PORTFOLIO SOLUTIONS ALIGNED WITH YOUR GOALS
A PORTFOLIO MANAGER COMMITTED TO YOUR INTERESTS
Bouthillier Capital is registered with the Autorité des marchés financiers (AMF) in Québec and the Ontario Securities Commission (OSC) as both a Portfolio Manager and a Derivatives Portfolio Manager.
At Bouthillier Capital (B-CAP), we are driven by the same discipline, dedication, and expertise in serving both private and institutional investors.
Our agile structure, cutting-edge tools, and the depth of experience within our team allow us to meet the distinct demands of each client, delivering tailored portfolio solutions aligned with their objectives and ambitions.
We are committed to a transparent, disciplined investment approach:
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No opaque or complex products
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No placement commissions
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A thorough, independent understanding of every investment recommendation
01. INDEPENDENT
At B‑CAP, independence is at the core of our management approach. We are not tied to any additional products or services—no mortgages, no insurance, no imposed new issues. If you require complementary solutions, we present a selection of options, and you choose freely.
We select our partners based on their merit and the value they bring to our clients. This operational independence allows us to act quickly and effectively, always in the right direction.
Every decision, whether operational or investment-related, is made with transparency and can be clearly explained. Controlling our own destiny means, above all, serving your interests and growing your wealth in a clear and responsible manner.
02. TRANSPARENT
Our management fees are simple and clear: they appear directly on your account and are calculated on the value of assets under management, excluding cash, according to an easy-to-understand declining scale. A full summary is available in the documentation within the Client section of our website. Through our secure portal, you can access the detailed calculation of your fees as well as your signed management agreement.
All accounts are managed on a segregated basis: you can monitor your portfolio’s performance, transactions, and all account activities in real time, at any moment.
With B‑CAP, there are no opaque mutual funds, no complex products, no hidden fees, no sales commissions—just clear, responsible, and transparent management of your wealth.
03. COMPETENT
Investing requires intuition, but above all the ability to listen and understand each client’s financial needs. This attention allows us to build personalized portfolios aligned with your objectives and situation.
At the same time, we combine this client-focused approach with cutting-edge technical expertise: full access to Bloomberg, the world’s most recognized financial information platform, used by Mathieu for over 20 years, supplemented by institutional research from several leading firms. Our monitoring covers macroeconomics, corporate news, and financial fundamentals across multiple asset classes.
Human judgment guides our investment process, supported by technology.
PRIVATE CLIENTS
Wealth Management Focused on Service, Clarity and Security
At Bouthillier Capital, we recognize that every investor is unique. Your financial situation, personal projects, and investment objectives deserve our full attention.
We place active listening, discipline, and continuous adaptation at the heart of our client relationships.
Personalized Support at Every Stage
Your dedicated advisor is committed to:
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Prioritizing your interests above all else.
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Gaining a deep understanding of your personal and professional circumstances, as well as your financial goals.
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Developing an investment strategy tailored to your risk tolerance, investment horizon, and specific needs.
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Implementing customized solutions across a range of accounts, including non-registered accounts, RRSPs, RRIFs, LIRAs, LIFs, TFSAs, RESPs, corporate accounts, and others.
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Providing impartial advice, free from any commercial conflicts.
A Relationship Built on Transparency
We are committed to a clear and disciplined investment approach:
no complex products, no placement commissions.
We exercise full control over all investment decisions.
Our in-depth understanding of every transaction allows us to provide clear and detailed explanations whenever requested.
We conduct regular reviews of your profile and adjust your portfolio as your needs evolve.
You benefit from secure online portal access and receive frequent, detailed account statements, enabling you to monitor the composition and performance of your portfolio.
A Secure Environment for Your Assets
The assets you entrust to us are held with leading custodians such as National Bank Independent Network (NBIN), a member of the Canadian Investor Protection Fund (CIPF).
In accordance with industry best practices, client funds and securities never pass through Bouthillier Capital. We have no direct access to or control over your assets. This strict segregation provides an additional layer of protection and strengthens the security of your investments.
INSTITUTIONAL CLIENTS
High-Performing Strategies, Managed with Discipline
Bouthillier Capital brings deep institutional portfolio management expertise to meet the rigorous requirements of sophisticated investors. We understand the critical importance of clearly defined investment policies, comprehensive risk management frameworks, detailed performance attribution, and full transparency in reporting.
Our approach is anchored in disciplined execution and clear communication.
We deliver detailed, frequent reporting that includes portfolio composition, net and gross returns, risk metrics, and attribution analysis.
Clients can also track the strategy’s evolution on Bloomberg.