Investment adviser · CRD 324189
GUARDIAN PARTNERS INC.
Investment adviser filing (IA)
TORONTO, ONTARIO, Canada · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $3.29B Form ADV · Item 5.F
- Client accounts
- 3,089 Accounts, not individual clients
- Employees
- 76 Reported in this filing
- Advisory professionals
- 30 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 522 | $1,342,797,036 | 40.8% |
| Corporations & businesses | 310 | $868,262,236 | 26.4% |
| Individuals | 2,174 | $702,754,323 | 21.3% |
| Pooled investment vehicles | 4 | $313,193,061 | 9.5% |
| Charities | 19 | $26,893,392 | 0.8% |
| Retirement plans | 22 | $21,047,818 | 0.6% |
| Other investment advisers | Fewer than 5 | $19,290,548 | 0.6% |
Filing source
Form ADV 2081566 · Mar 31, 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 fundsThe 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 31, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
COMMERCE COURT WEST, 199 BAY STREET,, SUITE 2700TORONTO, ONTARIO, M5L 1E8, Canada
CRD 324189
Filing source
Form ADV 2081566 · Mar 31, 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.