Guardian Partners Inc.

RIASEC Registered

Total AUM

$3.3B

Discretionary

$3.3B

100% of AUM

Avg account

$1.1M

Accounts

3,089

Employees

Advisory reps

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

FINTRX

Overview

Guardian Partners Inc. is an independent registered investment adviser that began SEC registration in 2024. The firm acts as a capital allocator for both individual and family clients as well as institutional investors, charging fees based on a percentage of assets under management. Its advisory services include discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, separate account management for institutions and businesses, and the selection of third‑party advisers. Ownership is listed as a mix of a foreign entity and an individual. Guardian Partners maintains relationships across the financial ecosystem, including broker‑dealer, bank, trust company, insurance company and sponsor/GP roles in pooled vehicles.