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, 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
We are an independent portfolio management firm that has no incentive to sell you other services (mortgage, insurance, new issues, etc.). If you have a need for this, we could provide you with a range of options from which you – the customer – will choose.
We choose our business partners on the basis of merit and shared benefit for our customers and our company. This operational flexibility makes it possible to go further, faster, in the right direction.
We control our destiny and it is for the benefit of the client: we know and can articulate why every operational and investment decision was made.
02. TRANSPARENT
Our management fees are clear and transparent; they appear as an expenditure in account statement. They are calculated on the value of assets under management, according to an easy-to-understand grid. For conventional investment strategies, we do not charge a management fee on cash and offer an attractive rate on fixed income.
Our clients’ assets are managed in segregated accounts, with complete transparency: our clients can follow at any time the fluctuation of their investments, transactions and other activity in their account in their name.
With B-CAP, no mutual funds, no complex structured products, no hidden costs, no placement commission.
03. COMPETENT
Investing requires intuition, but you nevertheless need to know where and how to look for information. We have our own Bloomberg Access, the world’s most comprehensive source of financial information; Mathieu has been using this system for 20 years and has developed an expertise in extracting and analyzing information. We frequently consult the institutional research of approx. ten firms. We are interested in macro, corporate news, underlying sector trends, market positioning, investor sentiment, across all asset classes.
Our investment process puts human reasoning at the center of a process based on information and anticipation.
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.