Carlo DeRose

Carlo DeRose

Carlo DeRose

Connor, Clark & Lunn Financial Group

Visit our Web site
www.cclgroup.com

Contact Info

T: 514-490-2781

Carlo DeRose

By introducing affluent Canadians and their families, as well as foundations and other not for profit organizations, to CC&L Private Capital’s discretionary wealth management services, I provide a confident approach to guiding my clients towards achieving their long-term financial goals.

I adhere to the key principles of listening and responding, placing the utmost importance on understanding each of my client’s unique goals and objectives, ensuring flexibility to changing market conditions and personal circumstances. I am dedicated to developing strong working relationships and providing the highest level of personalized service.

CC&L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd., one of Canada’s leading investment management firms whose affiliated teams manage over $72 billion in assets.

Services

Private Client Wealth Counselling:

  • Investment  and Portfolio Management
  • Comprehensive Wealth Management solutions
  • Global approach to investing including traditional and alternative classes
  • Multi boutique asset model

 

Carlo DeRose