Firm profile

Beutel, Goodman & Company Ltd..

TORONTO, ONT., CanadaCRD 135829Registration Status: ApprovedEffective since June 14, 2005SEC # 801-64420Latest ADV March 30, 2026

Beutel, Goodman & Company Ltd. is an SEC registered investment adviser organized as a corporation with a primary office location in Toronto, Ont., Canada. Its latest Form ADV filing, dated March 30, 2026, reports $36.1B in regulatory assets under management, 128 employees, 1 office, and 1,847 accounts.

Assets Under Management
$36.1B
Employees
128
Offices
1 office
Total Clients
1,847

Associated firm names

2 names listed
  • BEUTEL GOODMAN INVESTMENT COUNSEL
  • BEUTEL, GOODMAN & COMPANY LTD.

Leadership

1 roles identified
CCOMichal Pomotov

Advisory services offered

5 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees

Offices & Contact

Primary office

TORONTO, ONT., Canada

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Canada

TORONTO, ONT.Primary office

1 office records listed · 1 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$36.1Bas of March 30, 2026
Discretionary80.7%
$29.1B
81% of total RAUM80.7%
Non-discretionary19.3%
$7.0B
19% of total RAUM19.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Client Coverage Demographics

Top client segmentHNWI represent 80.1% of total clients.
Top client categories% of clientsClients
1
HNWI
80.1%
1,480
2
Pension Plans
8.4%
155
3
Corporations
4.4%
82
4
Other Advisers
2.5%
47
5
Charitable
1.8%
34

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$36.1B
Total Accounts1,847
10Y AUM Change+$8.0B (+28.4%)

Private Funds

Private funds reported by Beutel, Goodman & Company Ltd..

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees128
Clients per Employee14:1
10Y Employee Change+50 (+64.1%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
BEUTEL GOODMAN VOTING TRUSTDirect owner · Schedule AInterest in BEUTEL, GOODMAN & COMPANY LTD.
25% to < 50%
AMG CANADA CORP.Direct owner · Schedule AInterest in BEUTEL, GOODMAN & COMPANY LTD.
25% to < 50%
BEUTEL GOODMAN SHAREHOLDER TRUSTDirect owner · Schedule AInterest in BEUTEL, GOODMAN & COMPANY LTD.
< 5%
Jackie CorneilDirect owner · Schedule AInterest in BEUTEL, GOODMAN & COMPANY LTD.
< 5%
Young A JeffreyDirect owner · Schedule AInterest in BEUTEL, GOODMAN & COMPANY LTD.
< 5%
AMG/FAMI INVESTMENT CORP.Indirect owner · Schedule BInterest in BEUTEL GOODMAN SHAREHOLDER TRUST
25% to < 50%
AMG NORTH AMERICA HOLD. CORP.Indirect owner · Schedule BInterest in BEUTEL GOODMAN SHAREHOLDER TRUST
25% to < 50%
AFFILIATED MANAGERS GROUP, INC.Indirect owner · Schedule BInterest in BEUTEL GOODMAN SHAREHOLDER TRUST
25% to < 50%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Beutel, Goodman & Company Ltd...

Reported ownership and control details

Form ADV · Filing date 2026-03-30 · Schedules A and B

13 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1BEUTEL GOODMAN SHAREHOLDER TRUSTSHAREHOLDERForeign entityBEUTEL, GOODMAN & COMPANY LTD.Less than 5%Code NAYesSHAREHOLDER12/1990Schedule APDF page 27
2BEUTEL GOODMAN VOTING TRUSTSHAREHOLDERForeign entityBEUTEL, GOODMAN & COMPANY LTD.25% to less than 50%Code CYesSHAREHOLDER07/1994Schedule APDF page 27
3AMG CANADA CORP.SHAREHOLDERForeign entityBEUTEL, GOODMAN & COMPANY LTD.25% to less than 50%Code CYesSHAREHOLDER07/2005Schedule APDF page 27
4Jackie CorneilTRUSTEE OF BEUTEL GOODMAN VOTING TRUSTIndividualBEUTEL, GOODMAN & COMPANY LTD.Less than 5%Code NANoTRUSTEE OF BEUTEL GOODMAN VOTING TRUST03/2016Schedule APDF page 27
5Michal PomotovGENERAL COUNSEL & CCOIndividualBEUTEL, GOODMAN & COMPANY LTD.Less than 5%Code NANoGENERAL COUNSEL & CCO11/2016Schedule APDF page 28
6Young A JeffreyDIRECTOR, MANAGING DIRECTOR, HEAD OF PRIVATE CLIENT GROUPIndividualBEUTEL, GOODMAN & COMPANY LTD.Less than 5%Code NAYesDIRECTOR, MANAGING DIRECTOR, HEAD OF PRIVATE CLIENT GROUP03/2020Schedule APDF page 28
7RUI MACHADO CARDOSODIRECTOR, MANAGING DIRECTOR, HEAD OF GLOBAL EQUITIESIndividualBEUTEL, GOODMAN & COMPANY LTD.Less than 5%Code NAYesDIRECTOR, MANAGING DIRECTOR, HEAD OF GLOBAL EQUITIES02/2020Schedule APDF page 28
8Stephen John ArpinDIRECTOR, MANAGING DIRECTOR, HEAD OF CANADIAN EQUITIESIndividualBEUTEL, GOODMAN & COMPANY LTD.Less than 5%Code NAYesDIRECTOR, MANAGING DIRECTOR, HEAD OF CANADIAN EQUITIES02/2000Schedule APDF page 28
9Jackie CorneilDIRECTOR, MANAGING DIRECTOR, HEAD OF FINANCE & ADMINISTRATIONIndividualBEUTEL, GOODMAN & COMPANY LTD.Less than 5%Code NANoDIRECTOR, MANAGING DIRECTOR, HEAD OF FINANCE & ADMINISTRATION01/2022Schedule APDF page 28
10Young A JeffreyTRUSTEE OF BG SHAREHOLDERS TRUSTIndividualBEUTEL, GOODMAN & COMPANY LTD.Less than 5%Code NANoTRUSTEE OF BG SHAREHOLDERS TRUST01/2022Schedule APDF page 28
11AMG/FAMI INVESTMENT CORP.SHAREHOLDERForeign entityBEUTEL GOODMAN SHAREHOLDER TRUST25% to less than 50%Code CNoSHAREHOLDER07/2005Schedule BPDF page 28
12AMG NORTH AMERICA HOLD. CORP.SHAREHOLDERDomestic entityBEUTEL GOODMAN SHAREHOLDER TRUST25% to less than 50%Code CNoSHAREHOLDER06/2005Schedule BPDF page 28
13AFFILIATED MANAGERS GROUP, INC.SHAREHOLDERDomestic entityBEUTEL GOODMAN SHAREHOLDER TRUST25% to less than 50%Code CNoSHAREHOLDER06/2005Schedule BPDF page 28

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 3/30/2026 3:26:36 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.