Asset manager · Toronto, ONT., Canada
Beutel, Goodman & Company LTD.
SEC-registered investment adviser · CRD 135829 · SEC 801-64420
At a glance
Beutel, Goodman & Company LTD. is an SEC-registered investment adviser based in Toronto, ONT., Canada, with $36.1 billion in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is pension and profit sharing plans, and it reports 1,480 individual clients. By Form ADV it is a asset manager, ranked 263rd of 3,218 asset managers and 568th of 17,210 SEC-registered advisers by assets.
Main office 416-485-1010beutelgoodman.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $36B
- Rank among asset managers
- #263 of 3,218
- Rank among all SEC RIAs
- #568 of 17,210
- Individual clients
- 1,480
- High-net-worth clients
- 1,480
- Accounts
- 1,847
- Discretionary
- 81% of AUM
- Employees
- 128
- Advisory staff
- 41
- Offices
- 1
Owners and executives on its Form ADV
- Jackie CorneilTrustee of Beutel Goodman Voting Trust
- Michal PomotovGeneral Counsel & CCO
- Young A JeffreyDirector, Managing Director, Head of Private Client Group
- Rui M. CardosoDirector, Managing Director, Head of Global Equities
- Stephen J. ArpinDirector, Managing Director, Head of Canadian Equities
- Jackie CorneilDirector, Managing Director, Head of Finance & Administration
- Young A JeffreyTrustee of BG Shareholders Trust
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It reports a broker-dealer among its affiliates on Form ADV.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 155 | $12B | 33% |
| Corporations or other businesses | 82 | $7.0B | 19% |
| Other investment advisers | 47 | $5.7B | 16% |
| State or municipal government entities | 22 | $3.5B | 10% |
| High-net-worth individuals | 1,480 | $3.2B | 9% |
| Insurance companies | 9 | $1.3B | 4% |
| Other | 17 | $1.3B | 4% |
| Investment companies | 1 | $1.3B | 3% |
| Charitable organizations | 34 | $1.0B | 3% |
Disciplinary disclosures
Beutel, Goodman & Company LTD. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗beutelgoodman.com ↗
AtlasMembers
The full record on Beutel, Goodman & Company LTD.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 343 peers of its type and size
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- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Beutel, Goodman & Company LTD. manage?
Beutel, Goodman & Company LTD. reports $36.1 billion in regulatory assets under management across 1,847 accounts, 81% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is Beutel, Goodman & Company LTD.?
Beutel, Goodman & Company LTD. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. A public reporting company controls it.
Who are Beutel, Goodman & Company LTD.’s clients?
By assets, its largest client types are pension and profit sharing plans ($11.9 billion, 155 clients); corporations or other businesses ($7.0 billion, 82 clients); other investment advisers ($5.7 billion, 47 clients).
Does Beutel, Goodman & Company LTD. have any disciplinary history?
Beutel, Goodman & Company LTD. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Beutel, Goodman & Company LTD.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →