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Building 2BEUTEL, GOODMAN & COMPANY LTD.

Map pinTORONTO, ONT.
Phone416-485-1010
NotebookSEC #801-64420
Total AUM
$36.1B
Employees
128
Clients
1,847

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
20 EGLINTON AVENUE WEST
SUITE 2000
TORONTO, ONT.
M4R 1K8
Canada
Operating Hours
8:30 AM TO 5:00PM
Monday - Friday
Phone
416-485-1010

ReceiptFinancials

Total AUM
$36.1B
Accounts
1,847
Discretionary
$29.1B
Accounts
1,765
Non-Discretionary
$7B
Accounts
82

ContactClients

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HNW Individual Clients
1,480
AUM
$3.2B
Investment Company Clients
1
AUM
$1.3B
Pension/Profit Sharing Plan Clients
155
AUM
$11.9B
Charitable Organization Clients
34
AUM
$1B
Government Entity Clients
22
AUM
$3.5B
Investment Advisor Clients
47
AUM
$5.7B
Insurance Company Clients
9
AUM
$1.3B
Corporation or Business Clients
82
AUM
$7B
Other Clients
17
AUM
$1.3B
Description of Other Clients
BG MUTUAL FUNDS

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
SUB-ADVISING OF CERTAIN CANADIAN MUTUAL FUNDS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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