The firm of Beutel Goodman & Company was established in 1967 to provide discretionary investment management services. The firm currently manages in excess of $16 Billion of client assets. Beutel Goodman Private Client Group (PCG), a distinct operating division of Beutel Goodman, manages $1.4 Billion in investment assets on behalf of First Nations, Individuals, Estates, Trusts and Foundations. Our dedication to a strict Value Investment philosophy has provided excellent long term-returns with low levels of risk for our clients, some of whom have been with us for over 25 years. We focus exclusively on providing investment counsel to our clients and maintain a concentrated client base with about 200 clients. The ratio of client to portfolio manager facilitates superior attention to research analysis, portfolio management and client service.

The Private Client Group team members responsible for Portfolio Management and Client Service are Greg Latremoille C.A. (President since 1979), Stephen Clements CFA (joined in 1983), Ehren Mendum CFA (joined in 1999) and Steven Smith (joined in 2001). Five  administrative personnel with extensive client service experience provide support to the team.  Beutel Goodman has made a strong commitment to Aboriginal people through involvement in both business and social ventures.  We participated in establishing, and continue to support, an Aboriginal Scholarship at the University of Toronto Faculty of Social Work. Beutel Goodman is a proud partner of NATOA.

Contact:
Steven Smith CFA
Vice President
Beutel Goodman Private Client Group
416-480-6473
ssmith(at)beutelgoodman.com