Your investments
at work

Disciplined investment approach.
Active management. Tailor-made financial solutions.

The firm

Pratte Portfolio Management is an independent investment firm located in Gatineau and Mont-Tremblant.

We are a team of financial professionals who work together to help our clients achieve their financial goals. Pratte Portfolio Management's services are primarily aimed at high net worth families and entrepreneurs.

Our Firm
The Pratte symbiosis

The team

Our offer

OUR STRATEGY

We are active portfolio managers and we constantly readjust our portfolios according to the context. Our mixed approach allows us to better seize opportunities and seeks to limit market declines.

Consult our strategy
Our products

Performance

Pratte North American Equity Fund

The objective of the fund is to provide constant capital appreciation by investing in North American securities.

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Pratte Income Fund

The objective of the fund is to generate consistent income by investing in North American fixed income securities.

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Growth Mandate

The objective of this mandate is to provide capital appreciation by investing in liquid North American equities. We use a proprietary disciplined investment style combined with discretionnary authority to make ajustments.

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Balanced Mandate

The objective of this mandate is to provide capital appreciation by investing in North American stocks and bonds. We use a disciplined proprietary investment style combined with discretionnary authority to make ajustments.

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Conservative Mandate

The objective of this mandate is to generate income and provide capital protection by investing in North American stocks and bonds.

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To Know

Blog

A summary of the financial news that influences the markets. We are constantly on the lookout for what's going on in the world and we regularly inform you of the major events that affect us closely or remotely.