Company Summary

Triasima Portfolio Management is a Canadian investment management firm founded by partners André R. Chabot, Scott Collins, and Redouane Khireddine. With a successful performance track record since 1998, the firm serves a select group of about 200 institutional, sub-advisory, and individual clients. Today, Triasima has about $4 billion in assets under management. It is wholly owned by its employees and directors and is completely independent of any other company or organization.

Triasima is known for its unique Three-Pillar Approach™, which combines fundamental, quantitative, and trend analysis in a rigorous, yet innovative, investment process that remains consistent under all market conditions.

Unique Value Proposition

Triasima Private Wealth is designed for professionals, business owners, senior executives, and other individuals whose assets require particular attention. The service allows you to delegate the comprehensive management of your financial assets to a team of professional managers, just like major institutional investors do. It is the most personalized service in portfolio management.

Triasima is a company of entrepreneurs. We are proud of what we have built, we are passionate about our work, and we invest all our efforts in serving our clients. That’s why we start by understanding you: how you got to where you are, the things that are important to you – your ideals. We then propose an investment plan that you can follow with complete peace of mind, knowing that our team has their sights trained on your objectives.

It starts with you: We take your family and business circumstances into account before developing an investment policy for you.

Full service, full access: You enjoy access not only to our team of expert advisors but also to our team of portfolio managers.

Support and follow-up: We will communicate with you as frequently as you wish. If you experience a change of circumstances that may affect your portfolio, we can make any necessary adjustments quickly.

An integral part of your team: At your request, we will work closely with your other advisors – tax lawyer, accountant, notary, or others – or we can offer you access to our own network of experts.

First-rate security and administration: We focus on managing your assets, entrusting your securities to the custody of some of the largest financial institutions in the country. Your assets are registered in your name and kept completely separate from those belonging to Triasima or to your custodian.

Competitive fees: As a Private Wealth client, you benefit from a fee schedule that is generally much more advantageous than the usual competing management solutions.

AUM ($Bil)

$4.0

Year Founded

1998

Key Personnel

André R. Chabot, CEO and CIO
Mathieu Tanguay, President and CCO
Edward Antczak, Portfolio Manager
Scott Collins, Portfolio Manager
Redouane Khireddine, Portfolio Manager
Nicola Haratonian, Portfolio Manager

Address

900 de Maisonneuve Blvd. West
Suite 2520
Montreal, QC H3A 0A8

Thank you for your interest in Triasima!

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