Solutions as unique as you are

We customize private wealth solutions to match each client’s investment profile and objectives. Get the optimal mix of investment products whether you are seeking long-term capital appreciation, steady cash flows, low portfolio volatility, income generation solutions, or high-yielding and tax-efficient strategies.

Broadening horizons

To make sure we never lose sight of the big picture, we take a holistic approach to adding value that goes beyond investment performance. For example, we are always ready to adjust our roadmap if we believe it will lead to better outcomes for our clients. Find out how Addenda can make a difference for you.

Contact us

Yannick Simoneau, CFA, CIM
Portfolio Manager, Private Wealth
Email: [email protected]
Phone: 514 908-7935

More than just returns

With Addenda Capital, benefit from direct and ongoing access to:

  • Seasoned investment professionals with in-depth expertise across all asset classes
  • Leading-edge research and thought leadership content (publications, information sessions and seminars)
  • Personalized advisory services
  • Customized investment policy statement and asset allocation strategy
  • Institutional-like strategies
  • Tactical portfolio adjustments to take advantage of market opportunities
  • Rigorous portfolio monitoring
  • Detailed reporting
  • Candid, ongoing communication (annual client review, periodic calls and meetings)