Our firm
Helping you build wealth
Landry Morin offers discretionary portfolio management to private clients, pension funds, foundations and endowment funds.
What sets Landry Morin apart and ensures optimal returns is our structured approach: we develop and implement a personalized investment policy for each client.
- We ask the right questions to gain a proper understanding of your situation as well as your personal and financial objectives.
- Our investment policies are based on realistic assumptions to enable you to reach your objectives.
- We emphasize exchange-traded index funds and we concentrate on what influences your returns the most: asset allocation.
- Our Momentum Funds enhance our clients' portfolio returns.
Landry Morin is regulated by the Autorité des marchés financiers in Québec and is registered with the regulatory authorities of five Canadian provinces. The assets of our private clients are held by TD Waterhouse Institutional Services, a subsidiary of TD Bank. Click here for more information on how your assets are safeguarded at Landry Morin.