Our private Portfolio

Stay informed of our performance


For over 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 information purposes, here is a graphic illustrating the progression of our private Portfolio which demonstrate the growth of $ 10,000.00 since its inception in 2003 up to $63 329.94 as of December 31, 2023 which represent an annual total return of 9.67%.


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.

Contact us

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