouver was an intimate and memorable luncheon at the Shaughnessy Restaurant in VanDusen Botanical Gardens followed by a visit to the wonderful floral installations of Fleurs de Villes. Micha H. Choi, CFA, CFP, Client Portfolio Manager, and Sasha Evans, CFA, PFP, CIM, Associate Client Portfolio Manager, led an inspiring discussion about transforming women’s relationships with investing and their financial future. We are excited to expand the Guardian Women™ community and offer an environment where women are empowered through knowledge and confidence! Visit the Guardian Women™ website to stay informed on upcoming events: https://lnkd.in/g6y-NNX4

“July 2, 2024 marks the first official day of this new partnership – the beginning of this new journey for both firms. We are thankful to join Guardian, an organization that shares our culture and values in protecting our clients’ assets – and we are truly excited for our bright future together!” In the following video, Sterling Capital Management CEO Scott Haenni, J.D., M.B.A., Guardian Capital Group Limited President & CEO George Mavroudis, FCPA, FCA, and CEO of Guardian Capital U.S. Asset Management Barry Gordon discuss what this acquisition means for the future of both of our firms. https://lnkd.in/ehQ2RGGe #SterlingCapitalManagement #GuardianCapitalGroupLimited

We are pleased to announce that Guardian Capital Group Limited (Guardian) has completed its acquisition of Sterling Capital Management LLC (Sterling). All of us welcome Sterling to Guardian!