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; and
- Three funds offering alternative strategies, as follows:
The three alternative funds are available to the clients of Rivemont and to other investors through their advisor or broker.
As one of the few Quebec-based investment management firms, we endeavour to build long-term trust relationships with every one of our clients. Please contact us so that we can help you reach your financial goals.
Our Product Offering
Martin Lalonde, MBA, CFA
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, CFA, FCIA
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.
He is active on the cryptocurrency market since 2013 and he has an advanced expertise in the fundamental analysis of cryptocurrencies.
* Rivemont has retained the services of Espace MicroCaps to analyze the securities of the Rivemont MicroCap Fund and Philippe Jetté to analyze the securities of the Rivemont Crypto Fund. Messrs. Bergeron, Jetté et Martin are not employees of Rivemont.
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.