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How does the advisor help clients – Key Takeaways:
For over 50 years, Beutel, Goodman & Company Ltd. has been providing expert financial services to their clients. They pride themselves on their highly experienced team and their commitment to delivering exceptional client service. As a leading asset management firm, Beutel, Goodman & Company Ltd. offers a wide range of investment solutions to help clients achieve their financial goals.
Facts and Insights
Beutel, Goodman & Company Ltd. is an independent investment management firm based in Toronto, Canada. The firm was founded in 1967 by William K. Beck and Geraldine R. Beutel, and has grown to become one of the largest independent asset management firms in Canada. As of December 2019, Beutel, Goodman & Company Ltd. had approximately $39.8 billion in assets under management, with a team of over 80 investment professionals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (in billions) | Number of Advisors |
|---|---|---|
| 1967 | $0.4 | 2 |
| 2012 | $17.1 | 69 |
| 2019 | $39.8 | 80 |
Financial Services Offered
Beutel, Goodman & Company Ltd. offers a variety of financial services to their clients, including:
- Equity Management
- Fixed Income Management
- Multi-Asset Management
- High Net Worth Management
- Institutional Management
Client Types
Beutel, Goodman & Company Ltd. serves a diverse range of clients, including:
- Individual Investors
- High Net Worth Individuals
- Institutions
- Pension Funds
- Foundations
Fees & Compensation
Beutel, Goodman & Company Ltd. is a fee-only advisor, which means they are compensated solely by their clients through management fees. They do not receive any commissions or kickbacks for recommending specific products, ensuring their advice is always in the best interest of their clients.
Background
The highly experienced team at Beutel, Goodman & Company Ltd. has an average of 17 years of investment experience. The firm’s investment philosophy is based on a value-driven approach, focusing on long-term investments in quality, dependable companies. They pride themselves on their disciplined and research-driven investment process, which has allowed them to achieve above-average returns for their clients over the years.
Financial Advisor Disclosures to Know
As an authorized and regulated investment management firm, Beutel, Goodman & Company Ltd. is subject to strict disclosure and reporting requirements. Clients can access their publicly available disclosure documents on the firm’s website, including their annual report, prospectus, and audited financial statements.