Hedge Fund Database

BEUTEL, GOODMAN & COMPANY LTD.

Adviser information for BEUTEL, GOODMAN & COMPANY LTD. last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Canada

Employees

Total Number of Employees 117
Investment Advisory/Research 32
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 3

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,124 $29.2B
Non-Discretionary 70 $6.7B
Total 1,194 $35.9B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 760 $2.1B
Banking or thrift institutions 0 $0
Investment companies 2 $1.9B
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 183 $12.6B
Charitable organizations 41 $875.0M
State or municipal gov entities 24 $3.0B
Other investment advisers 76 $5.4B
Insurance companies 13 $1.3B
Sovereign wealth funds and foreign official institutions 1 $760.0M
Corporations or other businesses 77 $6.7B
Other 17 $1.3B
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 92
No. of Financial Planning Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSUB-ADVISING OF CERTAIN CANADIAN MUTUAL FUNDS
Compensation % of AUMFixed fees
Other Business Activities MUTUAL FUND DEALER, INVESTMENT FUND MANAGER

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 6.7B
Both for Same 0
Portfolio Manager to Program Sponsor
AVISO FINANCIAL INC CREDENTIAL INVESTMENTS
ACCESS MANAGER SELECTION PROGRAM ROYAL BANK OF CANADA
ARCHITECT PROGRAM BMO NESBITT BURNS INC.
PREMIER MANAGED PORTFOLIO PROGRAM TD ASSET MANAGEMENT
AMBASADOR PORTFOLIO SERVICE NATIONAL BANK FINANCIAL
INVESTMENT CONSULTING SERVICE (ICS) CANADIAN IMPERIAL BANK OF COMMERCE
MASTERS PRIVATE ACCOUNT PROGRAM MANULIFE SECURITIES
A-PLUS ROYAL BANK OF CANADA
MANAGED INVESTMENTS PROGRAMS HIGHVIEW
PARTNERS PROGRAM, RAYMOND JAMES CONSULTING SERVICES (RJCS) PROGRAM, PORTFOLIO SELECT UNIFIED MANAGED ACCOUNT (PS UMA) PROGRAM RAYMOND JAMES
SEPARATELY MANAGED ACCOUNT (SMA) PLATFORM RICHARDSON WEALTH
IPC PRIVATE WEALTH PROGRAM COUNSEL PORTFOLIO SERVICES INC.
CANACCORD GENUITY INVESTMENT COUNSELLING PROGRAM CANACCORD GENUITY
VINTAGE INVESTMENT PROGRAM IA PRIVATE WEALTH
TRANSCEND PROVISUS WEALTH MANAGEMENT
SEPARATELY MANAGED ACCOUNT PLATFORM RBC PH&N INVESTMENT COUNSEL
CRESCENT PROGRAM WELLINGTON-ALTUS PRIVATE WEALTH INC.
SCOTIAMCLEOD SUMMIT SCOTIA CAPITAL INC.
FREEDOM UMA RAYMOND JAMES

Identifiers

SEC RIA File Number 801-64420
SEC ERA File Number 801-64420
SEC CIK Numbers 1361974
SEC CRD Numbers 135829
Legal Entity Identifier 549300EET58YV5QD4578

Principal Office

20 EGLINTON AVENUE WEST
SUITE 2000
TORONTO, ONT.
Canada
Monday - Friday, 8:30 AM TO 5:00PM
Tel: 416-485-1010, Fax: 416-485-1799

Websites

www.beutelgoodman.com www.linkedin.com/company/beutel-goodman/

Chief Compliance Officer

MICHAL POMOTOV
GENERAL COUNSEL & CCO
20 EGLINTON AVENUE WEST, SUITE 2000
P.O. BOX 2005
TORONTO, ONTARIO
Canada
Tel: 416 - 480-6461
Fax: 416-485-1799
(Full email address available in API data)

Regulatory Contact

JACQUELINE CORNEIL
MANAGING DIRECTOR, FINANCE & ADMINISTRATION
20 EGLINTON AVENUE WEST, SUITE 2000
TORONTO, ONTARIO
Canada
Tel: 416-932-6336
Fax: 416-485-1799
(Full email address available in API data)

Industry Affiliates

AMG FUNDS LLC Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
BEUTEL GOODMAN SHAREHOLDER TRUST Foreign Entity – SHAREHOLDER 12/1990 < 5%
BEUTEL GOODMAN VOTING TRUST Foreign Entity – SHAREHOLDER 07/1994 25-50%
AMG CANADA CORP. Foreign Entity – SHAREHOLDER 07/2005 25-50%
AMG/FAMI INVESTMENT CORP. Foreign Entity BEUTEL GOODMAN SHAREHOLDER TRUST SHAREHOLDER 07/2005 25-50%
AMG NORTH AMERICA HOLD. CORP. Domestic Entity BEUTEL GOODMAN SHAREHOLDER TRUST SHAREHOLDER 06/2005 25-50%
AFFILIATED MANAGERS GROUP, INC. Domestic Entity BEUTEL GOODMAN SHAREHOLDER TRUST SHAREHOLDER 06/2005 25-50%
Corneil, Jackie Individual – TRUSTEE OF BEUTEL GOODMAN VOTING TRUST 03/2016 < 5%
Pomotov, Michal Individual – GENERAL COUNSEL & CCO 11/2016 < 5%
Jeffrey, Young, A Individual – DIRECTOR, MANAGING DIRECTOR, PRIVATE CLIENT GROUP 03/2020 < 5%
CARDOSO, RUI, MACHADO Individual – DIRECTOR, MANAGING DIRECTOR, US & INTERNATIONAL EQUITIES 02/2020 < 5%
Arpin, Stephen, John Individual – DIRECTOR, MANAGING DIRECTOR, CANADIAN EQUITIES 02/2000 < 5%
Corneil, Jackie Individual – DIRECTOR, MANAGING DIRECTOR, FINANCE & ADMINISTRATION 01/2022 < 5%
Jeffrey, Young, A Individual – TRUSTEE OF BG SHAREHOLDERS TRUST 01/2022 < 5%

No. Employees, Historic

2001000201920202021202220232024202591 on 5/9/201994 on 3/26/202094 on 6/30/202094 on 3/31/202198 on 3/29/2022110 on 3/31/2023117 on 3/27/2024

RAUM, Historic

40B20B0201920202021202220232024202527726000000 on 5/9/201932347000000 on 3/26/202032347000000 on 6/30/202032468000000 on 3/31/202136453000000 on 3/29/202232181000000 on 3/31/202335879000000 on 3/27/2024

No. Clients, Historic

2,0001,00002019202020212022202320242025855 on 5/9/2019974 on 3/26/2020974 on 6/30/20201049 on 3/31/20211062 on 3/29/2022998 on 3/31/20231194 on 3/27/2024

Holdings

From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
Alamos Gold In Class A 63K 4M –
Alphabet Class C 140 765 –
Amdocs Ltd Ordinary 373K 5M –
American Express Co Common 339K 1M –
Ameriprise Financial Common 208K 487K –
Amgen Inc Common 523K 2M –
ATS Corp Common 36K 1M –
Bank of Montreal Common 474K 6M –
Bank of Nova Scotia Common 337K 7M –
BCE Com New 13 409 –
Berkshire Hathaway Class A 612 1 –
Biogen Common 405K 2M –
BlackRock Common 304K 386K –
Brookfield Asset Mgt Class A Ltd Vtg 171K 4M –
Brookfield Business Partners Cl A Exc Sub Vtg 11K 514K –
Brookfield Business Partners Unit LTD LP 15K 817K –
Brookfield Corporation Cl A Ltd Vt Sh 248K 6M –
Brookfield Renewable Partners Partnership Unit 27 1K –
BRP Inc Com Sun Vtg 237K 4M –
CAE Inc Common 253K 14M –
Campbell Soup Co Common 312K 7M –
Canadian Imperial Bk Common 73 2K –
Canadian Pacific Kansas City Common 380K 5M –
Carlyle Group Common 174K 4M –
Cdn Natl Railway Common 547K 5M –
Cencora Common 161K 713K –
CGI Group Cl A Sub Vtg 265K 3M –
Colliers Intl Sub Vtg 228K 2M –
Comcast Corp Common 400K 10M –
Cummins Inc Common 175K 631K –
Denison Mines Corp Common 15K 7M –
Ebay Inc Common 381K 7M –
Enerflex Common 7K 1M –
Flowserve Corp Common 214K 4M –
Fortis Inc Common 360K 9M –
Franco Nevada Corp Common 229K 2M –
Gen Digital Common 415K 17M –
Gentex Common 206K 6M –
GFL Environmental Sub Vtg Shs 67K 2M –
GSK PLC Spons ADR 506 13K –
Harley Davidson Inc Common 257K 8M –
Interpublic Group of Companies Common 257K 9M –
iShares MBS ETF MBS ETF 24 270 –
iShares MSCI EAFE ETF ETF 3K 39K –
Kellanova Common 409K 7M –
Kimberly Clark Corp Common 414K 3M –
Magna Intl Inc Common 367K 9M –
Manulife Fincl Corp Common 569K 21M –
Masco Common 203K 3M –
Merck& Co Inc Common 305K 2M –
Microsoft Common 172 386 –
NetApp Common 373K 3M –
Novartis Sponsored ADR 468 4K –
Nutrien Common 328K 6M –
Omnicom Group Inc Common 287K 3M –
Open Text Corp Common 254K 8M –
Parker Hannifin Corp Common 179 355 –
Polaris Industries Common 214K 3M –
PPG Industries Common 297K 2M –
Primo Water Common 35K 2M –
Qualcomm Common 367K 2M –
RB Global Common 518K 7M –
Restaurant Brands International Class B Non VTG 375K 5M –
Rogers Communications Common 484K 13M –
Royal Bank Cda ADR (2 ORD) 1M 10M –
SEI Investments Common 262K 4M –
Smith & Nephew Common 399 16K –
SPDR Portfolio S&P 500 Growth ETF 25K 306K –
Sun Life Fncl Inc Common 438K 9M –
Suncor Energy Inc Common 437K 11M –
TC Energy Common 466K 12M –
Telus International Cda Sub Vtg Shs 15K 3M –
Tempur Sealy International Common 191K 4M –
Toronto Dominion Bk Common 906K 16M –
Triple Flag Precious Metals Common 36K 2M –
Unilever plc Spon ADR New 527 10K –
Westinghouse Air Brake Technologies Common 173K 1M –