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Do you have any questions about our services? We will be happy to reach out to you.

Private or Institutional Clients

General Enquiries: 514-499-1200

Toll-Free: 1-800-307-8557

E-mail: [email protected]

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Eastern Canada – Montreal

Joé Marcone

514-315-8126 [email protected]

1800 McGill College Avenue, Suite 2510
Montreal, Quebec H3A 3J6

Central Canada – Toronto

Peter Burke

647-258-7861 [email protected]

Royal Bank Plaza, South Tower
200 Bay Street, Suite 2100
Toronto, Ontario M5J 2J4

Western Canada – Calgary

Paul Vaillancourt

587-350-1706 [email protected]

355-4th Avenue SW, Suite 800
Calgary, Alberta T2P 0J1

Our Perspective

Portfolio Update – May 2026

Global equity markets advanced in April, with major indices returning to positive territory despite an environment characterized by volatility and persistent geopolitical tensions. […]

Research Insights Webinar – May 2026

In our second webinar of 2026, Joël Kaczor, Victor Swishchuk, Stéphane Lebrun, and David Maislin discussed how geopolitical and economic developments are shaping financial markets, highlighting key risks and opportunities within a long-term investment perspective. The session explored the evolving energy landscape, global macroeconomic trends, and their implications for investors. […]

Economic and Capital Markets Outlook – Q2 2026

The world economy has sustained a series of profound shocks in recent years, including the pandemic, the Russia/Ukraine war, high inflation and tariff hikes. With the onset of the U.S./Israel-Iran war, it appears that global resilience will once again be tested. […]