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:

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

Martin 1Martin Lalonde, MBA, CFA
President and Portfolio Manager

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).

 

Jean 3Jean Lamontagne, CFA
Vice President and Portfolio Manager

Jean Lamontagne is Vice President and Portfolio Manager. In that position, his main role is to promote the investment strategies of the firm with private clients, brokers, consultants and financial planners. He is also portfolio manager for the Rivemont MicroCap Fund.

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 holds the titles of CFA (Chartered Financial Analyst) and he completed a Bachelor’s degree in actuarial science from Université Laval.

 

 

Valérie Marquis
Client Relations and Business Development

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.

 

 

Asma Mokhtar
Administration and Compliance

Asma is responsible for various tasks related to the administration, client relations and compliance. Prior to joining Rivemont, Asma held a senior customer service position at National Bank of Canada. 

Asma joined the Rivemont team in 2020. She holds a Bachelor’s degree in banking and finance from the Institut supérieur de comptabilité et d’administration des entreprises in Tunisia.

 

 

RIVEMONT MICROCAP FUND TEAM

Mathieu Martin, CFA
Senior Analyst, Rivemont MicroCap Fund

Mathieu is responsible for the fundamental analysis and monitoring of portfolio companies, as well as looking for new investment opportunities for the Rivemont MicroCap fund. Being active in the microcap sector since 2014, Mathieu has been able to develop his network and forge solid relationships with various stakeholders, which leads him to find new opportunities in the market. 

Mathieu also publishes educational articles on the Espace MicroCaps blog (www.espacemc.com) to help democratize microcap investing. Finally, he is a CFA (Chartered Financial Analyst) charterholder since November 2020.

 

 

Philippe Lapointe
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. He is also currently pursuing the CFA (Chartered Financial Analyst) designation.

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Governance

Duly registered with the authorities

Rivemont is registered with the financial authorities as a portfolio manager in Alberta, British-Columbia, Ontario and Quebec. 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 Independent Network (NBIN).

NBIN 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 NBIN to buy and sell securities within your account, but in no circumstances Rivemont have access to the assets held in your account.

Governance