Our private Portfolio

Stay informed of our performance


For nearly 20 years!

Exclusive to our clients, our private Portfolio is geared to the investor who is looking for long-term capital appreciation using high-quality blue-chip names. We use a management style focused on value, growth and quantitative analysis.

Among the main advantages; active and professional management, increased diversification, speed of trade executions as well as a competitive and advantageous pricing.

For informational purposes, here is a graphic illustrating the progression of our private Portfolio which demonstrates the growth of $ 10,000.00 since its inception in 2003 up to $ 57,193.66 as of December 31st, 2022 which represent an annual total return of 9.35%.


You can consult our regular updates with this link «Notre Portefeuile privé».

Please take note that the above-mentioned link is only available in French.

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Get contact information for our team members and find out where our offices are.