private clients

At Lincluden, we believe that a balanced portfolio approach to investing using a value-based philosophy is best-suited to the stability and growth of personal wealth. The asset mix for a private family or individual will be determined by their investment objectives, their tolerance for risk and capital market conditions. We will work with private clients to create and monitor portfolios that meet their long-term investment objectives. In each clients case our investment decisions will be guided by our own independent, fundamental research in order to maximize long-term returns at a controlled level of risk. Lincluden is committed to providing a high quality level of client service and communication to ensure that a client's investment objectives are being met.

For more information, please contact:

James Lampard
Vice President
1-800-532-7071