Bruce Shewfelt

Provides asset management services

CC&L Private Capital constructs an investment portfolio designed to achieve their clients’ financial goals. The firm is an outcome-oriented firm and their long-term return forecasts for various asset classes enable them to allocate clients’ capital strategically and maximize expected returns within the clients’ tolerance for risk.

Provides financial services through online

PCJ uses an integrated investment approach based on company research, sector trends, economic and liquidity and risk analysis. The firm employs a growth/core-oriented investment approach to Canadian equity management. Portfolios are concentrated and actively managed. PCJ employs an active approach that blends an initial top-down perspective with bottom-up fundamental research focusing on stock selection.

Operates as a strategic and investment banking advisory company

Gyrus Investment Management is an active manager that focuses exclusively on US equity investment strategies. The firm employs a bottom-up stock selection approach that seeks to outperform strategy benchmarks over complete market cycles. Gyrus seeks to add value over the long-term by creating portfolios with valuation characteristics similar to their strategy's benchmarks but with superior growth characteristics. They use sector specific quantitative screening techniques along with proprietary and external fundamental analysis.