GUARDIAN PARTNERS INC.

CRD 324189File 801-131497

APPROVED

Retail clients

Disclosure events

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$3.29B

Top 25% of cohort (national)

Discretionary AUM

$3.29B

Clients

3,051

3,089 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: HQ
Registration date: Nov 21, 2024
Principal office: COMMERCE COURT WEST, 199 BAY STREET,, SUITE 2700, TORONTO, ONTARIO, M5L 1E8
Phone: 416.840.8001
Website: https://www.guardiancapital.com/gpi/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $3.29B
Discretionary AUM: $3.29B
Non-discretionary AUM: $0
Discretionary accounts: 3,089
Non-discretionary accounts: 0
Total accounts: 3,089
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	310	$868.3M
Charitable organizations	19	$26.9M
Other investment advisers	Fewer than 5	$19.3M
High net worth individuals	522	$1.34B
Pooled investment vehicles	4	$313.2M
Pension and profit sharing plans	22	$21.0M
Individuals (other than high net worth individuals)	2,174	$702.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11H2

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.