Our Team
Lorne Searle
Dwight Thomas
Blackmont Capital Inc.

Blackmont Capital Inc.

Blackmont Capital Inc. was founded and is spearheaded by some of Canada’s leading investment visionaries. Our senior management and Board of Directors rosters read like the Who’s Who of our nation’s financial community. They are composed of executives who have been influential in such esteemed firms as Midland Walwyn, Merrill Lynch and Wood Gundy. Their passion for independence and excellence has driven Blackmont to become the benchmark for investment services in Canada. Blackmont continually raises the standard for excellence in the industry through our commitment to our cornerstone values:

Boutique Service. Respecting the unique nature of each client, Blackmont tailors their services to meet — and exceed — our clients’ needs. We focus on placing clients first by offering unbiased financial advice and custom solutions.

Entrepreneurial Spirit. Blackmont is created by entrepreneurs for entrepreneurs. From our back office to our branches, Blackmont favours creative problem solving and rewards independent thinking.

Continuous Improvement. Blackmont cultivates a learning environment, supporting employees in their pursuit of excellence through ongoing professional development. By staying at the leading edge of best practices and keeping abreast of product innovation, we can serve our clients with even greater distinction.

Performance Drive. Blackmont is becoming home to the industry’s most talented financial professionals, attracted by a performance-driven culture that allows our clients to prosper as our people triumph.

 
Our Parent Company, CI Financial

Blackmont is an independently operated subsidiary of CI Financial Income Fund. CI Financial is a Canadian-owned diversified wealth management firm, publicly traded on the TSX under the symbol CIX.UN. Sun Life Financial, one of the country’s leading life insurance companies, also holds a 36% interest in CI Financial.

With CI as our parent company, Blackmont has an enviable position in the industry. We are a proudly independent firm with the client focus of a small investment shop and access to the substantial financial resources of one of the country’s largest financial companies.
 

Safety and Security

Blackmont is a member of the Investment Industry Regulatory Organization of Canada (IIROC), and, as a client of an IIROC firm, you are covered by The Canadian Investor Protection Fund (CIPF), which protects client assets held at Blackmont Capital.

IIROC

IIROC is the national self-regulatory organization which oversees all investment dealers and trading activity on debt and equity marketplaces in Canada. Created in 2008 through the consolidation of the Investment Dealers Association of Canada and Market Regulation Services Inc., IIROC sets high quality regulatory and investment industry standards, protects investors and strengthens market integrity while maintaining efficient and competitive capital markets. IIROC carries out its regulatory responsibilities through setting and enforcing rules regarding the proficiency, business and financial conduct of dealer firms and their registered employees and through setting and enforcing market integrity rules regarding trading activity on Canadian equity marketplaces.

Visit their Web site at www.iiroc.ca.

CIPF

The Canadian Investor Protection Fund exists to protect your cash and securities in the unlikely event that your investment dealer becomes bankrupt.

Investment dealer bankruptcy doesn’t happen very often. That’s because each of CIPF’s Sponsors, the Securities Commissions, and CIPF require that CIPF Members comply with regulatory procedures.

Visit their Web site at www.cipf.ca.