our firm

Asset manager specialized in equities

Our relentless quest is to create a growth-generating engine to maximize our returns. We believe in the synergy between people and technology, arming each member of our team with cutting-edge technological tools tailored to their needs. We analyze vast amounts of financial data to identify investment opportunities to outperform the market.

Based in Montreal, Ottawa/Gatineau and Mont-Tremblant, we offer investment solutions for private and institutional investors.

Our mission is to accompany our customers with expertise, building long-term relationships based on trust and transparency.
Quartier général Pratte sur avenue McGill College, Montréal

Data

Quantitative and systematic

Our decisions are data-driven. We analyze vast quantities of data to identify opportunities with high return potential. Our approach combines quantitative models and AI.

24.74%*

On September 30, 2024

Our Global Equity Fund has an annualized return of 24.74%, reflecting our performance over the past 12 months, and is designed for investors seeking to maximize their growth.

100M$ +

Managed portfolios

Managing over $100 million for a diversified clientele, our approach meets the specific needs of two distinct market segments: institutional and private clients.
The Pratte symbiosis

Meet our team

Get to know each other
Philippe PratteEtienne Gelinas
Raymond PratteRaymond Pratte
Marie Josée LessardMarie Josée Lessard
Institutional
Clientele
private
Clientele
Our Regulatory Structure
Logo FaskenLes régulateurs AMF et OSCLogo CVMO
Logo Raymond Chabot Grant ThortonLogo Banque NationaleLogo Canaccord Genuity

Our regulatory structure

Trust is at the heart of our relationship with our customers. That's why we adhere to strict regulations.

Institutional Management

Our investment strategies, centered on our proprietary "Quant Dynamics" quantitative approach, are designed to generate growth and excess returns. We analyze vast amounts of financial data to identify investment opportunities to outperform the market.

Our quantitative approach is supported by advanced technologies, algorithms and artificial intelligence. By combining quantitative analysis and AI, we detect internal improvements in companies meeting our criteria before they are fully priced in.
Graphique de rendementGraphique de rendement
Picture of Desjardins head office in Montreal with a Canadian flag.Picture of Desjardins head office in Montreal with a Canadian flag.

Private Banking

Private wealth management offers you comprehensive support, with a team of highly qualified professionals looking after your investments or any other matters relating to the management of your assets. So you can concentrate on your other priorities. Designed for professionals, business owners, affluent families and other individuals wishing to grow their financial assets, it gives you the opportunity to delegate the entire management of your wealth to a team of professional managers who are there to support you.
Profil d'un utilisateurProfil d'un utilisateur

Locations

From our offices in Montreal, Gatineau and Mont-Tremblant, we combine local presence with global financial expertise.

Montréal

1501 McGill College Avenue, Suite 515 Montréal, QC H3A 1Z4
514-446-4737

Gatineau

200 Montcalm Street, Suite R-8
Gatineau, Qc J8Y 3B5
819-772-4737