GUARDIAN PARTNERS INC.
Firm details
- Headquarters
- TORONTO ONTARIO,
- CRD number
- 324189
- Registered since
- November 21, 2024
- Custodians
- INDEPENDENT BANK, CIBC WORLD MARKETS CORP.
- Fee structure
- Percentage of AUM
- Client types
- HNWI40.76%
- Corporations / Businesses26.36%
- Individuals21.33%
- Pooled Investment Vehicles9.51%
- Charitable Organizations0.82%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Guardian Partners Inc. is an independent, corporation-structured registered investment adviser that positions itself as a capital allocator for both individuals/families and institutional clients. The firm is SEC-registered as of 2024 and charges fees based on a percentage of assets under management. Its advisory activities include discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, institutional portfolio management, and the selection of other advisers. Guardian Partners also maintains affiliated industry roles such as broker-dealer relationships, banking or trust affiliations, insurance company ties, and functions as a sponsor or GP of pooled vehicles. The firm is not identified as an active ESG investor and does not present itself as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Private Funds32%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents7%
- Public Funds/Mutual Funds1%
Owners & executives
3 of 3DONALD YI
Chief Financial OfficerCRD 6473842
FRANCIS MERCURI
Chief Financial OfficerCRD 7791965
MARGO FORSTER PAZIENZA
Chief Compliance OfficerCRD 7686648
Contacts
3 of 10ANDREW CHRISTODOULOU
Managing DirectorCRD 6049704
MATTHEW TURNER
Managing Director, General CounselCRD 5551034
ANTHONY MESSINA
Managing Director & Head of Private Wealth ManagementCRD 6777506
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$97.6M in ETFs
99%
$96.8M
1%
$781K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI ACWI ETF (ACWI) | BlackRock | Passive | Global Large Stock Blend | $22.9M | 165,370 | 23.45% |
Location
TORONTO ONTARIO, null
Location
TORONTO ONTARIO, null
Headquartered in TORONTO ONTARIO, null.
- Address
- Commerce Ct W 199 Bay St
- Office locations
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