BeeQuest is an investment management firm that offers sustainable, customized and optimized investment strategies to its clients based on each one’s unique values and financial needs. Our investment solutions are based on two key principles: to offer best-in-class, high-quality investment portfolios to all clients, and to do so in a responsible and sustainable manner.
Founded
2021
Assets
N/A
Strategies
Canadian Equities, US Equities, Global Equities and Fixed Income
All our investment strategies are based on the same proven and rigorous investment approach. Our institutional-grade portfolios are built to have a strong sustainable bias, exhibit superior market resilience, and be composed of high-quality assets.
Our strategies' objective is to deliver excess returns over their respective benchmark over the long term. Our strategies are considered active with moderate tracking error around their benchmark.
Philosophy
Our investment solutions are based on two key principles: to offer best-in-class, high-quality investment portfolios to all clients, and to do so in a responsible and sustainable manner.
Approach
Whether for individuals, family wealth offices, foundations and other types of institutional investors, our approach is exactly the same:
- Understand our clients’ financial needs and core values.
- Design an optimal and diversified portfolio to attain our clients’ financial objectives.
- Align and customizing each client’s portfolio based on one’s own priorities and values.
Team
Mathieu Blais, Co-Founder & Portfolio Manager
Tommy Ouellet, Co-Founder & Portfolio Manager
Co-Founder & Portfolio Manager
Mathieu Blais
[email protected]
1696 rue Timothee-Kimber
Chambly (QC) J3L 0P2
Telephone: 5148937894
Website: https://www.beequest.ca
