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 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.
Jean Lamontagne, CFA
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.
Tristan C. Menard, CIM
Tristan C. Menard joined Rivemont in January 2019. Prior to joining the firm, Tristan was a Portfolio Manager and Associate at Jarislowsky Fraser’s Montreal office, where he was part of a team managing over 40 billion in assets for private and institutional clients. Before that, Tristan worked as a Financial Analyst for the Standard Life Assurance Company of Canada.
He holds the Chartered Investment Manager designation, obtained a bachelor’s degree in Finance and is completing an Executive MBA at Sherbrooke University. Trained at the Collège des Administrateurs de Sociétés, he is also a Director of AlterGo, Formation AletrGo and the Défi Sportif AlterGo. Finally, Tristan was Quebec-based publicly traded mining company Nouveau Monde Graphite’s Executive Vice President, where he headed the corporation’s capital markets initiatives internationally.
Louis has several responsibilities in portfolio administration and compliance. He has won some of the most prestigious academic competitions in finance in Eastern Canada, including the 2018 Jeux du commerce and the 2018 Financial Open.
– Bachelor’s degree in Administration, specialization in Finance from École des sciences de la gestion (ESG UQAM).
– Currently pursues the CFA (Chartered Financial Analyst) designation.
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 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.