Main Content

What distinguishes us

SUPERIOR RETURNS

Our approach builds on the success of the most acclaimed investors in the world. Our rigorous research allows us to obtain superior returns for our clients.

FIRST CLASS SERVICE

We are devoted to offering you a five-star customer experience. We introduce a limited amount of new investors per year, to ensure we can keep that personal touch in our relationship with you.

COMPREHENSIVE FINANCIAL EXPERTISE

We assist you with all your financial needs. We set your goals, aspirations and priorities above anything else, to help you achieve what matters most to you.

Our expertise

Portfolio management

Striving for excellence is one of our values and we apply it at the very heart of our profession. Our main objective is to render performance that exceeds expectations. We build a customized portfolio for each of our clients, allowing us to tailor their investment experience to their individual needs.

Learn more

Our latest media coverage

Y A-T-IL DU RENDEMENT DANS LE MINIBAR?
30/06/2018 | LES AFFAIRES

Les spéculateurs à la recherche du thème à la mode n’en ont que pour le cannabis. Qu’en est-il de cette « bonne vieille bouteille »? Commentaire dans l'article de Stéphane Rolland.
READ MORE

VERS UNE RÉCESSION AMÉRICAINE?
07/06/2018 | RDI ÉCONOMIE

La courbe des taux d'intérêt américains pourrait signaler l'arrivée d'une récession. Entrevue à RDI Économie.
SEE MORE

LE CANADA DANS LE ROUGE POUR LONGTEMPS!
28/02/2018 | SALUT BONJOUR!

Suite à la présentation du budget fédéral du ministre des finances, Bill Morneau, que doit-on penser des projets d'investissement ? Entrevue avec Georges Pothier et Gino Chouinard.
SEE MORE

PÉTROLE : LA SURPRODUCTION AMÉRICAINE FERA-T-ELLE CHUTER LES PRIX ?
10/02/2018 | Les Affaires

Comment devrait évoluer le prix du pétrole en 2018? Commentaire dans l'article de François Normand.
READ MORE

Cimon Plante's recognitions

Member of the National Bank Financial’s President Club

2015 Top 40 Under 40 nomination, Investment Industry Association of Canada

2015 Young Guns nomination, Wealth Professional

2015 Qualified «Top of the Table» member, Million Dollar Round Table American association

Testimonials

« Professional, dedicated team. We always have explanations on delicate market situations. Always listening to the customer. »
- Pierre Smith, client since 2010

« Excellent team, very dedicated. »
- Yves M., client since 2011

« A personalized service with extraordinary follow-ups. To have had placements with other firms before, I was pleasantly surprised by the time and research that was done to meet my needs. »
- Jean Nolin, client since 2015

« Dedicated and highly professional team, very attentive to the interests of their clients! Thank you for your excellent service 🙂 »
- Marie-France Laperrière, client since 2016

« Outstanding team, professional, attentive to their customers, very dedicated! »
- France Lemelin, client since 2017

« A team that listens to its customers. Congratulations on your initiatives ..... A proactive professional partner. »
- Marie-France Dragon, National Bank partner since 2015