Groupe Robitaille  - fully invested in your peace of mind


Our mission is simple : improve our clients lives in a significant way. We do this by using of all the best tools and technology on the market, combined with a 5 star service delivery.

We focus on long term value creation and preservation for our clients.

Investment Philosophy

Warren Buffett has shaped our approach to investing. We invest in businesses based on strict criteria of financial strength, sustainable competitive advantage, attractive growth potential and solid governance. We only trade opportunistically to take advantage of market fluctuations that create more value for our clients.

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Our goal is to outperform our benchmarks without taking risks related to speculation or market timing. We therefore aim to buy quality companies, operating in a sector that we consider essential to humans and having at least one sustainable competitive advantage that allows them to protect their margins and grow above the competition. Companies led by competent, ambitious, honest managers who use capital with a long-term vision to enrich shareholders.

We like companies that have shareholders and managers with significant stakes in the company, which align their interests with ours. We aim to buy these companies at a reasonable price and then hold them for as long as possible, thereby maximizing our clients’ after tax returns.

 

Alain Robitaille

Senior Portfolio Manager & Investment Advisor

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Fanie Ouellet, MBA, CIM

Portfolio Manager & Investment Advisor

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Josée Houle

Associate Advisor

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Marcel Robitaille, BA, F.Pl., CIM

Associate Wealth Advisor

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Vinh Jutras, B.Sc., CFA

Associate Advisor

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Jean-Michel Gauthier, M.Sc., F.Pl.

Associate Wealth Advisor

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Pascale Lepage

Conseillère Adjointe

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Nataly St-Yves

Conseillère Adjointe

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Line Chretien

Conseillère Adjointe

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Sylvie Bernier

Adjointe Administrative

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Anick Pépin

Adjointe Administrative

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Our RBC Partners

Advisor

Richard Cléroux, MBA, LL.B, F.Pl., FCSI, CIM, JD, CIWM, CFP

Financial Planning Specialist, RBC Family Office Services


Advisor

Daniel C. Duchesne, CLU, MBA, F.Pl., FEA

Financial Security Advisor, RBC Wealth Management Financial Services Inc.


Advisor

Michael Neudorf, LL.B

Will & Estate Consultant, RBC Family Office Services


Advisor

Nathalie Fisette-Caza, MBA, Pl. Fin., MTax., TEP

Vice President, Business Owner Specialist, RBC Family Office Services


Advisor

Tiziana Cirigliano, LL.B

Senior Will and Estate Advisor, RBC Royal Trust


Advisor

Sabrina Silvano, LL.B, JD

Will and Estate Advisor, RBC Royal Trust