about lincluden

Lincluden Investment Management has provided discretionary investment management for institutional and private clients since 1982. We do this by employing traditional, value-based investment principles across a range of equity, fixed income and balanced portfolios. Lincluden clients have benefited from over 30 years of solid risk-adjusted performance. Through superior security selection, effective risk management, diligent research and a rigorous portfolio management process, we strive to maintain this high level of performance for our clients each and every day.

Lincluden Investment Management is a private company held by the firm’s key employees and strategic partner Morguard. Lincluden is an independently operated entity with corporate decisions being made by the firm and its principals. Our partnership gives us a solid foundation for future growth and stability, and our employee-owned structure ensures that we attract and retain the talent that will lead to our continued success.

As of March 31, 2024, Lincluden managed clients assets of $4.0 billion dollars.

Member of Learn more about the Canadian Coalition for Good Governance.Learn more about Principles for Responsible Investment.