Discretionary Portfolio Management

“As portfolio manager, our management team can offer you asset management services on a discretionary basis. As a result, you can leave day-to-day investment decisions to a professional while being kept informed of changes to your portfolio through periodic communications. This privileged service allows more dynamic management of portfolios in order to meet your needs while following the highest ethical standard.”

 

Quality Tools:

1. Direct access to an experienced team;

2. Personal contact many times per year;

3. Detailed quarterly and annual reports;

4. Fiduciary Services (Custodial, Settlement, etc.);

  • The administration of reorganizations and other corporate activities is carried out correctly;
  • Securities are securely held and assigned to clients;
  • Dividends and interest are paid to customers on the dates they are received.

5. Administration of transfers between accounts of different beneficiaries;

6. Types of accounts we process: RESP, LIRA, TFSA, RRSP, regular (non-registered), corporate, trust, delivery against payment, investment club, and limited partnership accounts.

 

The Perron Group offers you direct access to the expertise and support of a network of seasoned professionals:

  • The Bank's top-ranked fundamental research analysts in North America;
  • World-renowned strategists and economists, such as Stéphane Rochon, Brian Belski and Douglas J. Porter from the Bank, as well as experienced external specialists;
  • US and international research provided by Value Line, J.P. Morgan, Standard & Poors, etc.;
  • Privileged relationship with the trading floor of BMO Nesbitt Burns, which ensures efficient execution of transactions;
  • Bloomberg terminal exclusive to our group which provides real-time information on international markets, financial statements of companies, banks and governments, prices of fixed income products, commodities and derivative financial instruments, management biographies, as well as access to a global network of market participants, and much more.