Investment adviser · CRD 135829

BEUTEL, GOODMAN & COMPANY LTD.

Investment adviser filing (IA)

TORONTO, ONT., Canada · Form ADV filed Mar 30, 2026

Regulatory AUM
$36.1B
Form ADV · Item 5.F
Client accounts
1,847
Accounts, not individual clients
Employees
128
Reported in this filing
Advisory professionals
41
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Retirement plans155$11,918,500,00033.0%
Corporations & businesses82$6,972,000,00019.3%
Other investment advisers47$5,725,000,00015.9%
Government entities22$3,457,000,0009.6%
High-net-worth individuals1,480$3,159,500,0008.7%
Insurance companies9$1,303,000,0003.6%
Other clients17$1,274,000,0003.5%
Investment companies1$1,255,000,0003.5%
Charities34$1,045,000,0002.9%
Filing source

Form ADV 2068003 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Fixed

Principal office

20 EGLINTON AVENUE WEST, SUITE 2000
TORONTO, ONT., M4R 1K8, Canada

CRD 135829

Filing source

Form ADV 2068003 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.