BEUTEL, GOODMAN & COMPANY LTD.

RIASEC RegisteredEst. 2005

Total AUM

$36.1B

Discretionary

$29.1B

81% of AUM

Avg account

$19.6M

Accounts

1,847

Employees

128

Advisory reps

Firm details

Headquarters: toronto ont,
CRD number: 135829
Registered since: June 14, 2005
Website: www.beutelgoodman.com
Custodians: RBC ROYAL BANK, CIBC WORLD MARKETS CORP.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans33.01%
Corporations / Businesses19.31%
Other Investment Advisers15.85%
State / Municipal Government9.57%
HNWI8.75%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Beutel, Goodman & Company Ltd. is a corporation registered with the SEC since 2005 that provides portfolio management across a mix of individual, family and institutional clients. The firm charges a combination of percentage-of-AUM and fixed fees and lists advisory responsibilities that span individual and small-business portfolios, investment companies, pooled investment vehicles and institutional accounts. Ownership is noted as a mix of foreign entity and individual ownership. Beutel, Goodman identifies as an active ESG investor and participates in broader industry roles beyond pure advisory — including broker-dealer activity and functioning as sponsor/GP and CPO/CTA for pooled vehicles.