Personalized Service and Responsible Growth

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 excel in equity and fixed income portfolio management, and we stay focused on what we do best.

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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An Independent Montreal-Based Firm

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

Distinctive Approach and Service

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

Tailored Core Strategies that Generate Sustainable Value

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 Portfolio

More than 50 years of Combined Investment Experience

Our 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