Optimum Asset Management Inc.

Asset Management at Optimum Group

Optimum Asset Management, founded in 1985, manages more than $8.5 billion of assets in Canada for an Institutional management clientele, consisting mainly of pension funds, foundations, religious orders and insurance companies.

The company also has a private wealth management clientele, consisting of individuals who want their personal or business managed by financial market specialists.

As a fixed-income management leader, Optimum Asset Management offers strategies based on active management, index management, and enhanced index management as well as value-added liability-driven investment strategies.

Its value approach to the management of variable-income securities enables it to offer its clients high-performance products while emphasizing preservation of capital.

Mission

Ensure the prosperity and financial security of our clientele thanks to:

  • a high-level expertise and experience;
  • a made-to-measure method that meets each client's specific needs, and rooted in professional ethics;
  • professional development for our team.

While offering profitability and growth to our shareholders.

Ethics and Conformity

At Optimum Asset Management, compliance is ensured by a stringent Code of Ethics that places client interests first, as well as by strict monitoring of its application. The Code sets out the control rules enabling senior management members to :

  • Oversee the opening and administration of client accounts
  • Supervise personnel
  • Ensure compliance with laws and regulations

All employees and members of the senior management team must read and sign the Code of Ethics each year.

Optimum Asset Management Inc.

425 de Maisonneuve Blvd. West
Suite 1620
Montreal (Quebec)
H3A 3G5
CANADA

514 288-7545