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Lester Asset Management Inc.

Address

1800 McGill College Avenue
Suite 2102
Montreal, Quebec H3A 3J6
(514) 849 - 5566

www.lesterasset.com

Principal Contacts

Stephen Takacsy
President & Chief Executive Officer, Chief Investment Officer and Lead Portfolio Manager
Tel: (514) 849 - 5566

Client Minimums

Private: $150,000
Institutional: $500,000

Types of Accounts Managed

  • Private Individual / Investor
  • Family Office
  • Institutional Investor - Pension Plan
  • Institutional Investor - Non-Profit
  • Institutional Investor - First Nations
  • Institutional Investor - Other

Provinces of Business

  • Alberta
  • British Columbia
  • Manitoba
  • Ontario
  • Quebec*

* indicates a physical location in this province

Lester Asset Management: Responsible Growth™

Your wealth deserves to be managed in a responsible manner.

Incorporated in 1988, Lester Asset Management is an independent discretionary portfolio management firm serving private clients, family offices, charitable foundations and institutional investors, while exercising a fiduciary duty to always act in its clients’ best interest. The Firm is committed to preserving and growing the financial wealth of its clients through responsible and ethical investing while also providing a high level of personalized service to meet its clients’ evolving needs.

Adding Value for our Clients

We manage our clients’ portfolios using a disciplined and long-term investment approach. Research is based on a sound understanding of each company and the industry in which each operates, complemented by our macro-economic outlook. Our philosophy is value-oriented, seeking to purchase shares at a discount relative to the company’s true worth, as well as event-driven with the goal of eventually realizing maximum shareholder value either through dividend increases, share buybacks, spin-offs or an outright sale. Our objective is to achieve higher than market returns with lower risk. For a broader understanding of our investment philosophy, our performance, and how we view the world today, please consult our website at:  www.lesterasset.com