{"url":"https://nivawealth.com/firms/beutel-goodman-and-135829","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/135829","regulatoryAum":36109000000,"crd":"135829","secFileNumber":"801-64420","legalName":"Beutel, Goodman & Company LTD.","displayName":"Beutel, Goodman &","website":"http://www.beutelgoodman.com","linkedinUrl":"https://www.linkedin.com/company/beutel-goodman/","founded":null,"organization":"corporation organized in Canada","fiscalYearEnd":"December","headquarters":{"street":"20 Eglinton Avenue West, Suite 2000","city":"Toronto,  Ont.","state":"","stateName":"","country":"Canada","postalCode":"M4R 1K8"},"tradeNames":["Beutel Goodman Investment Counsel"],"registration":{"secApproved":"14 June 2005","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":128,"advisory":41,"brokerDealerReps":0,"insuranceAgents":0,"promoters":3},"aum":{"discretionary":29137000000,"discretionaryAccounts":1765,"nonDiscretionary":6972000000,"nonDiscretionaryAccounts":82,"wrapProgram":6972000000,"nonUsClientsPct":93,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":1480,"regulatoryAum":3159500000},{"label":"Investment companies","clients":1,"regulatoryAum":1255000000},{"label":"Pension and profit-sharing plans","clients":155,"regulatoryAum":11918500000},{"label":"Charitable organizations","clients":34,"regulatoryAum":1045000000},{"label":"State or municipal government entities","clients":22,"regulatoryAum":3457000000},{"label":"Other investment advisers","clients":47,"regulatoryAum":5725000000},{"label":"Insurance companies","clients":9,"regulatoryAum":1303000000},{"label":"Corporations and other businesses","clients":82,"regulatoryAum":6972000000},{"label":"Other","clients":17,"regulatoryAum":1274000000}],"fees":[],"feeNotes":[],"custodians":[{"name":"RBC","shortName":"RBC","location":"Toronto","smaAssets":15599130208},{"name":"CIBC Mellon Global Securities Services Company","shortName":"CIBC Mellon Global Securities Services","location":"Toronto","smaAssets":8569406286}],"custodyNote":"Beutel, Goodman & does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Stephen Arpin","title":"Director, Managing Director, Head of Canadian Equities","crd":"7348962"},{"name":"Rui Cardoso","title":"Director, Managing Director, Head of Global Equities","crd":"4465924"},{"name":"Jackie Corneil","title":"Trustee of Beutel Goodman Voting Trust","crd":"6766969"},{"name":"Jackie Corneil","title":"Director, Managing Director, Head of Finance & Administration","crd":"6766969"},{"name":"Young Jeffrey","title":"Director, Managing Director, Head of Private Client Group","crd":"7088581"},{"name":"Young Jeffrey","title":"Trustee of BG Shareholders Trust","crd":"7088581"},{"name":"Michal Pomotov","title":"General Counsel & CCO","crd":"6767499"}],"ownership":[{"label":"Beutel Goodman Voting Trust","detail":"Shareholder in the 25% to 50% ownership band and a control person, since July 1994."},{"label":"Amg Canada Corp.","detail":"Shareholder in the 25% to 50% ownership band and a control person, since July 2005."},{"label":"Amg/Fami Investment Corp.","detail":"Indirect owner: a shareholder of Beutel Goodman Shareholder Trust in the 25% to 50% band, since July 2005.","parent":"Beutel Goodman Shareholder Trust"},{"label":"Amg North America Hold. Corp.","detail":"Indirect owner: a shareholder of Beutel Goodman Shareholder Trust in the 25% to 50% band, since June 2005.","parent":"Beutel Goodman Shareholder Trust"},{"label":"Affiliated Managers Group, Inc.","detail":"Indirect owner: a shareholder of Beutel Goodman Shareholder Trust in the 25% to 50% band, since June 2005.","parent":"Beutel Goodman Shareholder Trust"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"416-485-1010","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Other"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":44},{"label":"Sovereign bonds","percent":8},{"label":"Investment grade corporate bonds","percent":6},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":39},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/135829/PDF/135829.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Beutel, Goodman & have?","answer":"Beutel, Goodman & has 1,847 clients and manages $36.1 billion for them, as of March 2026. They include 1,480 high-net-worth individuals, 155 pension and profit-sharing plans and 82 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Beutel, Goodman & offer?","answer":"Beutel, Goodman & provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and other activities.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Beutel, Goodman & use?","answer":"Beutel, Goodman &’s separately managed account assets are held at RBC (Toronto), with $15,599,130,208 and CIBC Mellon Global Securities Services Company (Toronto), with $8,569,406,286. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Beutel, Goodman & have?","answer":"Beutel, Goodman & has 0 investment adviser representatives registered with state securities authorities, out of 128 employees, and 41 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Beutel, Goodman & invest in?","answer":"At the end of its last fiscal year, Beutel, Goodman &’s separately managed accounts held 44% exchange-traded equities, 39% pooled vehicles (private funds and similar), 8% sovereign bonds, 6% investment grade corporate bonds and 3% cash and equivalents. It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Beutel, Goodman &?","answer":"Beutel, Goodman &’s direct owners are Beutel Goodman Voting Trust, Amg Canada Corp., Amg/Fami Investment Corp., Amg North America Hold. Corp. and Affiliated Managers Group, Inc., each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Beutel, Goodman & get paid?","answer":"Beutel, Goodman & is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}