Member Details

Cote 100

We offer objective, individualized portfolio management services. We strive to create a personnal relationship between the client and the portfolio manager. We aim to minimize portfolio risks while maximizing its long term appreciation.




+800 M$ as at 12/31/2015


Canadian Large Cap, American and North American equity strategies

Fixed-income (Investment Grade)

All strategies are offered via mutual funds or through segregated accounts


The firm adheres to a long term investment philosophy based on a rigorous and thorough stock selection process and investment decisions rest on the firm’s founding principles of Prudence, Patience et Presence and Foresight.


Bottom-up approach with a mixed-style of Value and Growth at reasonable price.

The investment process begins with investment ideas generated by a proprietary quantitative filter followed by a thorough qualitative analysis to establish an initial purchase scenario.

All the research is performed internally.

Philippe Le Blanc


Contact information

1543, Montarville, Saint-Bruno-de-Montarville, Québec J3V 3T8

450 461-2826 • [email protected]

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