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

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

Investment Process

A unique management team providing consistency and repeatability


Step One

The investment commitee formulates an overall vision of the macroeconomic factors that tend to influence the outlook:

- Don Coxe (Global Portfolio Strategist - BMO)
- Sherry Cooper (Chief Economist - BMO)
- Francois Trahan (Porfolio Strategist - Wolfe Trahan)
- Bruce Kasman (Chief Economist - JP Morgan)

Step Two

The market is divided into basic sectors, differentiated by macroeconomic factors that tend to influence the outlook:

- Discretionary consumer spending
- Basic consumption
- Financial
- Utilities
- Technologies
- Energy
- Industrial
- Healthcare
- Materials
- Telecoms

Step Three

Recommandations and investments are based on research from:

- BMO Capital Markets
- Standard & Poors
- JP Morgan
- Valueline

Step Four

The client’s portfolio is created by choosing among securities from a previously defined universe and taking advantage of the strong points of each market:

- Canada
- U.S.
- International

Step Five

The portfolio managers adopt an independent approach in choosing companies according to several criteria:

- Strong fundamentals
- Attractive evaluation
- Competitive advantage
- Good liquidity
- Dominant market share
- Daily Tracking

We follow this method, independent of market conditions, with the objective of providing solid results over a period of from 3 to 5 years. We seek a return that exceeds your personal benchmark.