Rempart Asset Management

RIASEC Registered
Total AUM
$705M
Discretionary
$705M
100% of AUM
Avg account
$1.5M
Accounts
467
Employees
8
Advisory reps
5

Firm details

Headquarters
Montreal,
CRD number
154209
Registered since
June 21, 2010
Website
rempart.ca
Custodians
INDEPENDENT BANK, RAYMOND JAMES & ASSOCIATES, INC.
Fee structure
Percentage of AUM
Client types
  • HNWI93.62%
  • Charitable Organizations6.38%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Rempart Asset Management is an independent registered investment adviser that focuses on discretionary portfolio management for both individual/family clients and businesses or institutions. The firm is SEC-registered (registration year 2010) and charges fees as a percentage of assets under management. Its operating profile indicates a clear equity preference, and it does not describe itself as an active ESG investor, a pension consultant, or a capital allocator. Advisory services center on portfolio construction and ongoing management for smaller private clients as well as institutional relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 82%, Investment Grade Corp Bonds 11%, Cash & Cash Equivalents 7%82%
  • Exchange Traded Equities82%
  • Investment Grade Corp Bonds11%
  • Cash & Cash Equivalents7%

Contacts

3 of 5
  • Douglas Buchanan

    Douglas Buchanan

    PresidentCRD 4709750

  • David Stenason

    David Stenason

    Managing DirectorCRD 5031989

  • Malcolm Speirs

    Malcolm Speirs

    Investment CounselorCRD 5031985

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Montreal, null

Location

Montreal, null

Headquartered in Montreal, null.

Address
4 Place Ville Marie
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth