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Contact Us

Gerald Perron, FCSI, CIM
Jonathan Sénécal, CIM
Mathieu Bouthillier, CFA
Victoria Antzinas

Address
1501, ave. McGill College
Bureau 3200
Montréal, QC
H3A 3M8
Map

Services

Portfolio Management

Discretionnary and non discretionnary management for the last 20 years.
Direct access to managers.
Tradition of excellence in research (ranked #1 Canada)*.
Personnal contact every quarter.
Detailed quarterlies and annual reports.
50 families per manager.


Financial management

We have access to a number of experts
Will revision service.
Risk management and asset protection.
Trust service.
Personal and mortgage financing.
Annual review of your financial situation.


Community support

We take on trainees.
Charity – organization of an annual fund-raising event generating more than $100,000