Rempart Asset Management

Business Details

Your Trusted Investment Partner in Montreal

Rempart Asset Management Asset Management specializes in discretionary investment management for individuals, private corporations, and foundations. Our firm combines disciplined portfolio management with a focus on quality and conservative risk management to deliver steady performance with relatively low volatility. Since our founding, we have prioritized a cash-flow oriented investment approach, supported by rigorous research conducted by our experienced team of investment professionals. Headquartered in Montreal, Quebec, with a branch in Toronto, Ontario, we serve clients internationally while maintaining a strong commitment to personalized service and tailored investment solutions. Our team has worked closely together since 2003, with each portfolio manager bringing decades of expertise to client portfolio management. We emphasize a collaborative, team-based approach to ensure thorough familiarity with each client's unique financial circumstances and objectives.

Our services include customized portfolio construction, quarterly reporting, and consolidated financial position analysis to meet diverse client needs. We adhere to the CFA Institute's Code of Ethics and maintain registrations with major regulatory bodies across Canada and the United States. Our long-standing relationships with third-party custodians ensure secure asset management, while our annual audits by Richter LLP reinforce our commitment to transparency and accountability. Through this comprehensive framework, we strive to build lasting client relationships grounded in trust, expertise, and consistent execution of our investment philosophy.

Services

Discretionary Investment Management Portfolio Management Equity Investments Fixed Income Strategies Balanced Portfolios Risk Management Client Reporting International Investment Services Cash Flow Analysis Tailored Investment Solutions

Highlights and features

We offer over two decades of combined investment management experience from our founding partners.
Our team maintains registrations with major regulatory bodies across Canada and the United States.
We provide tailored portfolio solutions incorporating individual client circumstances and objectives.
Our disciplined cash-flow oriented investment approach minimizes portfolio volatility.
We maintain transparent operations with annual audits conducted by Richter LLP.

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Services

Discretionary Investment Management

Our discretionary investment management service creates customized portfolios aligned with client-specific financial goals and risk tolerance. We implement cash-flow oriented strategies while maintaining conservative risk parameters. With over two decades of combined experience, our team structures portfolios for consistent returns through rigorous fundamental analysis and macroeconomic trend identification.

Equity Investments

Our equity investment strategy focuses on companies generating significant free cash flow with strong balance sheets and proven management. We conduct in-house research on over 100 companies annually, selecting 25-30 suitable investments. Our approach emphasizes non-cyclical market leaders that intelligently allocate capital through dividends, share buybacks, and strategic investments.

Fixed Income Strategies

Our fixed income strategy prioritizes capital preservation through high-quality government and corporate bonds. We maintain disciplined selection criteria focusing on investment-grade securities while analyzing macroeconomic factors affecting fixed income markets. The approach balances income generation with risk mitigation through diversified holdings across federal, provincial, and corporate issuers.

Balanced Portfolios

Balanced portfolio mandates combine equity and fixed income investments to achieve consistent returns within a low-risk framework. We determine optimal asset mixes by analyzing business cycles, inflation trends, and monetary policies. Our team implements timely adjustments while maintaining long-term growth and capital preservation objectives through diversified, high-quality holdings.

Client Reporting

We provide comprehensive quarterly reporting detailing all portfolio securities with book and market values. Our reporting system offers consolidated views of client financial positions while accommodating separate evaluations for accounts with distinct investment objectives. The process ensures transparency through timely, accurate documentation of portfolio performance and holdings.

People

Douglas Buchanan

President

Founding President with prior experience at MacDougall Investment Counsel, AGF Private Investment Management, and Canadian National Railway Pension Fund. Specializes in portfolio management and client servicing for private and institutional clients.

David Stenason

Managing Director

Co-founding partner with 27 years of experience in portfolio management and energy sector analysis. Previously served as senior portfolio manager at MacDougall Investment Counsel and analyst at major Canadian investment dealers.

Natalie Circelli

Investment Counsellor

Founding team member with extensive experience in portfolio management across private clients, estates, trusts, and foundations. Previously held senior positions at MacDougall Investment Counsel, AGF Private Investment Management, and Royal Bank Financial Group.

Malcolm Speirs

Investment Counsellor

Original team member with 17 years of private client portfolio management experience at TD Asset Management and MacDougall Investment Counsel. Specializes in portfolio management and regional director-level client servicing.

David Buma

Investment Counsellor

Equity research specialist with 14 years covering energy and industrial sectors. Transitioned to investment management at BonaVista Asset Management before joining Rempart Asset Management Asset Management in 2018 with expertise in portfolio construction and market analysis.

Questions

What types of clients does Rempart Asset Management Asset Management Asset Management serve?

We serve individuals, private corporations, and foundations seeking discretionary investment management solutions tailored to their unique financial circumstances and objectives.

How does Rempart Asset Management Asset Management approach risk management in investments?

Our conservative risk management approach focuses on capital preservation through diversified portfolios of high-quality equities and fixed income securities with disciplined cash-flow analysis.

What geographic areas does Rempart Asset Management Asset Management serve?

Headquartered in Montreal, we serve clients across Canada, the United States, and internationally through our SEC and provincial securities commission registrations.

How are investment portfolios customized for clients?

We create tailored portfolios considering existing holdings, income requirements, tax considerations, time horizons, and growth objectives through individualized investment policy statements.

What reporting frequency can clients expect?

We provide comprehensive quarterly portfolio valuations listing all securities with book and market values, offering consolidated views or separate evaluations based on client needs.