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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.

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Our latest media coverage

ALÉNA: POURQUOI AVONS-NOUS PEUR DE TRUMP?
02/12/2017 | Les Affaires

Quel est l'avenir du Canada si les États-Unis se retirent de l’Accord de libre-échange nord-américain (ALÉNA)?
READ MORE

CORRECTION EN VUE?
26/10/2017 | RDI Économie

Faut-il craindre une prochaine correction boursière? Entrevue à RDI Économie.
SEE 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