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 organized as a corporation and operates as an institutional registered investment adviser. The firm serves both individuals and families as well as institutional clients, providing portfolio management across individual and pooled vehicles, investment companies, and business or institutional accounts. Its advisory relationships are billed via a mix of percentage-of-AUM and fixed fees. The firm is identified as an active ESG investor and is involved in other financial product distribution. Regulatory and industry affiliations include roles as a broker-dealer, an additional investment adviser, a CPO/CTA, and a sponsor or managing member of pooled investment vehicles.