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 $4 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

Scott 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 over 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.

Redouane 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

Edward 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, Edward 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 has 11 years of financial industry experience. Prior to joining Triasima, he assumed similar functions covering Canadian equities at Optimum Asset Management from 2007 to 2014.

Nicola Haratonian is primarily involved in the fundamental analysis of global equities. He also participates in the management and monitoring of client portfolios.

MARTIN BEAUCHEMIN, B. Comm. Manager, Securities transactions, and
Assistant, Portfolio Management
more info

Martin Beauchemin joined Triasima in 2004. He holds a Bachelor’s degree in Commerce, major in Economics, from Concordia University in Montreal.

Martin Beauchemin has 25 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.

At Triasima, Martin Beauchemin is primarily acting as market operator and provides Portfolio Management support services.

SIMON TURNER, CFA 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. Simon is also a CFA charterholder since 2018.

Prior to joining Triasima, Mr. Turner was a senior analyst. Middle Office, for National Bank of Canada, covering equity derivatives.

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

MOSTAFA MAHMOOD, FRM Financial Analyst more info

Mostafa Mahmood has joined Triasima in 2016 as an analyst, Operations, and joined the Portfolio Management team in 2018, as a financial analyst. Mostafa holds a bachelor’s degree in actuarial science from the Université du Québec à Montréal and has recently obtained the title of Financial Risk Manager (FRM). He has also successfully passed the Trader Training Course exam.

Mr. Mahmood’s career began in 2014 at RBC Direct Investing as an investment representative. He then worked at Targray as a junior trader, Power Market.

As part of his duties, Mostafa Mahmood is primarily engaged in the fundamental research of global securities and also participate in the quantitative analysis. He is also involved in the management and monitoring of client portfolios and provides general support to the Portfolio Management team.

DANIEL GERMAIN, CFA Financial Analyst more info

Daniel Germain has joined Triasima as a financial analyst in 2019. Daniel holds a bachelor’s degree in Commerce, option Finance, from the Concordia University, and he is a CFA charterholder.

Mr. Germain’s career began in 2014 at TD Canada Trust as a consultant and branch account manager. Prior to joining Triasima, Daniel was an associate advisor at RBC Dominion Securities in a team of investment dealers.

As part of his duties, Daniel Germain is primarily engaged in the fundamental analysis and provides support to the Portfolio Management team.

GABRIEL MOREAU, M.Sc. Financial Analyst more info

Gabriel Moreau joined Triasima as a financial analyst in 2019. Gabriel holds a bachelor’s degree in Business Administration, option Finance, and a master of Finance degree from the Université de Sherbrooke. Gabriel has also passed CFA level 1. As part of the Université de Sherbrooke’s cooperative program, Gabriel completed 3 internships as an investment analyst at Intact Investment Management, Caisse de dépôt et placement du Québec, and AlphaFixe Capital.

Mr. Moreau’s career began in 2018 at the Laurentian Bank as an analyst, Market Monitoring.

As part of his duties, Gabriel Moreau is primarily engaged to conduct fundamental stock market analysis and he provides support to Portfolio Management team.

Client Relationships

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

Mathieu Tanguay joined the Triasima team in 2016 as President and Senior Partner, and took on the additional responsibilities in 2018. Mathieu holds a Master of science – Finance, from HEC Montréal, and is also a CFA charterholder.

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.

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.

Nathalie 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.

DOMINIQUE BAGDIAN Analyst more info

Dominique Bagdian joined the Operations and Compliance team of Triasima in 2012, and in 2016 transferred to the Client Relationships team. Dominique holds a Bachelor of Business Administration in Finance from UQÀM, and she is also a CFA Institute 2018 Level II CIPM (Certificate in Investment Performance Measurements) candidate.

In her role as analyst, Dominique 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
MARIE-FRANCE NARDI Executive Assistant more info
ZINEB DARBACHI Assistant 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

New address

900 de Maisonneuve Blvd. West, Suite 2520, Montreal, Quebec H3A 0A8
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.