Founded in 2010, Rivemont is a portfolio management firm offering innovative investment strategies to investors seeking solid returns with an effective management of the markets’ volatility. At Rivemont, we offer the following investment strategies:
- Traditional strategies for a private wealth clientele of individuals and families in both Quebec and Ontario; and
- An alternative fund, the “Rivemont Absolute Return Fund”, available to clients of Rivemont and to high net worth investors through their advisor or broker.
Each traditional strategy has a target allocation to bonds, common stocks and alternative assets based on the investor’s risk profile. We manage the traditional strategies with the main objective of maximizing returns while limiting downside risk.
The Rivemont Absolute Return Fund is managed using an innovative strategy based on technical analysis and trend-following with the objective to provide positive returns in all market conditions. The Fund is well suited for high net worth investors seeking to effectively diversify their portfolios in an investment offering a high return while demonstrating a potential for positive returns in down markets. The Fund is easily available to third party advisors and brokers through the Fundserv platform.
As one of the few Quebec-based investment management firms, we endeavour to build strong and long-term relationships, based on trust, with every one of our clients. We also seek to bring a more human and personal touch to the world of portfolio management. Please contact us so that we can help you reach your financial goals.
Martin Lalonde, MBA, CFA
President and Portfolio Manager
Martin Lalonde is founder, President and Portfolio Manager of Rivemont. He has many years of experience in the financial markets. Before founding Rivemont Investments, he was a senior investment, mergers and acquisitions analyst for a major Canadian organization.
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) and is an active member of the Ottawa CFA Society. He is also a member of the Leaders Club of the Gatineau Chamber of Commerce and of the Table d’action en entrepreneuriat, an initiative of the Government of Quebec to foster a healthier business environment in the Outaouais region and across Quebec. Finally, Mr. Lalonde is a financial commentator and he hosts a weekly chronicle at 104.7 FM.
Jean Lamontagne is Vice President, Business Development and Client Servicing. In that position, his main role is to promote the investment strategies of the firm with private clients, brokers, consultants and financial planners.
Previously, Mr. Lamontagne held the position of Vice President at Triasima Portfolio Management. Prior to that role, he held senior consulting positions at Towers Watson and Towers Perrin in the areas of investment and retirement.
He is the President of the Board of the Fondation du Grand séminaire de Montréal. He holds the titles of CFA (Chartered Financial Analyst) and FCIA (Fellow of the Canadian Institute of Actuaries) and he completed a Bachelor’s degree in actuarial science from Université Laval.
Antoine Parent joined Rivemont in June 2016 as Analyst, Investments and Administration. His main responsibilities consist in assisting the portfolio manager in the analysis of the markets, sectors and securities as well as a number of other responsibilities related to portfolio administration and compliance.
Mr. Parent holds a BSc in Business Administration with a major in Finance from HEC Montreal and he currently pursues the CFA designation.
Duly registered with the authorities
Rivemont is registered with the Autorité des marchés financiers (Quebec) and the Ontario Securities Commission as a portfolio manager. Also, Martin Lalonde and Jean Lamontagne are registered as Advising Representative and Mr. Lalonde is also registered as Chief Compliance Officer. You can confirm this information by clicking on this link : http://www.lautorite.qc.ca/en/registre-entreprise-individu-en-corpo.html
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 Correspondant Network (NBCN).
NBCN is a financial institution that administers assets of more than $400 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 NBCN to buy and sell securities within your account, but in no circumstances those Rivemont have access to the assets held in your account.