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Summus Investment Management Inc.
Address
1250 blvd René-Lévesque West
Suite 2200
Montréal,
QC H3B 4W8
(514) 989 - 2463
info@summusinvestment.com
www.summusinvestment.com/
Principal Contacts
Riccardo Romeo
V.P., CCO, PM
Tel: (514) 297 - 5635
romeo@summusinvestment.com
Client Minimums
Private: $250,000
Types of Accounts Managed
- Private Individual / Investor
Provinces of Business
- 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.