The investment industry has grown nicely overtime and many investment managers have built solid businesses with very good performance for their clients. However, the industry as a whole remains very fragmented and is comprised of many boutique firms. While being a boutique is part of their appeal, it does create some challenges in terms of growth and ultimately succession planning for the business owners. Our approach is to preserve the boutique appeal and independence while creating a strong distribution and succession plan for the boutique owners.
Our management team has a lengthy track record of success with expertise in Investment Management, Distribution, and Marketing. All with a focus of enhancing revenue opportunities for LPCP Partner firms.Learn More About Our Management Team
Our Board of Directors compliments the management team’s expertise with some of Canada’s best business minds.Learn More About Our Board of Directors