Are You Ready For A Change? 


Private Investment Management is different: 

  • We transition high-net-worth investors out of mutual funds and managed products 
  • We skip the middleman resulting in lower fees for investors, which leads to better returns 
  • We apply a disciplined approach to design your portfolio with stocks and bonds 
  • We involve a compliance team to manage portfolio risk 
  • We are the largest private investment counsel business in Canada 
  • We have a proven track record 

The highest credentials at your service 

Only a select group of highly qualified advisors offer discretionary portfolio management services. 

Find out how your investments can benefit from this elite level of portfolio management. Contact us today to arrange a meeting. 

My Team

René Blanchard

Vice-President & Portfolio Manager CIM, MBA

François LeBlanc

Associate Portfolio Manager

Lori Northrup

Administrative Assistant

Tracey Merrill

Associate

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