Who we are

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 $3.7 billion in assets under management. It is wholly owned by its employees and directors, and is completely independent from any other company or organization.
Who we are

Our approach

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.

More on our approach

 

Our services

INSTITUTIONAL MARKETS

Investment management services, in the major equity asset classes, for institutional investors.

  • Corporate and public pension plans
  • Defined benefit plans
  • Defined contribution plans
  • Insurance companies
  • Endowments
  • Foundations
SUB-ADVISORY SERVICES

Triasima acts as sub-advisor for funds and strategies offered to individual investors through a variety of sales networks.

  • Pooled and mutual fund sponsors and distributors
  • Defined contribution and investment-only platforms
  • Separately managed accounts

 

PRIVATE WEALTH

Investment management services for investment firms, investment advisors and financial planners:

  • Family offices
  • Trusts
  • Estates
  • Individuals

 

Registration

Triasima is registered as a portfolio manager in the following Canadian provinces and territories : Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, PEI, Quebec, Saskatchewan, the Northwest Territories, and Nunavut. Its primary regulator is the Autorité des marchés financiers (AMF).

Team

Portfolio Management Team

Andre Chabot
ANDRÉ R. CHABOT, B. ENG, MBA, CFA Founding Partner, CEO and CIO more info

André R. Chabot is the father of the Three-Pillar Approach. He holds a degree in Engineering, a Master of Business Administration and is a CFA charterholder. Mr. Chabot has been managing assets for institutional and high net worth clients for over 30 years. From 1980 to 1987,  he worked in the field of corporate finance for the Chase Manhattan Bank and the Bank of Montreal. In 1987, he joined Bolton Tremblay, where he was involved in asset mix studies and equity management. He joined Magna Vista Capital Management as senior partner in 1996. In 1998, he set up a portfolio management team to advise on assets for a mutual fund organization. This team subsequently became Triasima.

SCOTT COLLINS, CFA Founding Partner and Portfolio Manager more info

Mr. Collins joined the Triasima investment team in 1998. He holds a bachelor’s degree in Commerce from Concordia University and is a CFA charterholder.

Mr. Collins has more than 20 years of financial industry experience. His career began as an investment banking analyst at the corporate finance firms Wallace Dewan and Gordon Capital from 1996 to 1998.

Mr. Collins participates in the management of various investment strategies. On the research side, he primarily performs fundamental research on small- and mid-cap companies, and is also involved in the quantitative analysis of securities.

Redouane Khireddine
REDOUANE KHIREDDINE, CFA Founding Partner and Portfolio Manager
more info

Redouane Khireddine holds postgraduate degrees in Finance from Université du Québec à Montréal and in Banking from IFID. He is also a CFA Charterholder.

Mr. Khireddine has 17 years of financial industry experience. In 1999, he joined the investment team of Triasima, at which time he contributed to the final definition of the firm’s investment methodology through analytical research into the quantitative pillar, especially as it pertains to the identification of qualitative and technical factors that can enhance portfolio value.

Mr. Khireddine participates in the management of various investment strategies and monitors portfolio structures. He is primarily involved in the quantitative and trend analysis of securities.

Edward Antczak
EDWARD ANTCZAK, MBA, CFA Portfolio Manager
more info

Mr. Antczak joined Triasima in 2012 as Portfolio Manager. He holds a Master of Business Administration from HEC Montreal and a Master of Economics from the Gdansk University in Poland. He is also a CFA Charterholder.

Mr. Antczak has 30 years of financial industry experience. His career began in private wealth management in 1986 at the Royal Trust Company. He then joined the Caisse de dépôt et placement du Québec as a financial analyst. His most recent position was portfolio manager for the Rio Tinto Alcan pension fund.

As Portfolio Manager, Mr. Antczak is involved in managing Triasima’s Canadian equity strategies. He primarily does fundamental research on Canadian large- and mid-cap companies.

NICOLA HARATONIAN, CFA Associate Portfolio Manager more info

Nicola Haratonian joined Triasima in 2014 as a Financial Analyst, and was promoted to Associate Portfolio Manager in 2017. Nicola holds a Bachelor’s Degree in Management from HEC Montreal and is a CFA Charterholder.

Mr. Haratonian is primarily involved in the fundamental analysis of US and International equities. He also participates in the management and monitoring of client portfolios.

Mr. Haratonian has 10 years of financial industry experience. Prior to joining Triasima, he assumed similar functions covering Canadian Equities at Optimum Asset Management.

MARTIN BEAUCHEMIN, B. Comm. Assistant, Portfolio Management more info

Mr. Beauchemin joined Triasima in 2004 as trader and to provide portfolio management and administrative support.
Martin holds a Bachelor’s degree in Commerce, major in Economics, from Concordia University in Montreal.

Martin Beauchemin has 22 years of financial industry experience. Prior to joining Triasima, he had been assuming similar functions with RBC Dominion Securities from 2000 to 2004. Martin held positions in finance for the CIBC and later the Royal Bank between 1994 et 2000.

CLÉMENT AYMARD, MBA Financial Analyst more info

Clément Aymard joined Triasima in 2017 as a Financial Analyst, Portfolio Management. Clément obtained a Master’s degree in Finance from the ICN Business School (Nancy, France) and also holds a MBA from Université Laval. He has successfully completed all three levels of the CFA program.

Mr. Aymard began his career in 2013 as intern auditor at KPMG in Luxembourg. From 2015 to 2016, Clément was employed by Université Laval where he was working as Research Assistant while conducting his MBA program.

As part of his duties, Mr. Aymard is mainly engaged in the fundamental analysis of American and International companies of developed or emerging countries. Clément is also involved in the monitoring and management of client portfolios and he provides a general support to the portfolio management team.

SIMON TURNER Financial Analyst more info

Simon Turner joined Triasima as a Financial Analyst in 2017. Simon holds a graduate diploma in Finance from HEC Montréal and a bachelor’s degree in Business Administration from Université du Québec à Trois-Rivières. He is also a 2018 Level III CFA Candidate. 

Prior to joining Triasima, Simon was a Middle Office Senior Analyst for National Bank of Canada, covering Equity Derivatives. 

As part of his duties, Simon Turner is mainly engaged in the fundamental analysis of US and International equities. Simon is also involved in the monitoring and management of client portfolios and he provides a general support to the portfolio management team.

Client Relationships

MATHIEU TANGUAY, M.Sc., CFA President and Senior Partner more info

Mathieu Tanguay joined the Triasima Investment Management team in 2016 as President and Senior Partner. He holds a Master of Science degree in Finance from HEC Montréal and is also a Chartered Financial Analyst (CFA).

Mr. Tanguay has extensive experience in the investment industry. From 2010 to 2016, he was a Partner and the Market Business Leader for Mercer’s investment consulting practice in Eastern Canada and was a member of Mercer’s North American Investment Leadership team. As a consultant, Mathieu and his team provided strategic consulting to institutional investors on all aspects related to asset management, including governance, strategy design (risk management, liability-driven investment, etc.), implementation, and performance monitoring.

Prior to that, Mathieu taught Finance at HEC Montréal between 2007 and 2010, and was Vice President, Capital Markets at TD Securities from 2003 to 2007. He also acted as President of the Montreal Bond Traders’ Association.

As President and Senior Partner, Mathieu Tanguay assumes the responsibilities related to Client Relationships and takes charge of certain activities not directly related to investment management, including operations and compliance. Mr. Tanguay is also member of the Triasima management committee.

NATHALIE NOWLAN, M.Sc., CFA Vice-President more info

Nathalie Nowlan joined Triasima in 2015 as an Associate, Business Development and Client Servicing. She holds a Bachelor degree in Business Administration from l’Université de Moncton (Moncton, NB) and a Master of Sciences in Financial Economics from HEC Montreal. She is also a CFA charterholder.

Ms. Nowlan has over 10 years of financial markets experience. Prior to joining Triasima, she was an Advisor in asset management at Pensul. In that role, she helped foundations, pension plans and other institutional investors select and monitor investment managers.

Ms. Nowlan assumes various roles and strategic functions within the Client Relationships group. She is involved in completing RFP, producing various client reports and presentations, and answering clients’ and consultants’ inquiries. Nathalie was promoted to the role of Senior Director in July 2016 and to Vice-President in 2017.

ANNE-MARIE MONETTE Vice-President, Private Wealth more info

Anne-Marie Monette joined Triasima Portfolio Management as Vice President, Private Wealth, in 2017.

Anne-Marie has close to 20 years of investment-related experience, mainly in client servicing roles. During the course of her career, she has held various positions at Goldman Sachs and JP Morgan Chase in New York, in addition of having acted as portfolio manager at Caisse de dépôt et placement du Québec. More recently she was Director, Institutional Sales, at RBC Capital Markets, in Montreal.

At Triasima, Anne-Marie’s role is to provide the highest quality of service to our Private clientele.

DOMINIQUE BAGDIAN Analyst more info

Dominique Bagdian joined the Operations and Compliance team of Triasima in 2012. Dominique holds a Bachelor of Business Administration in Finance from UQÀM and is currently preparing for the Principles Exam of the CIPM program (Certificate in Investment Performance Measurements) at the CFA Institute.

Dominique assumes various supporting roles and functions within the Business Development and Client Servicing group. She is mainly involved in the preparation of financial reports and presentations to clients. Dominique is also responsible for the maintenance and update of databanks, marketing tools, and financial data on Triasima’s Website.

STÉFANY PAQUIN Coordinator more info

History

Triasima investment team formed
Three-Pillar Approach™ created
Canadian All Cap Equity strategy launched
Canadian Small Cap Equity strategy launched
Balanced strategy launched
High Income strategy launched

1998

Canadian Large Cap Equity strategy launched

1999

Canadian Long/Short Equity strategy launched

2000

Canadian Diversified Equity strategy launched

2006

Triasima reaches $400 million in AUM

2009

All Country World Equity strategy launched

2012

Triasima reaches $2 billion in AUM

2013

Triasima launches new corporate image

2014

Our address

1555 Peel St., Suite 1200, Montreal, Quebec H3A 3L8
T: 514.906.0667

About us

Triasima Portfolio Management Inc. is a Canadian investment management firm with a diversified clientele of more than 200 institutional and high net worth clients. The firm is known for its proprietary Three-Pillar Approach™, which combines fundamental analysis, quantitative analysis and trend analysis in a rigorous, yet innovative, investment process.