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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

GUARDIAN PARTNERS INC.

CRD 324189

TORONTO, ONTARIO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a501fcaa-4102-49f9-323d-454025babed1

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 25
Dated events: 3
On other graphs: 0
Observed: Oct 22, 2024 to Mar 31, 2026
4 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.62 fund_share=0.1 institutional_share=0.01 related_bd=true related_bank=false bd_reps=0.0
Regulatory AUM: $3.3BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.3B
Private client RAUM: $2.0BderivedItem 5.D individuals plus high net worth individuals
Private client share: 62%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $549Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 76
Advisory employees: 30
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 3,089
Individual clients: 2,174
High net worth clients: 522
SEC number: 801-131497
CIK: 1884799
CRD: 324189
Filings on the tape: 4
First filed: Oct 22, 2024
Latest filed: Mar 31, 2026
Organised: Corporation
Website: guardiancapital.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOHN MATTHEW BAKER	Chartered Financial Analyst	TORONTO, ONTARIO	1	19	1	no
CHRISTIE FRANCES ROSE	Chartered Financial Analyst	TORONTO, ONTARIO	1	18	1	no
Thierry Michael Di Nallo	Chartered Financial Analyst	TORONTO, ONTARIO	1	16	1	no
Mark Bodnar	Chartered Financial Analyst	TORONTO, ONTARIO	1	19	1	no
Jessi Johnathon Hilton	Chartered Financial Analyst	TORONTO, ONTARIO	1	10	n/a	no
Alexandra Jane Evans	Chartered Financial Analyst	TORONTO, ONTARIO	1	19	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CHRISTODOULOU, ANDREW, MICHAEL	Director	C	yes	12/2024	Mar 31, 2026	Mar 31, 2026
FORSTER PAZIENZA, MARGO, CHRISTINA	CHIEF COMPLIANCE OFFICER	Na	yes	10/2022	Mar 31, 2026	Mar 31, 2026
GUARDIAN CAPITAL GROUP LIMITED	Shareholder	E	yes	03/2021	Mar 31, 2026	Mar 31, 2026
MAVROUDIS, GEORGE	Director	Na	yes	12/2024	Mar 31, 2026	Mar 31, 2026
MERCURI, FRANCIS, HENRY	CHIEF FINANCIAL OFFICER	Na	yes	09/2023	Mar 31, 2026	Mar 31, 2026
MESSINA, ANTHONY, JULIAN	President	Na	yes	03/2021	Mar 31, 2026	Mar 31, 2026
TURNER, MATTHEW, DEAN	Director	Na	yes	03/2021	Mar 31, 2026	Mar 31, 2026
YI, DONALD	Director	Na	yes	03/2021	Mar 31, 2026	Mar 31, 2026
CHRISTODOULOU, ANDREW, MICHAEL	Shareholder	C	yes	06/2024	Oct 22, 2024	Oct 22, 2024
CHRISTODOULOU, NICHOLAS	Shareholder	C	yes	06/2024	Oct 22, 2024	Oct 22, 2024
CHRISTODOULOU, STEPHANIE, DIANA	Shareholder	C	yes	06/2024	Oct 22, 2024	Oct 22, 2024
CHRYSSAFOU-CHRISTODOULOU, DIMITRIS-STAVROS	Shareholder	C	yes	06/2024	Oct 22, 2024	Oct 22, 2024
MINIC INVESTMENTS LIMITED	Shareholder	C	yes	01/2024	Oct 22, 2024	Oct 22, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
STERLING CAPITAL MANAGEMENT LLC	n/a	Other adviser	$69B	N	yes	n/a
GUARDIAN CAPITAL LP	n/a	Asset manager	$11B	N	yes	n/a
AGINCOURT CAPITAL MANAGEMENT, LLC	n/a	Institutional manager	$10.0B	N	yes	n/a
GUARDCAP ASSET MANAGEMENT LIMITED	n/a	Asset manager	$5.9B	N	yes	n/a
GUARDIAN CAPITAL ADVISORS LP	n/a	Former SEC adviser	$2.5B	N	yes	n/a
ALTA CAPITAL MANAGEMENT LLC	n/a	Independent wealth	$1.6B	N	yes	n/a
RAE & LIPSKIE INVESTMENT COUNSEL INC.	n/a	Independent wealth	$1.1B	N	yes	n/a
ALEXANDRIA BANCORP LIMITED	n/a	n/a	n/a	N	yes	n/a
ALEXANDRIA GLOBAL INVESTMENT MANAGEMENT LTD.	n/a	n/a	n/a	N	yes	n/a
GALIBIER CAPITAL MANAGEMENT LTD.	n/a	n/a	n/a	N	yes	n/a
GUARDIAN CAPITAL REAL ESTATE GP INC.	n/a	n/a	n/a	N	yes	n/a
MODERN ADVISOR CANADA INC.	n/a	n/a	n/a	N	yes	n/a
STERLING CAPITAL (CAYMAN) LIMITED	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$3.3B	$3.3B	76	30	2	n/a	n/a
2024	Mar 31, 2025	$2.9B	$2.9B	59	32	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	4	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$3.3B	$2.9B	12.4%	n/a	n/a	76	59	2	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
GUARDIAN CAPITAL ADVISORS LP	4	Jan 30, 2025	Jan 23, 2025	TORONTO ONTARIO	Firm absorbed	Other	100.0%

Relationships

Affiliated with (7)

→ GUARDIAN CAPITAL LPRegistered adviserother investment adviser, common control
factForm ADV
→ ALTA CAPITAL MANAGEMENT LLCRegistered adviserother investment adviser, common control
factForm ADV
→ GUARDIAN CAPITAL ADVISORS LPRegistered adviserother investment adviser, common control
factForm ADV
→ AGINCOURT CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ STERLING CAPITAL MANAGEMENT LLCRegistered adviserother investment adviser, common control
factForm ADV
→ GUARDCAP ASSET MANAGEMENT LIMITEDRegistered adviserother investment adviser, common control
factForm ADV
→ THE RAELIPSKIE PARTNERSHIPRegistered adviserother investment adviser, common control
factForm ADV

Registered with (6)

← Jessi Johnathon HiltonAdvisorregistration: current employment
Apr 11, 2025 to presentfactForm ADV
← Alexandra Jane EvansAdvisorregistration: current employment
Apr 11, 2025 to presentfactForm ADV
← JOHN MATTHEW BAKERAdvisorregistration: current employment
Jan 23, 2025 to presentfactForm ADV
← CHRISTIE FRANCES ROSEAdvisorregistration: current employment
Jan 23, 2025 to presentfactForm ADV
← Thierry Michael Di NalloAdvisorregistration: current employment
Jan 23, 2025 to presentfactForm ADV
← Mark BodnarAdvisorregistration: current employment
Jan 23, 2025 to presentfactForm ADV

Moved with (1)

← GUARDIAN CAPITAL ADVISORS LPRegistered adviser4 advisors, firm absorbed, same day
Jan 30, 2025 to Jan 23, 2025factForm ADV

Controls (11)

← TURNER, MATTHEW, DEANOwnerDIRECTOR, ownership code NA, individual
Oct 22, 2024 to Oct 22, 2024factForm ADV
← CHRISTODOULOU, ANDREW, MICHAELOwnerSHAREHOLDER, ownership code C, individual
Oct 22, 2024 to Oct 22, 2024factForm ADV
← YI, DONALDOwnerDIRECTOR, ownership code NA, individual
Oct 22, 2024 to Oct 22, 2024factForm ADV
← MESSINA, ANTHONY, JULIANOwnerPRESIDENT, DIRECTOR, ownership code NA, individual
Oct 22, 2024 to Oct 22, 2024factForm ADV
← FORSTER PAZIENZA, MARGO, CHRISTINAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 22, 2024 to Oct 22, 2024factForm ADV
← MERCURI, FRANCIS, HENRYOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Oct 22, 2024 to Oct 22, 2024factForm ADV
← CHRISTODOULOU, NICHOLASOwnerSHAREHOLDER, ownership code C, individual
Oct 22, 2024 to Oct 22, 2024factForm ADV
← CHRISTODOULOU, STEPHANIE, DIANAOwnerSHAREHOLDER, ownership code C, individual
Oct 22, 2024 to Oct 22, 2024factForm ADV
← CHRYSSAFOU-CHRISTODOULOU, DIMITRIS-STAVROSOwnerSHAREHOLDER, ownership code C, individual
Oct 22, 2024 to Oct 22, 2024factForm ADV
← GUARDIAN CAPITAL GROUP LIMITEDOwnerSHAREHOLDER, ownership code E, foreign entity
Oct 22, 2024 to Oct 22, 2024factForm ADV
← MINIC INVESTMENTS LIMITEDOwnerSHAREHOLDER, ownership code C, foreign entity
Oct 22, 2024 to Oct 22, 2024factForm ADV

Dated events

Occurred
Mar 31, 2025
Regulatory AUM changed
Guardian Partners Inc. reported RAUM $2.9B, up 655% from $388.2M (2025-01-23 to 2025-03-31)
Form ADVobserved 6 days ago
$2.5B
Occurred
Jan 30, 2025
Firm absorbed
Guardian Capital Advisors LP's advisors moved to Guardian Partners Inc. (Toronto Ontario): 4 of 4 registered, on the same day
Form ADVobserved 6 days ago
4 advisors
Occurred
Oct 22, 2024
First Form ADV filing
Guardian Partners Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a501fcaa-4102-49f9-323d-454025babed1
First observed: Oct 22, 2024
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GUARDIAN PARTNERS INC.

CRD 324189

TORONTO, ONTARIO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a501fcaa-4102-49f9-323d-454025babed1

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:03 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN MATTHEW BAKER

Chartered Financial Analyst

TORONTO, ONTARIO

CHRISTIE FRANCES ROSE

Chartered Financial Analyst

TORONTO, ONTARIO

Thierry Michael Di Nallo

Chartered Financial Analyst

TORONTO, ONTARIO

Mark Bodnar

Chartered Financial Analyst

TORONTO, ONTARIO

Jessi Johnathon Hilton

Chartered Financial Analyst

TORONTO, ONTARIO

n/a

Alexandra Jane Evans

Chartered Financial Analyst

TORONTO, ONTARIO

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHRISTODOULOU, ANDREW, MICHAEL

Director

yes

12/2024

Mar 31, 2026

FORSTER PAZIENZA, MARGO, CHRISTINA

CHIEF COMPLIANCE OFFICER

yes

10/2022

Mar 31, 2026

GUARDIAN CAPITAL GROUP LIMITED

Shareholder

yes

03/2021

Mar 31, 2026

MAVROUDIS, GEORGE

Director

yes

12/2024

Mar 31, 2026

MERCURI, FRANCIS, HENRY

CHIEF FINANCIAL OFFICER

yes

09/2023

Mar 31, 2026

MESSINA, ANTHONY, JULIAN

President

yes

03/2021

Mar 31, 2026

TURNER, MATTHEW, DEAN

Director

yes

03/2021

Mar 31, 2026

YI, DONALD

Director

yes

03/2021

Mar 31, 2026

CHRISTODOULOU, ANDREW, MICHAEL

Shareholder

yes

06/2024

Oct 22, 2024

CHRISTODOULOU, NICHOLAS

Shareholder

yes

06/2024

Oct 22, 2024

CHRISTODOULOU, STEPHANIE, DIANA

Shareholder

yes

06/2024

Oct 22, 2024

CHRYSSAFOU-CHRISTODOULOU, DIMITRIS-STAVROS

Shareholder

yes

06/2024

Oct 22, 2024

MINIC INVESTMENTS LIMITED

Shareholder

yes

01/2024

Oct 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

STERLING CAPITAL MANAGEMENT LLC

n/a

Other adviser

$69B

yes

n/a

GUARDIAN CAPITAL LP

n/a

Asset manager

$11B

yes

n/a

AGINCOURT CAPITAL MANAGEMENT, LLC

n/a

Institutional manager

$10.0B

yes

n/a

GUARDCAP ASSET MANAGEMENT LIMITED

n/a

Asset manager

$5.9B

yes

n/a

GUARDIAN CAPITAL ADVISORS LP

n/a

Former SEC adviser

$2.5B

yes

n/a

ALTA CAPITAL MANAGEMENT LLC

n/a

Independent wealth

$1.6B

yes

n/a

RAE & LIPSKIE INVESTMENT COUNSEL INC.

n/a

Independent wealth

$1.1B

yes

n/a

ALEXANDRIA BANCORP LIMITED

n/a

yes

n/a

ALEXANDRIA GLOBAL INVESTMENT MANAGEMENT LTD.

n/a

yes

n/a

GALIBIER CAPITAL MANAGEMENT LTD.

n/a

yes

n/a

GUARDIAN CAPITAL REAL ESTATE GP INC.

n/a

yes

n/a

MODERN ADVISOR CANADA INC.

n/a

yes

n/a

STERLING CAPITAL (CAYMAN) LIMITED

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$3.3B

n/a

2024

Mar 31, 2025

$2.9B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$3.3B

$2.9B

12.4%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

GUARDIAN CAPITAL ADVISORS LP

Jan 30, 2025

Jan 23, 2025

TORONTO ONTARIO

Firm absorbed

Other

100.0%