François Landry

FDP adopts a global management philosophy with a focus on global diversification. With this philosophy, stock selection is done by sector and by industry, on a global basis, rather than by region or by country. Geographic allocation depends on the choice of stocks, regardless of the region. A company’s source of income is now more important than its location. To support the firm’s internal management team, they use a network of external managers, namely for foreign investments. From globally recognized firms, these managers bring complementary expertise in certain specialized sectors and markets to optimize the potential of client’s investments.

UBSC employs a value investment approach that is based on consideration of price to intrinsic value. The firm offers extensive insight and expertise across the traditional asset classes and investment styles, as well as passive strategies and alternative investments, which encompass single and multi-manager hedge funds, real estate, infrastructure and private equity.

OAM is actively committed to maximizing their clients’ long-term returns while protecting their capital. They apply a high-tech, disciplined management approach based on thorough analysis of securities and issuers, well-defined risk management and sound investment selection. With the application of specific qualitative filters, each of the firm’s strategies has been developed with a specific process that integrates the following analysis: fundamental, technical, market sentiment, and seasonality.

Functions as a College/University

Provides wealth management, trust and financial services

Operates and maintains trust