Who We Are

We devote all of our energy to delivering value to our clients year after year, regardless of changing market dynamics and volatility.

Montrusco Bolton specializes in providing robust, tailored solutions and effective portfolio management strategies, in keeping with the highest standards of governance.

We have a passion for managing money. We are client focused. We provide an entrepreneurial culture that motivates our highly skilled people to deliver their best work. And we are committed to transparency, integrity and accountability in everything we do.

Firmly established

Montrusco Bolton is a Canadian boutique investment firm with more than 100 institutional clients, both Canadian and foreign. We have a successful track record at achieving long‑term goals based on specific needs and risk tolerance. We have fresh insights regarding portfolio management, strong views about our client focus and deep roots in Canadian communities.

Privately held and independent

Headquartered in Montreal, Montrusco Bolton is a reliable, privately held and independent firm. Half of the company’s staff is made up of investment professionals managing in excess of $5 billion in assets. Our independent status gives us solid foundations for growth and our employee-owned structure ensures that we attract and retain the best talent.

Driven to succeed

Passion has a place in the way we do business. We only deliver solutions that we truly believe in. Our product lineup is a broad reflection of our client-centric approach. It includes Canadian fixed income and equities, as well as U.S. and Global equities. We also offer private debt and emerging market equities through exclusive partnerships and sub-advisory agreements.

Sound governance

Montrusco Bolton strongly believes in maintaining the highest standards of transparency, integrity and accountability. As a result, we have established a firm-wide structure ensuring compliance with applicable rules and regulations in every critical sector of the company (investment, trading, administration, marketing and IT), while improving risk management.

Registered in Canada (Portfolio Manager, Investment Fund Manager and Exempt Market Dealer) since 1946 and in the U.S. (Investment Adviser) since 2010
Member of:

• Portfolio Management Association of Canada (PMAC) since 2011
• Investment Funds Institute of Canada (IFIC) since 2000
• National Regulatory Services (NRS, U.S. registration) since 2010
• Signatory of the Principles for Responsible Investment (PRI) since 2011