GUARDIAN CAPITAL GROUP (GCG) Stocks

ABOUT GUARDIAN CAPITAL GROUP

Guardian Capital Group Limited operates several fully owned subsidiaries whose operations are to provide investment management services, financial advisory services, retail distribution of mutual funds, insurance, and general corporate services.

The company has a history dating back to 1962 as Norman Short, Ralph Horner and Alan Grieve launch Guardian Management Ltd., later renamed Guardian Capital Group Limited in 1973.

In 1989 the Group sub-advised the portfolio management of its U.S. and international equity portfolios to external foreign asset managers. In 1990 the Group formed Alexandria Bancorp, a fully licensed Schedule B bank in Cayman Islands that provides trust and corporate administration, investment management and banking services for international clients.

In 2002 the Group brought its non-Canadian equity portfolio management capabilities in-house and in 2006, ended its sub-advisory portfolio management relationships with external foreign asset managers. In 2014 the Group acquired GuardCap, a boutique emerging markets equity firm based in London, UK. In 2018 the Group completed its acquisition of a 70% majority interest in US-based Alta Capital Management.

OVERVIEW OF GUARDIAN CAPITAL GROUP

• Guardian Capital Group Limited’s institutional investment management services are provided by Guardian Capital LP, GuardCap Asset Management Limited, Alta Capital Management, LLC and Guardian Capital Real Estate Inc, with GCLP being, by far, the largest. The company serves pension plan sponsors, broker-dealer third-party platforms, closed-end funds, insurance company segregated funds, exchange-traded funds and mutual funds, endowment funds and foundations.

• Guardian Capital Group Limited’s capabilities span a range of asset classes, geographic regions and specialty mandates. Comprising one of the largest independent investment management firms in Canada, these entities are the successors to the company’s original investment management business.

Guardian Capital Group Limited operates in the following three main business segments, namely Investment Management, which primarily involves earning management fees relating to investment management services provided to clients; Financial Advisory, which relates to the earning of commissions from the sale of life insurance products, mutual funds and other securities, and the continuing service commissions related to these products; and Corporate Activities and Investments, which relates substantially to the investment of the company’s securities holdings, as well as corporate management and development activities.

VISION AND VALUES OF GUARDIAN CAPITAL GROUP

• Guardian Capital Group Limited upholds values of ethical governance and transparent communications with all its stakeholders.
• Guardian Capital Group Limited ensures that all its investments are conducted in accordance with strict regulatory requirements and provides all necessary reports and documentation in a prompt manner for full disclosure in line with the requirements of its stakeholders.

MARKET PERFORMANCE OF GUARDIAN CAPITAL GROUP

• Guardian Capital Group Limited trades on the Toronto Stock Exchange (TSX), where investors can buy shares under the stock symbol -GCG. Data from the company’s 2019 financial analysis shows that vet revenue increased to US Dollar 46.0 million in the third quarter, US Dollar 3.2 million or 8% higher than the US Dollar 42.8 million in the same quarter in the prior year. The Net management fees earned in the current quarter increased US Dollar 2.3 million to US Dollar 24.3 million, a 10% increase from the same period in the prior year.

• The largest contribution to the revenue growth came from the UK operations, which continued to experience a significant inflow of new client assets into the Fundamental Global Equity strategy. The total AUM managed by this UK subsidiary was US Dollar 3.5 billion.

• Guardian Capital Group Limited’s AUM was US Dollar 30.2 billion as at September 30, 2019, compared to US Dollar 27.0 billion at the end of 2018 and US Dollar 29.2 billion as at September 30, 2018. EBITDA was US Dollar 16.0 million, or US Dollar 0.59 per share, compared to US Dollar 15.6 million, or US Dollar 0.55 per share for 2018, a 3% increase, 7% on a per share basis. Adjusted cash flow from operations was US Dollar 13.1 million, or US Dollar 0.48 per share, compared to US Dollar 11.1 million, or US Dollar 0.39 per share for 2018, a 18% increase, 23% on a per share basis.

• Guardian Capital Group Limited’s steady growth performance has allowed it to deliver a rising share price for investors with strong long-term growth in dividends, providing a solid buy-in for those who choose to purchase shares today.

Buy GUARDIAN CAPITAL GROUP stocks / shares – A Step by Step Guide how to Buy / Purchase GUARDIAN CAPITAL GROUP Stocks or Shares online.

Before buying any stock or share one has to consider a few factors.

STEP 1: PROPER RESEARCH IS ESSENTIAL

Upon deciding you want to buy GUARDIAN CAPITAL GROUP Stocks / Shares, it is critical for the serious investor to do proper research into the said company. Its values should align with those of the investor’s current portfolio. An investor needs to familiarise himself with the basics and history of the company, as well as its leadership and performance in the market. Its company reports should also be scrutinized.

Consultation with a brokerage firm can also assist in determining whether investing in a specific company will complement the investor’s current portfolio. The investment “risk ladder”, which identifies asset classes based on their relative riskiness, is another useful tool when determining which company’s stock / share is the best to buy.

STEP 2: CALCULATE THE AMOUNT OF INVESTMENT IN GUARDIAN CAPITAL GROUP STOCKS / SHARES

It is important for an investor to monitor his total investment in stock in order to keep his portfolio aligned to his investment strategy. The overall value of his holdings will change with the fluctuation in stock prices, which can throw his portfolio off balance. To determine the amount to invest, multiply the number of shares of each stock by its current market price to determine the total investment in that specific stock. For example, if you own 100 shares of a US Dollar 5 stock, multiply 100 by US Dollar 5 to get US Dollar 500.

STEP 3: DECIDE ON THE STOCK / SHARE ORDER TYPE

Investors can choose from a market order, a limit order, a stop order (also referred to as a stop-loss order) or a buy/sell stop order. It is important to familiarise yourself with each type’s pros and cons before deciding which one will suit your current stock profile best. An investor should be guided in this choice by his investment objective.

STEP 4: OPEN A BROKERAGE ACCOUNT

A brokerage account – also known as taxable investment account – is similar to a retirement account, but more flexible. Where a retirement account has limitations on the amount of money that can be contributed annually, and restrictions on when funds can be withdrawn, a brokerage account is more flexible. The latter has no income or contribution limit and the investor can withdraw his money at any given time. This flexibility, together with its potential investment gains, makes a brokerage account more attractive to serious investors. Brokerage accounts are ideal for goals or savings that are further than five years away, but closer than retirement. It can also supplement an investor’s emergency savings.

STEP 5: COMMIT AND PURCHASE GUARDIAN CAPITAL GROUP STOCKS / SHARES

Lastly, commit to the stock. Pro Tip: Monitor the value of your stock to ensure you have a growing stock value and dividend pay-out.  Regularly check the share price online to ensure your investment delivers a positive return on investment. You are now a proud owner of GUARDIAN CAPITAL GROUP stocks / shares.

5 Questions to ask yourself before purchasing any stocks or shares.

1. Is it the best time to buy this stock / share?
2. Should I buy GUARDIAN CAPITAL GROUP stocks / shares in the current economic climate?
3. Can I afford to buy this stock / share?
4. What is the forecast of the stock / share growth?
5. What is the current price per earning ration on the stock / share?