Leadership Overview
Connor, Clark & Lunn Financial Group has 7 executives leading key functions including strategy, financial oversight, real estate investment, and portfolio management.
Committed to delivering superior investment outcomes, Connor, Clark & Lunn Financial Group maintains a rigorous focus on fundamental, bottom-up equity analysis and the integration of ESG factors across all institutional and private client portfolios.
Committed to delivering superior investment outcomes, Connor, Clark & Lunn Financial Group maintains a rigorous focus on fundamental, bottom-up equity analysis and the integration of ESG factors across all institutional and private client portfolios.
Leadership Roles at Connor, Clark & Lunn Financial Group
Philip Allen - Chief Executive Officer
Philip Allen, the Chief Executive Officer at Connor, Clark & Lunn Financial Group, directs the overarching strategic vision and operational execution of the firm. Allen manages the alignment of investment boutiques with the broader corporate mission, ensuring consistent value creation for pension plans and institutional clients. By overseeing the integration of fundamental research into equity portfolios, the Chief Executive Officer drives long-term performance across diverse market cycles. This leadership role involves constant collaboration with the board to refine asset management strategies and expand the firm's footprint within the Canadian financial landscape. Philip Allen maintains a focus on operational excellence, ensuring that the firm's bottom-up approach remains robust. Through the optimization of internal resources and the pursuit of sustainable growth, Allen secures the firm's competitive position as a premier multi-boutique asset manager.
Warren Stoddart - Group Chief Executive Officer, Cc & L Financial
Warren Stoddart, the Group Chief Executive Officer, Cc & L Financial at Connor, Clark & Lunn Financial Group, architects the high-level growth trajectory for the entire multi-boutique organization. Stoddart oversees the expansion of investment capabilities, ensuring that each boutique maintains the agility required to navigate complex global markets. By coordinating cross-functional initiatives, the Group Chief Executive Officer, Cc & L Financial fosters a culture of innovation and disciplined risk management. This role involves managing relationships with key institutional stakeholders and endowments to ensure capital stability and growth. Warren Stoddart drives the firm's commitment to excellence by aligning corporate objectives with the evolving needs of high net worth investors. Through strategic oversight of the group's diverse portfolio offerings, Stoddart ensures that the firm remains a leader in the Canadian asset management sector.
Steve Affleck - Chief Financial Officer
Steve Affleck, the Chief Financial Officer at Connor, Clark & Lunn Financial Group, manages the financial health and fiscal integrity of the firm. Affleck oversees all corporate accounting, financial reporting, and capital allocation strategies to support the firm's bottom-up investment approach. By directing the financial planning and analysis functions, the Chief Financial Officer ensures that the organization maintains the liquidity and stability necessary to serve institutional clients and pension funds effectively. This role involves close collaboration with executive leadership to monitor performance metrics and optimize operational efficiency across all business units. Steve Affleck drives the implementation of robust financial controls, ensuring compliance and transparency in all corporate activities. Through the rigorous management of the firm's balance sheet, Affleck supports the long-term sustainability of the organization's diverse investment strategies.
Derek Farmer - Principal. Chief Financial Officer, Real Estate
Derek Farmer, the Principal. Chief Financial Officer, Real Estate at Connor, Clark & Lunn Financial Group, directs the financial operations specifically within the firm's real estate investment division. Farmer oversees the valuation, acquisition, and capital structure of real estate assets, ensuring alignment with the firm's broader value-oriented investment philosophy. By managing the financial risks associated with property portfolios, the Principal. Chief Financial Officer, Real Estate supports the delivery of consistent returns for institutional and corporate clients. This role involves coordinating with investment teams to assess market opportunities and optimize the performance of real estate holdings across North American markets. Derek Farmer drives the financial strategy for the real estate boutique, ensuring that all investments adhere to the firm's high standards for fundamental analysis and long-term growth.
Lorraine Chen - Group Chief Financial Officer, Cc & L Financial
Lorraine Chen, the Group Chief Financial Officer, Cc & L Financial at Connor, Clark & Lunn Financial Group, manages the consolidated financial reporting and treasury functions for the entire multi-boutique organization. Chen oversees the firm's capital management and tax strategies, ensuring that the group maintains a strong financial foundation to support its diverse investment boutiques. By directing the group's financial planning processes, the Group Chief Financial Officer, Cc & L Financial provides the executive team with the insights necessary to make informed strategic decisions. This role involves managing relationships with external auditors and regulatory bodies to ensure full compliance with financial standards. Lorraine Chen drives the optimization of the group's financial infrastructure, supporting the firm's mission to provide superior value to its institutional and private clients through disciplined fiscal management.
Harold Scheer - President and co-CIO
Harold Scheer, the President and co-CIO at Connor, Clark & Lunn Financial Group, directs the investment philosophy and portfolio management activities for the firm's equity strategies. Scheer oversees the fundamental, bottom-up research process, ensuring that all stock selections align with the firm's value-oriented mandate. By integrating environmental, social, and corporate governance factors into the valuation process, the President and co-CIO drives the development of socially responsible investment products. This role involves mentoring the investment team and refining the firm's approach to identifying undervalued stocks in the Canadian market. Harold Scheer maintains a focus on delivering consistent, risk-adjusted returns for pension plans and mutual funds. Through the leadership of the investment committee, Scheer ensures that the firm's core strategies remain competitive and aligned with the evolving needs of institutional investors.
Tim Elliott - President
Tim Elliott, the President at Connor, Clark & Lunn Financial Group, directs the day-to-day business operations and client service initiatives for the firm. Elliott oversees the execution of the firm's strategic plan, ensuring that all departments remain focused on delivering high-quality service to institutional and high net worth clients. By managing the firm's operational workflows, the President ensures that the investment teams have the support necessary to execute their strategies effectively. This role involves coordinating with other executives to drive business development and expand the firm's market presence. Tim Elliott maintains a focus on operational efficiency and client satisfaction, ensuring that the firm's reputation for excellence is upheld. Through the leadership of internal teams, Elliott supports the firm's mission to provide value-oriented investment solutions across all client segments.
Explore Leadership Teams in Finance
At Mariner Wealth Advisors, we focus on providing 360-degree advice designed to last. We focus on one thingpartnering with clients to create a financial strategy for today and beyond thats flexible enough to change along with them. The ultimate goal? Helping clients identify what is important so they achieve their goalswere committed to being here for everything life brings their way. Weve built our firm around what our clients need. We began by offering wealth planning resources and then added services from tax planning to insurance all under one roof. We believe this integrated approach to wealth management helps simplify our clients lives.
Company Leadership JP
AS
Bajaj Capital Ltd is the flagship company of the Bajaj Capital group.Bajaj Capital Limited ("Bajaj Capital") is India's premier "Investment Services" Company, with over 50 years of experience in helping people protect and grow their wealth. We've helped to create more millionaires than any other firm in India. But it is the company's deep personal relationships with clients that truly set the company apart. No other firm can match the depth of the company's experience and the company's dedication to personal service. The markets may fluctuate, but the company's dependability never does. Bajaj Capital has been granted the Certificate of Registration ("CoR") by the Securities and Exchange Board of India ("SEBI") to carry on the business of Merchant Bankers (Cat-I) [INM000010544]; Underwriter [INU000001132]; Stock Broker, as Trading Member of BSE Ltd (Cash Segment) [INZ000007732]; Depository Participant of NSDL [IN-DP-NSDL-267-2006]. Further, Bajaj Capital has been granted the CoR by AMFI [ARN 0010], to carry on the business of distribution of mutual funds and has also been granted the CoR [Regn.No.03310 (currently under renewal) to act as Point of Presence ("PoP") by the Pension Fund Regulatory Authority for the NPS Schemes. The company's bouquet of services includes: Personalized Investment Services:requires creating a customized 'snapshot' using the company's proprietary 360 degree financial assessment tool, at no extra charge.
Company Leadership TG
DS
Founded in 1955, Wedbush provides clients with a wide range of services; including institutional sales, correspondent clearing services, equity research, corporate and municipal finance, equity market making, fixed income trading, prime brokerage, and wealth management. Headquartered in Los Angeles, with 100 registered offices, the firm focuses on dedicated service, client financial safety, continuity, and advanced technology.
Company Leadership US
EW
LC
NC
Avendus is a distinguished and entrepreneur-focused financial services firm headquartered in Mumbai, India, recognized for its comprehensive suite of bespoke capital markets and advisory solutions. Established in the late nineteen nineties, the company has grown into one of the most dynamic financial services organizations in its region, supporting a diverse array of corporate and individual clients through multiple stages of growth and transformation. It operates at the intersection of capital and opportunity, bringing together deep domain expertise with a nuanced understanding of market dynamics to help clients unlock and maximize value across complex financial landscapes. Avendus’s core mission revolves around partnering with high-performing entrepreneurs, institutions, and wealth creators to catalyze strategic growth and enduring success. The firm’s professionals work closely with clients to deliver tailored financial solutions that reflect both the unique aspirations of individual businesses and the shifting contours of global markets. Its culture emphasizes precision, agility, and a founder-centric approach, enabling Avendus to contribute meaningfully to high-impact decisions and outcomes across various financial contexts.
Company Leadership GD
NS
AS
UP
Frequently Asked Questions Regarding Connor, Clark & Lunn Financial Group Top Executives and Leadership Team
