Investment Advisors

They say: “always double check”. We prefer to check three times.

Triasima’s Three-Pillar Approach^TM: a rigorous investment methodology applied by a stable and experienced team

Discover Triasima

Triasima's investment strategies allow investment advisors to enhance their portfolios with an innovative component: the Three-Pillar Approach^TM.

This unique approach in the industry is exclusive to our clients from selected financial institutions and to other partners.

An experienced investment firm, with a unique approach

+ $3 billion

in assets under management

+ 20

years of experience

100%

employee owned. A fully independent firm.

Direct

access to the portfolio managers

Responsible investing: at the heart of all our strategies

Triasima subscribes to the United Nations Principles for Responsible Investment (PRI) and integrates Environmental, Social, and Governance (ESG) factors in all its strategies. We even offer ex-fossil fuel strategies to investors seeking to reduce the carbon footprint of their portfolio.

Discover our unique approach

The Three-Pillar Approach^TM

The Three-Pillar Approach is based on fundamental, quantitative, and trend analysis. Portfolios constructed in this manner typically display a growth and momentum bias, while paying closed attention to capital preservation.

Get to know more about the Three-Pillar Approach^TM

A direct access to your portfolio managers

Our portfolio management team is available directly, upon request, to review your portfolios.

Get to know our team

Direct from our team

2024-04-16

Successful strategies based on a unique performance vector

Our service offering includes more than a dozen investment strategies, covering all major asset classes and all managed using our Three-Pillar Approach^TM.

Canadian Equity Strategy

Canadian All Capitalization Equity Strategy

Canadian Small Capitalization Equity Strategy

Canadian Diversified Equity Strategy

All Country World Equity Strategy

American All Capitalization Equity Strategy

Canadian Equity Ex-Fossil Strategy

All Country World Equity Ex-Fossil Strategy

Low Carbon Balanced Strategy

Balanced Income Strategy

Balanced Strategy

Canadian Long/Short Equity Strategy