our firm

Asset manager specialized in equities

Our relentless quest is to create a growth-generating engine to maximize our returns. We believe in the synergy between people and technology, arming each member of our team with cutting-edge technological tools tailored to their needs. We analyze vast amounts of financial data to identify investment opportunities to outperform the market.

Based in Montreal, Ottawa/Gatineau and Mont-Tremblant, we offer investment solutions for private and institutional investors.

Our mission is to accompany our customers with expertise, building long-term relationships based on trust and transparency.
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Picture of our Montreal head office.

Data

Quantitative and systematic

Our decisions are data-driven. We analyze vast quantities of data to identify opportunities with high return potential. Our approach combines quantitative models and AI.

22.57%*

As of July 31, 2024

Our Global Equity Fund has an annualized return of 22.57%, reflecting our performance over the past 12 months, and is designed for investors seeking to maximize their growth.

100M$ +

Managed portfolios

Managing over $100 million for a diversified clientele, our approach meets the specific needs of two distinct market segments: institutional and private clients.
Clientele
Institutional
Clientele
private
Our Regulatory Structure
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Our regulatory structure

Trust is at the heart of our relationship with our customers. That's why we adhere to strict regulations.

Institutional Management

Our investment strategies, centered on our proprietary "Quant Dynamics" quantitative approach, are designed to generate growth and excess returns. We analyze vast amounts of financial data to identify investment opportunities to outperform the market.

Our quantitative approach is supported by advanced technologies, algorithms and artificial intelligence. By combining quantitative analysis and AI, we detect internal improvements in companies meeting our criteria before they are fully priced in.
Performance GraphPerformance Graph
Picture of Desjardins head office in Montreal with a Canadian flag.Picture of Desjardins head office in Montreal with a Canadian flag.

Private Banking

Private wealth management offers you comprehensive support, with a team of highly qualified professionals looking after your investments or any other matters relating to the management of your assets. So you can concentrate on your other priorities. Designed for professionals, business owners, affluent families and other individuals wishing to grow their financial assets, it gives you the opportunity to delegate the entire management of your wealth to a team of professional managers who are there to support you. 
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Locations

From our offices in Montreal, Gatineau and Mont-Tremblant, we combine local presence with global financial expertise.

Montréal

1501 McGill College Avenue, Suite 515 Montréal, QC H3A 1Z4
514-446-4737

Gatineau

200 Montcalm Street, Suite R-8
Gatineau, Qc J8Y 3B5
819-772-4737

Mont-Tremblant

1992 ch Du Village
Mont-Tremblant, Qc J8E 1K4
819-717-2177