Proven over time, and positioned for the future.

There is both a comfort and an obligation in being one of Canada’s oldest independent investment management firm. We were founded in 1946, and we have been through the ups and downs of the market cycles for generations. During this time, we have learned several things. About our process: we have proven that our bottom-up, fundamental approach to investing works. About our approach to selecting companies: thinking and acting like business owners helps us develop unique insights that lead to finding opportunities that others might miss. About our business: working with our clients in close partnership is the only way to deliver superior service.

With offices in Montreal, Toronto, and Calgary, we are able to offer highly personalized investment services to institutional clients such as pension funds, foundations, religious communities, and insurance companies.

Montrusco Bolton Investments Inc. is a private company held by the firm’s key employees and two strategic partners, Affiliated Managers Group, Inc. and the Fonds de solidarité FTQ. Our partnerships give us solid foundation for growth, and our employee-owned structure ensures that we attract and retain the talent that will secure our continued success.

All our clients’ assets are managed from Montreal and Toronto.
As of December 2011, clients have entrusted us with five billion dollars.