Over the past two decades, Chartview has advised clients on a wide range of mandates in the wealth and asset management sectors. Our work includes transactions ranging in value from $10 million to $3 billion, and involving platforms with $200 million to $80 billion in AUA or AUM. We complement corporate M&A teams and provide end-to-end support to firms without dedicated corporate development resources.

Chartview has supported a broad spectrum of clients across the Canadian financial landscape — from independent wealth managers to major public institutions:  

• Beutel Goodman

• BGO

• Canoe Financial

• iA Clarington

• iA Financial Group

• IGM Financial

• Mackenzie Financial

• NexGen Financial

• Nicola Wealth

• Power Corporation 

Clients listed represent firms where Chartview or Sam London has played a direct advisory or transactional role. Some engagements were confidential or private in nature and are not disclosed here.