The firm
Profile
Founded in 2010, Rivemont is a portfolio management firm offering both traditional and innovative investment strategies to investors seeking to achieve satisfactory returns along with an effective management of market volatility. At Rivemont, we offer the following investment strategies:
- Traditional strategies for a private wealth clientele; and
- Alternative strategies, meaning strategies focusing on:
Rivemont has been appointed investment advisor to the Rivemont Crypto Fund, the Rivemont MicroCap Fund and the Rivemont Alpha Fund. Majestic Asset Management acts as manager of the three alternative funds and is responsible for their day-to-day operations, while Rivemont is responsible for managing the investment portfolio of these funds. The three alternative funds may be used in the construction of Rivemont clients’ portfolios when, in Rivemont’s opinion, these investment strategies are suitable for them.
As an independent portfolio manager, Rivemont aims to build a long-term, trusting relationship with each of its clients. Do not hesitate to contact us so that we can help you reach your financial goals.
Our team
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Martin Lalonde is the founding President of Rivemont Investments and Portfolio Manager. He has many years of experience in the financial markets and held, before founding Rivemont Investments, the position of senior analyst, investment, mergers and acquisitions for a major Canadian agency. As Portfolio Manager, Mr. Lalonde is responsible for all the strategies of the firm. In that role, he is responsible for the construction of the portfolios including determining the allocation between the different asset classes and the selection of securities. Mr. Lalonde holds a Master’s Degree in Business Administration (MBA) from the University of Ottawa with specialization in international trade from the École supérieure de commerce of Reims, in France. He also holds the title of CFA (Chartered Financial Analyst). |
Martin Lalonde, MBA, CFA
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Valérie Marquis is responsible of business development and investor relations. She has over 15 years of experience in the financial industry and has worked at Bank of Montreal, National Bank as a financing solutions specialist and she was in charge of a sales team at Sunlife Financial. Passionate about entrepreneurship, in 2015 she founded a business concierge firm La Confidente, which offers a range of exclusive services for wealthy clients. She holds a bachelor’s degree in finance administration, has an exempt market license & insurance and is aiming for the title of portfolio manager.
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Jeffrey Veilleux is a portfolio manager primarily responsible for the Smart β Maple strategy. He has several years of experience in capital markets for large Canadian banks. His main duties include managing client portfolios, including maintaining asset class weightings, as well as following up with clients. Mr. Veilleux holds a Master’s degree in Finance from the University of Sherbrooke and is a Certified Investment Manager, CIM®.
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David Blouin is Customer Relations Manager and Rivemont’s first point of contact. He is also involved in administrative activities. David has over 20 years’ experience in banking and investments (National Bank, Manulife, etc.). Mr Blouin holds a Bachelor of Business Administration from HEC Montréal.
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Maxime Angers Lessard has been a financial security advisor since 2013. He has several years’ experience in insurance and investment, and is in the process of obtaining his financial planner designation. His main duties are to establish insurance needs as well as produce financial projections to maximize the achievement of clients’ financial goals. Mr. Angers Lessard holds a degree in management in the context of financial planning firms from Université Laval.
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RIVEMONT MICROCAP STRATEGY TEAM
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Mathieu Martin, CFA Mathieu is responsible for the portfolio strategy and oversees the research and analysis process for new investment ideas. Being active in the microcaps sector since 2014, Mathieu has been able to develop his network and forge solid relationships with various stakeholders, which leads him to find some of the best microcap opportunities in North America. Mathieu has been involved with Rivemont since 2018. He brings with him an exceptional knowledge base, having participated in dozens of conferences, and having met hundreds of management teams over the years. He also holds the CFA (Chartered Financial Analyst) designation since November 2020. |
Philippe Lapointe, CFA
Analyst, Rivemont MicroCap Fund
Philippe is responsible for the fundamental analysis and monitoring of portfolio companies, as well as looking for new investment opportunities for the Rivemont MicroCap fund. Previously, Philippe was a commodity trader in the energy sector. His passion for fundamental analysis in the public equity markets ultimately led him to join Rivemont.
Philippe holds a Bachelor of Commerce degree from McGill University.
RIVEMONT CRYPTO STRATEGY TEAM
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Philippe Jetté is responsible for the analysis of the cryptocurrencies for the Rivemont Crypto Fund. Passionate about emerging technologies, Mr. Jetté has closely followed the development of the blockchain technology and has an in-depth understanding of its many advantages, both as a currency and on the various industries that can be reinvented thanks to this revolution. He has been active in the crypto market since 2013 and bases his expertise in fundamental analysis which leads to successful management results. He holds a CSI certificate on the Canadian Securities Course. |
Philippe Jetté
Governance
Duly registered with the authorities
Rivemont is registered as a portfolio manager in Quebec, Ontario, British Columbia, Alberta, Saskatchewan, Manitoba and New Brunswick, as an investment fund manager in Quebec and Ontario, as a derivatives portfolio manager in Quebec and as an exempt market dealer in Quebec, Saskatchewan, Manitoba and New Brunswick.
You can consult the register of firms and individuals authorized to practice by the Autorité des marchés financiers by visiting the following link: https://lautorite.qc.ca/en/general-public/registers/register-of-firms-and-individuals-authorized-to-practice
Protection of your assets
The client portfolios are managed by Rivemont but held in accounts at National Bank of Canada, more specifically with a divison called the National Bank Independent Network (NBIN).
NBIN is a financial institution that administers assets of more than $200 billion and is a member of the Canadian Investor Protection Fund. That fund protects your assets to a maximum $1,000,000 (and more in certain cases) in the very unlikely possibility of an insolvency of the financial institution.
By virtue of its mandate, Rivemont transmit instructions to NBIN to buy and sell securities within your account, but in no circumstances Rivemont have access to the assets held in your account.
Privacy Policy
In order to comply with the Personal Information Protection and Electronic Documents Act (“PIPEDA”) and the Act respecting the protection of personal information in the private sector (Quebec), Rivemont has implemented a privacy policy. Consult it here.
Martin Lalonde, Rivemont’s Chief Compliance Officer, is responsible for the confidentiality of personal information.