Guardian Partners Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$2,045,551,359
Clients
2,696
Advisors
6
of 76 employees
About
Guardian Partners Inc. provides discretionary portfolio management and Outsourced Chief Investment Officer (OCIO) services to a diverse client mix. Its clients include high‑net‑worth individuals and families as well as institutional investors such as pension and profit‑sharing plans, pooled investment vehicles, charitable organizations, corporations, municipal and other government entities, and other investment advisers.
The firm follows an IPS‑driven, customized investment process and uses an open‑architecture, multi‑manager model to build portfolios. An in‑house Strategies and Solutions Group conducts manager research and due diligence, and the firm implements client strategies via managed accounts and proprietary pooled funds while providing manager selection, onboarding, monitoring, rebalancing, and performance reporting.
Compared with many peers, Guardian Partners operates within a broader financial group and discloses affiliations with a banking entity, a broker‑dealer, and multiple affiliated asset managers, and it has recently integrated another advisory business into its platform. It also manages pooled vehicles and provides portfolio management for institutional clients, serves a significant non‑U.S. client base, and explicitly acts as the selector and overseer of third‑party managers—features that are less common among firms in its category.
Client services
Expertise
Occupation focus
Fee options
$0 - $25 million: 0.40% per annum (GP Division Base Service Fee) $25 million - $50 million: 0.25% per annum (GP Division Base Service Fee) $50 million+: 0.10% per annum (GP Division Base Service Fee)
Performance Reporting Fee of 0.05% annually with a minimum of $1,000 Canadian per account (optional service)
Account minimum: $1,000,000 Canadian Minimum fee: Minimum annual fee of $40,000 Canadian for GP Division; minimum quarterly fee of $3,125 Canadian for GCA Division Fee-only: Fees are charged as asset-based management fees; no commissions or other compensation accepted.
Most active in
New Hampshire · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Thierry D
CFA®
Remote
Guardian Partners Inc.
Thierry Di Nallo is a CFA® charterholder with eight years of industry experience. He has worked at Guardian Partners Inc. since 2025 and was previously with Guardian Capital Advisors LP and Guardian Capital Advisors Inc. from 2009 to 2025. Guardian Partners Inc. provides discretionary portfolio management and Outsourced Chief Investment Officer (OCIO) services to a diverse client base, including high-net-worth individuals, families, and institutional investors. The firm employs an IPS-driven, customized investment process with an open-architecture, multi-manager model, supported by an in-house Strategies and Solutions Group for manager research and due diligence.
John B
CFA®
Remote
Guardian Partners Inc.
John Baker is a CFA® charterholder with seven years of industry experience. He has worked at Guardian Partners Inc. since 2024 and previously spent 17 years with Guardian Capital Advisors LP. Guardian Partners Inc. is based in Toronto and manages approximately $2.93 billion for over 3,100 clients, including individuals, high-net-worth families, and institutional clients such as pension plans and charitable organizations. The firm offers discretionary portfolio management and OCIO advisory services using an open-architecture, third-party manager approach combined with top-down macro analysis and tactical asset allocation.
Christie R
CFA®
Remote
Guardian Partners Inc.
Christie Rose is a CFA® charterholder with 13 years of experience in the financial industry. She has worked at Guardian Capital Advisors LP from 2008 to 2024 and joined Guardian Partners Inc. in 2025. Guardian Partners Inc., headquartered in Toronto, manages approximately $2.93 billion for over 3,100 clients, including individuals, high-net-worth families, and various institutional clients. The firm employs an open-architecture, third-party manager approach combined with top-down macro analysis and tactical asset allocation to create customized portfolios and offers discretionary portfolio management, OCIO advisory services, and proprietary pooled funds.
Jessi H
CFA®
Remote
Guardian Partners Inc.
Jessi Hilton is a CFA® charterholder and financial advisor at Guardian Partners Inc. with one year of experience. Prior to joining Guardian Partners in 2025, Hilton worked at Guardian Capital Advisors LP and spent six years at Odlum Brown Limited. Guardian Partners Inc. provides discretionary portfolio management and Outsourced Chief Investment Officer services to a diverse range of clients, including high-net-worth individuals, families, and institutional investors. The firm employs a customized, IPS-driven investment process and a multi-manager model supported by in-house manager research and due diligence.
Alexandra E
CFA®
Remote
Guardian Partners Inc.
Alexandra Evans is a CFA® charterholder with over 17 years of experience in the financial industry. She has worked at Odlum Brown Limited from 2007 to 2023, followed by a year at Guardian Capital Advisors LP before joining Guardian Partners Inc. in 2025. Guardian Partners Inc., based in Toronto, manages approximately $2.93 billion for a diverse client base including individuals, high-net-worth families, pension plans, trusts, charitable organizations, and state or municipal entities. The firm employs an open-architecture, third-party manager approach combined with top-down macro analysis and tactical asset allocation to build customized portfolios and offers discretionary portfolio management, OCIO advisory services, and proprietary pooled funds.
Mark B
CFA®
Remote
Guardian Partners Inc.
Mark Bodnar is a CFA® charterholder with six years of industry experience. He has worked at Guardian Partners Inc. since 2025 and previously spent seven years at Guardian Capital Advisors LP and ten years at RBC Dominion Securities Inc. Guardian Partners Inc., headquartered in Toronto, manages approximately $2.93 billion for over 3,100 clients, including individuals, high-net-worth families, and institutional clients such as pension plans and charitable organizations. The firm employs an open-architecture, third-party manager approach combined with top-down macro analysis and tactical asset allocation to create customized portfolios and offers discretionary portfolio management, OCIO advisory services, and wealth-management solutions.
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