Because your investments should be a source of inspiration
Triasima Private Wealth’s service is designed for professionals, business owners, executives, and other individuals looking for a trusted partner to grow their financial assets.
It gives you the opportunity to fully delegate the management of your portfolio to a team of professional managers, as large institutional investors do.
When you become a Private Wealth client, we start by understanding your story and the ideals that motivate you.
We then propose an investment plan that allows you to focus on these priorities with peace of mind, knowing that our team is focused on your objectives. We provide you with a customized portfolio through a rigorous, innovative, and efficient process.
We can undertake a wide variety of mandates for our Private Wealth clients, tailored to their specific needs, objectives, personal, professional and tax situation, investment horizon, and risk tolerance. These mandates generally fall into five main groups.
Flexible mandates holding a broad universe of stocks of all sizes, Canadian and foreign, for investors seeking high total returns, primarily from capital gains.
Mandates holding stocks and bonds, for investors seeking long-term capital growth, low volatility of portfolio value, and steady income.
Mandates holding dividend-paying stocks, preferred shares, and bonds, for conservative investors seeking high current income and modest capital growth over the medium to long term.
Bonds mandates, actively managed, for conservative investors seeking regular income and capital protection at all times.
Targeted mandates for investors who wish to invest in specific asset classes. These varied-objective mandates seek to outperform their benchmark over time.
We take your family and business situation into account when developing your investment policy.
We can work with your other advisors - tax lawyer, accountant, notary and others.
We communicate with you as often as you want. If there is a change in your life situation, we take it into account quickly.
The custody of your assets is entrusted to one of the largest financial institutions in the country. Your assets are therefore totally separate from those of Triasima.