About Morguard Lincluden
Value driven, client focused.
Morguard Lincluden Global Investments is a part of Morguard Corporation. Having acquired full ownership of the firm in 2024, Morguard Lincluden is now fully backed by Morguard. The firm was originally established as Lincluden Investment Management Limited in 1982. Morguard Lincluden has a 44-year history of providing high conviction, disciplined value investing to clients across Canada. Today we manage in excess of $4 billion dollars for pension plans, sub-advisory, First Nation Trusts and not-for-profits. Our boutique size offers clients a focused and very customized approach that we believe will produce the strongest results for our clients and enhance the success of our firm.
We work with:
Institutional clients including pension funds, foundations and endowments.
Mutual fund investors.
Private clients.
First Nations clients.
Mission Statement
Lincluden strives to be the investment manager of choice for endowments, corporations and individuals who are seeking long term peace of mind for the management of their investment portfolios from a team that ensures that clients’ needs are met first.
We will earn our clients’ confidence by consistently investing with prudence and integrity and through exhibiting conviction in value-based portfolio decisions. Communication will be thorough and responsive to clients’ needs for meaningful and timely information.
We will conduct ourselves with the utmost integrity and respect in our relationships with clients, suppliers and each other.
Our success will be measured by our ability to exceed the expectations of our clients and to create a working environment that while professional, collegial, energetic and fun, most importantly fosters a collective responsibility for achieving this goal.
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