Leadership Overview
Connor, Clark & Lunn Financial Group has 7 executives leading key functions including strategy, financial oversight, real estate investment, and infrastructure management.
Driven by a commitment to diverse investment solutions, Connor, Clark & Lunn Financial Group delivers traditional and alternative financial products to institutional and individual clients across global markets.
Driven by a commitment to diverse investment solutions, Connor, Clark & Lunn Financial Group delivers traditional and alternative financial products to institutional and individual clients across global markets.
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 long-term growth initiatives. Allen manages the integration of diverse investment platforms to ensure consistent performance for institutional and individual clients. By overseeing the firm's executive leadership, the Chief Executive Officer maintains alignment across all business units. This role involves navigating complex market conditions to secure competitive advantages in the financial sector. Philip Allen drives the expansion of traditional and alternative investment services, ensuring the firm remains a leader in the Canadian financial landscape. Through rigorous oversight of corporate governance, the Chief Executive Officer fosters a culture of excellence and accountability. Strategic decisions made by Allen directly influence the firm's ability to meet evolving investor needs. Ultimately, the Chief Executive Officer secures the financial stability and reputation of the organization through disciplined leadership and proactive market engagement.
Warren Stoddart - Co-Chief Executive Officer
Warren Stoddart, the Co-Chief Executive Officer at Connor, Clark & Lunn Financial Group, architects the operational framework supporting the firm's broad range of investment products. Stoddart focuses on optimizing internal processes to enhance service delivery for advisors and institutional investors. By collaborating with the executive team, the Co-Chief Executive Officer ensures the seamless execution of firm-wide strategic goals. This leadership position involves managing risk and identifying new opportunities within the alternative investment space. Warren Stoddart drives operational efficiency, allowing the firm to scale effectively across diverse market segments. Through the implementation of robust management systems, the Co-Chief Executive Officer supports the firm's commitment to delivering superior financial outcomes. Stoddart monitors performance metrics to maintain high standards of client service. Ultimately, the Co-Chief Executive Officer strengthens the firm's market position by fostering innovation and maintaining operational excellence in every aspect of the business.
Derek Farmer - Principal. Chief Financial Officer, Real Estate
Derek Farmer, the Principal. Chief Financial Officer, Real Estate at Connor, Clark & Lunn Financial Group, manages the financial health and capital allocation for the firm's real estate investment portfolio. Farmer oversees complex financial modeling and asset valuation to ensure the profitability of real estate holdings. By directing the financial strategy for this specific asset class, the Principal. Chief Financial Officer, Real Estate supports the firm's broader investment objectives. This role involves rigorous analysis of market trends to guide capital deployment and risk management. Derek Farmer ensures compliance with financial regulations while optimizing the performance of real estate assets. Through strategic oversight, the Principal. Chief Financial Officer, Real Estate provides the necessary financial intelligence to support long-term growth. Farmer coordinates with other senior leaders to align real estate strategies with the firm's overall investment philosophy. Ultimately, the Principal. Chief Financial Officer, Real Estate secures the financial integrity of the real estate division.
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, directs the corporate financial strategy and fiscal reporting for the entire organization. Chen oversees capital management, budgeting, and financial planning to ensure the firm's long-term sustainability. By managing the financial infrastructure, the Group Chief Financial Officer, Cc & L Financial supports the firm's ability to provide diverse investment products. This role involves maintaining strong relationships with stakeholders and ensuring transparency in all financial operations. Lorraine Chen drives the implementation of financial controls that protect the firm's assets and enhance operational efficiency. Through meticulous oversight of the firm's balance sheet, the Group Chief Financial Officer, Cc & L Financial enables strategic investment in new growth areas. Chen collaborates with the executive team to align financial resources with corporate goals. Ultimately, the Group Chief Financial Officer, Cc & L Financial ensures the firm's continued financial strength.
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 strategies across the firm. Scheer oversees the research and development of new investment products to meet the needs of institutional clients. By serving as co-CIO, the President and co-CIO ensures that investment decisions align with the firm's rigorous standards for performance and risk management. This role involves leading investment teams to identify market opportunities and execute complex trading strategies. Harold Scheer drives the firm's commitment to excellence in asset management through continuous innovation. Through the oversight of investment processes, the President and co-CIO maintains the firm's competitive edge in the financial industry. Scheer collaborates with other leaders to integrate investment insights into the firm's broader business strategy. Ultimately, the President and co-CIO secures the firm's reputation for delivering consistent and reliable investment results.
Tim Elliott - President
Tim Elliott, the President at Connor, Clark & Lunn Financial Group, manages the day-to-day business operations and ensures the effective execution of the firm's strategic initiatives. Elliott oversees the coordination between various departments to maintain high levels of productivity and client satisfaction. By directing the firm's operational activities, the President supports the delivery of traditional and alternative investment services. This role involves fostering a collaborative environment that encourages professional growth and operational excellence. Tim Elliott drives the implementation of business processes that enhance the firm's ability to serve individuals and institutional investors. Through the oversight of organizational performance, the President ensures that all business units remain aligned with the firm's core mission. Elliott works closely with the executive team to address market challenges and capitalize on new opportunities. Ultimately, the President secures the firm's operational success and long-term viability in the competitive financial services market.
Matt O'Brien - President and Managing Partner, Private Market Investments, CC & L Infrastructure
Matt O'Brien, the President and Managing Partner, Private Market Investments, CC & L Infrastructure at Connor, Clark & Lunn Financial Group, directs the strategy and execution of infrastructure-focused private market investments. O'Brien oversees the identification, acquisition, and management of infrastructure assets that provide long-term value to investors. By leading the infrastructure division, the President and Managing Partner, Private Market Investments, CC & L Infrastructure ensures that the firm's alternative investment offerings remain robust and diversified. This role involves managing complex capital projects and navigating regulatory environments to maximize asset performance. Matt O'Brien drives the growth of the infrastructure portfolio by leveraging deep industry expertise and strategic partnerships. Through the oversight of private market investments, the President and Managing Partner, Private Market Investments, CC & L Infrastructure contributes significantly to the firm's overall investment success. O'Brien aligns infrastructure strategies with the firm's broader financial goals. Ultimately, the President and Managing Partner, Private Market Investments, CC & L Infrastructure secures the firm's leadership in the infrastructure sector.

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