FE
EntityGUARDIAN CAPITAL GROUP LIMITEDStatusSHAREHOLDERReported since03/2026Ownership75% or moreControl personYes
Guardian Partners Inc.
TORONTO, ONTARIO
Form ADV and provider website profile · CRD 324189 · regulatory data as of the latest available filing
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Guardian Partners Inc.. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$3.3BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
3,089Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$3.3BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$0Non-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
Direct Owners & Executives
Source: Form ADV- Reported since
- 10/2022
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 03/2021
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 03/2021
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 09/2023
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 03/2021
- Type
- FE
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 10/2022
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 03/2021
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 12/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 12/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- 25% but less than 50%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Margo Christina Forster Pazienza | Chief Compliance Officer | 10/2022 | Individual | Yes | Less than 5% |
| Matthew Dean Turner | Director | 03/2021 | Individual | Yes | Less than 5% |
| Anthony Julian Messina | President | 03/2021 | Individual | Yes | Less than 5% |
| Francis Henry Mercuri | Chief Financial Officer | 09/2023 | Individual | Yes | Less than 5% |
| Guardian Capital Group Limited | Shareholder | 03/2021 | FE | Yes | 75% or more |
| Matthew Dean Turner | General Counsel, Secretary | 10/2022 | Individual | Yes | Less than 5% |
| Donald Yi | Director | 03/2021 | Individual | Yes | Less than 5% |
| George Mavroudis | Director | 12/2024 | Individual | Yes | Less than 5% |
| Andrew Michael Christodoulou | Director | 12/2024 | Individual | Yes | 25% but less than 50% |
Indirect Ownership
Source: Form ADVFE
EntityDESJARDINS GLOBAL ASSET MANAGEMENT INC.StatusSHAREHOLDERReported since03/2026Ownership75% or moreControl personYes
FE
EntityDESJARDINS FINANCIAL CORPORATION INC.StatusSHAREHOLDERReported since03/2026Ownership75% or moreControl personYes
FE
EntityDESJARDINS FINANCIAL HOLDINGS INC.StatusSHAREHOLDERReported since03/2026Ownership75% or moreControl personYes
Owners & Executives
Source: Form ADVMC
Margo Christina Forster Pazienza
Chief Compliance Officer
MD
Matthew Dean Turner
Director
AJ
Anthony Julian Messina
President
FH
Francis Henry Mercuri
Chief Financial Officer
DY
Donald Yi
Director
GM
George Mavroudis
Director
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives9
Indirect ownership records4
Regulatory statusSEC registered investment adviser
SEC registration dateNov 21, 2024
CRD number324189