Determined. Principled. Focused.

Built on Alignment. Driven by Results. Defined by Impact.

At LionGuard, we don’t follow the crowd—we chart our own course. As fundamental investors, we focus on acquiring shares in businesses trading far below their intrinsic value. Our edge lies in deep research, disciplined execution, and complete alignment with our clients. We think independently, invest with conviction, and remain unwavering in our pursuit of long-term, highly differentiated results.

Who We Are

Meet our Team

Led by seasoned professionals with decades of experience, LionGuard combines deep expertise with sharp insights—and a singular focus on protecting and compounding our clients’ capital.

Service Providers

Expertly Led. Relentlessly Focused.

We work with some of the most respected firms in the industry. Each of our service providers is a recognized leader, ensuring world-class institutional-level standards across every aspect of our operations.

Prime Broker & Custodian

TD Securities Inc. (TDSI) Prime Brokerage is one of the market leaders in Canada. Clients include buy-side money managers, hedge funds and others. TDSI is also a Custodian for our Clients assets, which are therefore held directly by TDSI.

Legal Counsel

Borden Ladner Gervais (BLG) is one of Canada’s most respected legal firms. BLG has a well-developed legal practice for the investment management industry with extensive experience dealing with self-regulatory organizations and provincial government regulators.

Auditor

PricewaterhouseCoopers (PwC) is one of Canada’s oldest and most reputable accounting firms. PWC is the official auditor of LionGuard Capital Management Inc.

Fund Administrator

SGGG Fund Services Inc. is one of Canada’s leading Fund Administrators with total Assets Under Administration in excess of C$30.1 billion. SGGG works with more than 250 fund managers who serve more than 435,000 investor accounts.

Financial Research & Analysis

Bloomberg is one of the world’s leading providers of financial software for investment professionals.

Financial Research & Analysis

FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions.

Product Distribution

Fundserv is a link to the investment industry. In addition to its network and workflow applications, Fundserv leads and facilitates industry committees and working groups that promote automation initiatives and establish the industry’s electronic standards.

Awards & Acknowledgements

Recognized for Process. Acknowledged for Results.

Our commitment to rigorous fundamental research, risk management, and long-term differentiated results has earned recognition from industry participants and observers alike.

LionGuard Opportunities Fund Selected by QEMP

Quebec Emerging Managers Program

2023

Top 10 Recognition Award

BarclayHedge

2022

Top 10 Recognition Award

BarclayHedge

2020

Top Contender Nomination

Canadian Hedge Fund Awards

2020

Top 10 Recognition Award

BarclayHedge

2020

Top Contender Nomination

Canadian Hedge Fund Awards

2017

CFA Institute Ethical Standards

Integrity is the Cornerstone of Everything We do.

LionGuard adheres to the CFA Institute Code of Ethics & Standards of Professional Conduct.

Industry Associations

Connected to the Industry. Committed to Its Progress.

As an active member of leading industry organizations, LionGuard remains engaged in promoting best practices, transparency, and continuous improvement across the investment landscape.

Charitable Causes

Supporting Local Communities.

We proudly support local charities addressing some of the most pressing challenges of our time, including advancing cancer research, supporting children hospitals, advancing children education and tackling homelessness.

Let’s Talk About Your Investment Goals.

Have questions? We’re here to help. Contact us to discuss whether our disciplined, fundamental approach aligns with your investment objectives.