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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

LA PIRE BAISSE BOURSIÈRE EN 2019
05/08/2019 | RDI ÉCONOMIE

La pire séance en sept mois pour les marchés boursiers américains. Les investisseurs s'inquiètent des tensions entre les États-Unis et la Chine. Entrevue à RDI Économie.
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DISNEY CONTRE NETFLIX: LE PRÉLUDE D'UNE SAGA
18/05/2019 | LES AFFAIRES

Walt Disney ne veut plus de Netflix comme intermédiaire. Commentaire dans l'article de Stéphane Rolland. Contenu réservé aux abonnés.
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BOURSES: MEILLEUR TRIMESTRE EN 10 ANS
29/03/2019 | RDI ÉCONOMIE

Le dernier trimestre a été le meilleur depuis 2009 en bourse. Cela va-t-il durer? Entrevue à RDI Économie.
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L'ARRÊT DE TRAVAIL HÂTIF: UN PROJET RÉALISABLE, MAIS GARE AUX IMPRÉVUS
23/02/2019 | LE DEVOIR

Mettre en place un régime d'épargne extrême pour atteindre l'indépendance financière à 40 ans? C'est possible, mais attention aux conséquences. Commentaire dans l'article de François Desjardins.
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Cimon Plante's recognitions

Advisor of The Year Award 2018, Montreal Region, National Bank Financial

Social Responsibility Award 2017, National Bank Financial

Member of the National Bank Financial’s President Club

Top 40 Under 40 nomination, Investment Industry Association of Canada

Young Guns nomination, Wealth Professional

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 investments 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