About us

Created in 1985, Optimum Asset Management Inc. is an investment consultant firm registered with the Autorité des marchés financiers (Quebec). Its specialty is active bond and equity management as well as indexed management of various asset classes. From its Montreal offices, Optimum Asset Management offers two types of portfolio management: institutional management and private wealth management, institutional management is geared to a client segment comprising pension funds, corporations, insurance companies, foundations, religious orders and professional corporations. It also manages mutual funds, including the OPTIMUM FUNDS®. Private wealth management offers services to individuals who opt for discretionary portfolio management services. This type of mandate is intended to develop an optimal portfolio structure geared to each client’s financial objectives. Optimum Asset Management’s success reflects the expertise of its managers, clearly-defined management styles which favour an approach centered on discipline and professional ethics, as well as service quality to ensure close and lasting cooperation with its client. The assets under management exceed 2.3 billion $.