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Summus Investment Management Inc.

Address

1250 blvd René-Lévesque West, #2200
Suite 2200
Montréal, QC H3B4W8
(514) 989 - 2463
romeo@summusinvestment.com
http://www.summusinvestment.com/

Principal Contacts

Riccardo Romeo
V.P., CCO, PM
Tel: (514) 297 - 5635
romeo@summusinvestment.com

Client Minimums

Private: $250,000

Has no minimum for institutional clients.

Types of Accounts Managed

  • Private Individual / Investor

Provinces of Business

  • British Columbia
  • Ontario
  • Quebec*

* indicates a physical location in this province

About Us

Summus Investment Management Inc. was founded in 2012, as an independent Portfolio Management firm registered with the Autorité des marchés financiers (AMF).

We provide our clients with highly personalized service, conflict-free and unbiased investment advice while striving for superior investment performance with less risk. We manage, on a client’s behalf registered (RRSP, LIRA, RRIF, TSFA) and non-registered (individual investment portfolios, corporate, estate, and trust) accounts. Furthermore, we also help our private clients manage other aspects of their wealth needs with our select independent partners. We do all of this for a client favorable and transparent fee.