Beutel, Goodman & Company Ltd. | Company Profile - Revenue, Headcount, Tech Stack, Contacts
Company Directory for Beutel, Goodman & Company Ltd.
Beutel, Goodman & Company Ltd.
Overview
This privately owned Canadian investment management firm, established in 1967 and based in Toronto, has grown to become one of Canada's largest independent money managers. The firm emphasizes value-oriented investments through proprietary research and maintains a strong commitment to employee ownership, aligning the interests of staff and clients.
Employing a bottom-up value investment philosophy, the firm delivers high-conviction portfolios and adheres to a disciplined buy/sell process. Their offerings include Canadian, U.S., and international equities, fixed income, balanced mandates, pooled funds, and mutual funds. Integrating responsible investment practices, ESG factors are routinely considered in decision making. The firm serves institutional investors, high-net-worth individuals, and retail clients through financial advisors, focusing on long-term relationships and investment stability.
Basic Information
| Industry | investment management |
|---|---|
| Founded | 1967 |
| Revenue | 5M |
| Headquarters | 20 Eglinton Ave W, Toronto, Ontario, M4R 1K8, Canada |
Contact Details
- Phone: +1 416-485-1010
- Website: beutelgoodman.com
- LinkedIn: linkedin.com/company/beutel-goodman
Key Focus Areas & Initiatives
- Value-oriented investment strategies
- Proprietary bottom-up research
- Canadian, U.S., and international equities
- Fixed income and balanced mandates
- Pooled funds and mutual funds management
- Employee ownership alignment
- Responsible investment and ESG integration
- Disciplined buy/sell investment process
- Long-term client relationships
- Focus on institutional and high-net-worth clients
Technologies Used
- Amazon SES
- Apache
- Azure Content Delivery Network
- Bootstrap Framework
- CloudFlare Hosting
- Cloudflare DNS
- Excel4Apps
- Google Analytics
- Google Font API
- Google Tag Manager
- MSCI
- Microsoft Excel
- Microsoft Office 365
- Microsoft PowerPoint
- Mobile Friendly
- Outlook
- Refinitiv Eikon
- Salesforce CRM Analytics
- Slack
- Vimeo
- WP Engine
- WordPress.org
- reCAPTCHA
Buyer Teams to Target
Investment Management
- Portfolio Manager
- Investment Analyst
- Head of Research
- Fixed Income Manager
- Equity Analyst
- Director of ESG
Information Technology & Analytics
- IT Director
- Business Intelligence Analyst
- Systems Administrator
- Cybersecurity Lead
- Data Scientist
- CRM Administrator
Finance & Risk Management
- Chief Financial Officer
- Risk Manager
- Controller
- Compliance Officer
- Treasury Analyst
- Audit Manager
Sales, Marketing & Client Service
- Vice President, Institutional Sales
- Marketing Manager
- Client Relationship Manager
- Business Development Executive
- Sales Analyst
- Client Service Associate
What They Buy
- Portfolio management platforms
- Financial market data feeds
- Analytics and reporting software
- Risk management and compliance solutions
- Client relationship management (CRM) systems
- Cybersecurity and IT infrastructure services
- Investment research and ESG data providers
Signals to Watch
- 🫂 Executive or portfolio manager hiring or departures
- 🚀 Launch of new investment products or funds
- 💰 Significant client wins or asset inflow announcements
- 🧑💻 Technology system upgrades or migrations
- 📢 ESG or responsible investment initiative launches
- 📊 Strategic changes in asset allocation or investment philosophy