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Contact Us

Patrick Bennett
Marie-Hélène Roussin

Tel: 514-282-5852

Address
1501, avenue McGill College
32e étage
Montréal, QC
H3A 3M8
Map

Our Holdings

We belive in careful investment selection and since our clients hold many of the same securities we are able to keep a close eye on all our holdings and portfolio managers.

Our fixed income investments provide both current income and stability to a portfolio. Typically, they are short term - one to five years.

We select our equities for longer-term growth. Our strategy with these holdings is to defer capital gain and maximize dividends. We have assembled a ''Buy and Hold'' list, containing the compagnies that we have the discipline and patience to hold for long time periods. Our managers are closely monitered and the stock is sold only if we believe that the compagny is faltering.

Each client's portfolio is construted in consultation with the client, based on discussions regarding their financial goals and investment style. Clients who wish to be involved in the selection of securities for their portfolio are consulted before each transaction. Others prefer that security selection is decided by a manager that is selected carefully by BMO Nesbitt Burns.