Robert CFA's Contact Details

Robert CFA's Company Details

Montrusco Bolton Investments Inc.

Montreal, QC, CA • 100 - 249 Employees
Investment Bank/Securities Brokerage

We have a passion for managing money. We provide an entrepreneurial culture that motivates our highly skilled people to deliver their best work for our clients. And we are committed to transparency, integrity and accountability in everything we do.Firmly establishedMontrusco Bolton is a Canadian boutique investment firm with more than 100 institutional clients, both Canadian and foreign. We have a successful track record at achieving long term goals based on specific needs and risk tolerance. We have fresh insights regarding portfolio management, strong views about our client focus and deep roots in Canadian communities.Privately held and independentHeadquartered in Montreal, Montrusco Bolton is a reliable, privately held and independent firm. Half of the company's staff is made up of investment professionals managing in excess of $5 billion in assets. Our independent status gives us solid foundations for growth and our employee-owned structure ensures that we attract and retain the best talent.Driven to succeedPassion has a place in the way we do business. Our product lineup is a reflection of our client-centric approach. 
It includes Canadian fixed income and equities, as well as U.S. and Global equities. We also offer alternative solutions through exclusive partnerships and sub-advisory agreements, managed by entrepreneurial and specialized investment firms.Sound governanceMontrusco Bolton Investments Inc. strongly believes in maintaining the highest standards of transparency, integrity and accountability. As a result, we have established a firm-wide structure ensuring compliance with applicable rules and regulations in every critical sector of the company (investment, trading, administration, marketing and IT), while improving risk management. We use National Regulatory Services (NRS), a compliance firm, since 2010 to help us with the US regulations.-----Montrusco Bolton is a Canadian boutique investment firm with more than 100 institutional clients, both Canadian and foreign.