Harris, Bolduc & Associates is an independent portfolio and wealth management firm. Our long-term asset management approach promotes stability and the achievement of our clients' financial objectives. We offer a range of portfolios in fundamental and quantitative management. Responsible, productive and progressive, we are the trusted partner.
175 000 000
Independence and transparency.
Quality of securities, investment discipline and rigor are our basic philosophy.
We invest in innovative strategies to find opportunities in financial markets, to obtain superior performance while optimally reducing risk by using technologies and tools developed by our firm.
The Approach is twofold:
Fundamental strategy, bottom-up approach
Momentum Large-Cap Strategy. Top 100 of the different indices.
Philippe Harris, President, and Manager
Richard Bolduc, Vice-President, and Manager
Christian Cloutier, CIM Assistant Manager
Audrey-Frédérique Rousseau, CIM Customer Service