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Guardian Partners Inc.

CIK:0001884799
Investment Adviser
$0 AUM
174 holdings
Toronto, ON, Canada
Founded:1962
300 employees
Latest filing:Jun 30, 2025

Guardian Partners Inc. (GPI) is a Canada-based investment adviser and wealth management firm, wholly owned by Guardian Capital Group Limited. Founded in Toronto, the firm provides highly specialized investment solutions to high-net-worth individuals, families, and institutions. Backed by over half a century of stability from its parent company, GPI is distinguished by its unbiased research process, bespoke investment offerings, and collective team experience. Guardian Capital Group employs over 300 professionals globally and operates in Canada, the United Kingdom, the United States, and the Caribbean.

Investment Strategy

Guardian Partners Inc. applies an objective, unbiased research process backed by extensive analysis to deliver custom-built investment solutions for clients. The firm’s approach is rooted in thorough research, partnership-oriented client service, and transparent advice. Their investment philosophy emphasizes delivering tailored, bespoke offerings to complex and high-net-worth client segments, focusing on trust, values, and long-term wealth creation.

Top Buys
K
KBWBINVESCO EXCH TRADED FD TR II
+$40.7M
V
VUGVANGUARD INDEX FDS
+$36.6M
T
TDTORONTO DOMINION BK ONT
+$9.4M
R
RYROYAL BK CDA
+$8.5M
E
EMRAFEMERA INC
+$8.1M
Top Sells
X
XLFSELECT SECTOR SPDR TR
-$29.4M
G
GDXVANECK ETF TRUST
-$13.2M
R
RINGISHARES INC
-$12.9M
E
EWJVISHARES TR
-$12.6M
D
DXJWISDOMTREE TR
-$4.9M

Top Holdings

R
RYROYAL BK CDA
+5.7%$63.3M
T
TDTORONTO DOMINION BK ONT
+4.4%$49.4M
K
KBWBINVESCO EXCH TRADED FD TR II
+4.0%$44.5M
V
VUGVANGUARD INDEX FDS
+3.7%$41.6M
B
BMOBANK MONTREAL QUE
+3.5%$38.9M

Equity Positions (174)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
R
RY
ROYAL BK CDA5.69%$63.3M476,411$120.51$131.55+$8.5M
T
TD
TORONTO DOMINION BK ONT4.44%$49.4M664,881$53.24$73.45+$9.4M
K
KBWB
INVESCO EXCH TRADED FD TR II4.00%$44.5M608,586$70.95$71.62+$40.7M
V
VUG
VANGUARD INDEX FDS3.74%$41.6M93,962$434.27$438.40+$36.6M
B
BMO
BANK MONTREAL QUE3.50%$38.9M343,237$97.05$110.63+$7.1M

Industry Allocation

COMMERCIAL BANKS, NEC
+17.9%
SERVICES-PREPACKAGED SOFTWARE
+5.7%
PHARMACEUTICAL PREPARATIONS
+4.4%
OPEATORS OF NONRESIDENTIAL BUILDINGS
+3.2%
PIPE LINES (NO NATURAL GAS)
+3.1%