top of page

WHY CHOOSE
OUR FIRM?

FIXED INCOME

SPECIALISTS

Our analysis parameters do not conflict with any other asset classes and the team members have an extensive knowledge in corporate bonds and analyze these investments under a capital preservation approach. 

RISK

MANAGEMENT

Through our internal management system, we are able to implement a market risk control while respecting, to the fullest, the clients management needs.

specialiste (not bought yet).jpg
Réunion d'équipe

EXPERIENCED AND DEDICATED TEAM

Collectively, our team members have many years of relevant experience and bring a wealth of diverse but complementary knowledge. 

In order to respond effectively to our clients' needs and ensure outstanding service, we consider it essential that managers themselves maintain relationships and participate in management meetings with clients.

PORTFOLIO COMPLIANCE

Through our internal system, we validate compliance on a real-time basis. Our clients investment policies and constraints are paramount. We offer to retain a major auditing firm to produce a certificate testifying compliance with the investment policy and constraints. 

5 DIVERSIFIED SOURCES OF ALPHA

To achieve our clients objectives, we use five sources of added value which, when combined, increase the risk-reward ratio of the portfolio. The use of a budget risk allows us to dynamically optimize our allocation across different sources of alpha.

5 SOURCES DIVERSIFIÉES D'ALPHA

Pour atteindre les objectifs de nos clients, nous utilisons cinq sources de valeur ajoutée qui, combinées, augmentent le ratio rendement/risque du portefeuille. L’utilisation d’un budget de risque nous permet d’optimiser de façon dynamique notre allocation à travers les différentes sources d’alpha.

Depositphotos_634182908_L.jpg
Depositphotos_218162422_L.jpg

FLEXIBILITY

Given the modest size of the Canadian bond market, we believe it is advantageous to remain a player whose assets under management remain at a manageable size. This advantage translates into increased flexibility that allows us to properly execute investment strategies and fairly allocate trades between clients. 

PARTNERSHIP APPROACH

Our relationship with clients is viewed as a partnership where we aim to involve them in the strategy, the investment decisions and any related topics. In addition to our financial market analysis, our role extends to the charities they hold dear.

5 SOURCES DIVERSIFIÉES D'ALPHA

Pour atteindre les objectifs de nos clients, nous utilisons cinq sources de valeur ajoutée qui, combinées, augmentent le ratio rendement/risque du portefeuille. L’utilisation d’un budget de risque nous permet d’optimiser de façon dynamique notre allocation à travers les différentes sources d’alpha.

bottom of page