BEUTEL, GOODMAN & COMPANY LTD.

CRD 135829 · SEC 801-64420

Visit website

20 EGLINTON AVENUE WEST, SUITE 2000, TORONTO, ONT., M4R 1K8, Canada

Phone

416-485-1010

Fax

416-485-1799

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$36.11B

Discretionary AUM

$29.14B

Team

128 total employees; 41 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)SUB-ADVISING OF CERTAIN CANADIAN MUTUAL FUNDS

Client types

Type	Clients	AUM
High net worth individuals	1480	$3.16B
Investment companies	1	$1.25B
Pension/profit sharing plans	155	$11.92B
Charitable organizations	34	$1.04B
State/municipal entities	22	$3.46B
Other investment advisers	47	$5.72B
Insurance companies	9	$1.30B
Corporations/business entities	82	$6.97B

All web addresses on file

HTTP://WWW.BEUTELGOODMAN.COM
https://www.linkedin.com/company/beutel-goodman/

Official SEC filing: View on IAPD