Committed to preserving and growing the financial wealth of our private and institutional clients, we construct responsible investment portfolios and an offer exceptional client experience.
We leverage our strengths to add value to our core strategies and are now extending our experience to Global Equity with powerfully long-term investment themes related to protecting and reversing nature loss . Our long-term track record of outperformance over more than 15 years in Canadian Equity and Fixed Income, and strong 10-year performance in U.S. Equity, is testament to our investment management abilities.
Our proven investment approach and track record allowed us to be selected by the Quebec Emerging Managers Program (QEMP), which supports the best Quebec managers by granting them mandates for institutional investors.
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We are registered with regulatory authorities and manage portfolios for several hundred high net worth individuals as well as institutional investors, with an ethical investment mindset.
About Us
Our collective experience enables us to seize opportunities that may outperform benchmarks with less risk. This is how we build trusting and lasting relationships with our clients.
Our Approach
Because each investor has their own objectives and risk tolerance, we design tailored portfolios that evolve according to their needs. And we do this while integrating environmental, social and governance (ESG) factors including biodiversity factors.
Our PortfolioOur executives and portfolio managers draw on their extensive experience to find the best opportunities in the markets. Their hands-on experience operating real businesses allows them to think like entrepreneurs and act like shareholders. Our team’s unique skill-set encompasses macroeconomic and fundamental bottom-up analysis, as well as qualitative judgment; all of which are critical to finding hidden value.
Meet our team
Read our most recent quarterly comments and monthly reports for an informed view of the market environment and our investment outlook.
All our news
Our commentary on the fourth quarter of 2023
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Available upon request
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Our Canadian Equity Strategy as of February 29, 2024
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Our Canadian Fixed Income Strategy as of February 29, 2024
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