Client Access
If you are a Montrusco Bolton client, you may access your usual client page, here.
To access your client account via Investortrax, please click here.
An innovative,
agile and experienced
investment boutique
Montrusco Bolton specializes in providing robust, tailored solutions and effective portfolio management strategies, in keeping with the highest standards of governance.
We have a passion for managing money. We are client focused. We provide an entrepreneurial culture that motivates our highly skilled people to deliver their best work. And we are committed to transparency, integrity and accountability in everything we do.
Montrusco Bolton is a Canadian boutique investment firm with more than 100 institutional clients, both Canadian and foreign. We have a successful track record at achieving long‑term goals based on specific needs and risk tolerance. We have fresh insights regarding portfolio management, strong views about our client focus and deep roots in Canadian communities.
Headquartered in Montreal, Montrusco Bolton is a reliable, privately held and independent firm. Half of the company’s staff is made up of investment professionals managing in excess of $5 billion in assets. Our independent status gives us solid foundations for growth and our employee-owned structure ensures that we attract and retain the best talent.
Passion has a place in the way we do business. We only deliver solutions that we truly believe in. Our product lineup is a broad reflection of our client-centric approach. It includes Canadian fixed income and equities, as well as U.S. and Global equities. We also offer private debt and emerging market equities through exclusive partnerships and sub-advisory agreements.
Montrusco Bolton strongly believes in maintaining the highest standards of transparency, integrity and accountability. As a result, we have established a firm-wide structure ensuring compliance with applicable rules and regulations in every critical sector of the company (investment, trading, administration, marketing and IT), while improving risk management.
