Portfolio management

Dedicated to your long-term success

We first and foremost view ourselves as risk managers – going above and beyond to ensure that your hard-earned wealth remains well protected through changing conditions. Starting with an in-depth analysis of your short- and long-term needs, we’ll construct a tailored portfolio that leverages our proprietary investment strategies and builds upon our proven track record of success.

Comprehensive capital protection

Our investment strategies are designed to maintain your wealth over the years, ensuring that you have access to the income you need, right when you need it.

The Stock Exchange Tower in Montreal, Quebec.

Backed by research

For our team, having a well-rounded view of the markets is essential – that’s why we utilize both insights from RBC and third-party research groups to inform our strategies.

Diversified and tailored

We utilize any and all investment strategies across asset classes to ensure true diversification, leveraging a proprietary approach built through decades of industry experience.

Professionally managed

Through an advisor-led approach, we’re able to expertly manage your portfolio on your behalf and take advantage of fast-moving market opportunities.

This is a great team of professionals to work with, and I am very appreciative and grateful of the work and effort this team puts in on a daily basis to manage my life’s savings. Feeling confident in their abilities is one thing – seeing the results is quite another. If the last 20 years has shown me anything, it is that this team has proven that they are trustworthy and reliable, and their output and seriousness with my investments has been proven many times over.

— Michael, entrepreneur
In 2001, my fiscalist referred me to André Prud'Homme to manage my financial assets. From the beginning and over the years, the mutual trust that we have developed, his great professionalism, and his dynamic and competent team have been able to calm my insecurities in the face of unstable markets. The discussions and frequent meetings concerning my desire for less risky investments have always been respected, even if sometimes there were differences of opinion. For more than 20 years, my requirement to maintain this financial stability has been understood and executed from all points of view.

— André, retired business owner

Dedicated to your long-term success

Comprehensive capital protection

Backed by research

Diversified and tailored

Professionally managed

— Michael, entrepreneur

— André, retired business owner

A new level of personalized service

Elevate your wealth management experience today.