A team of 5 investment professionals, some of whom have been working together for over 12 years.
Our team led by Normand Coulombe began working together in 1999. At that time, Normand joined Ernst & Young Investment Consulting Inc. to build and manage the Quebec practice. In 2005, he acquired the assets and founded iNFiNi-t Wealth Management Advisors Inc.
Technology and databases
The following list illustrates our desire to acquire software and databases, or develop them internally, to improve the quality of our services to clients.
Apart from our internal database, we also have access to an external database containing data on hundreds of portfolio managers operating in Canada as well as over 3,000 U.S. and international portfolio managers. Among other things, the database provides essential information on the investment process and philosophy of each manager. It also tells us about the key people managing each strategy. The database is constantly being updated. Manager performance is also broken down by asset class and updated monthly.
We also use external financial information systems, like Bloomberg, to simplify real-time analysis of financial market and financial centre data. This system is used to update iNFiNi-t’s proprietary dashboard, including many macroeconomic indicators (interest rates, statistics, forecasts, research, etc.), allowing sound decisions to be made in a timely manner.
Our internal software is used to produce detailed monthly performance reports. It allows us to produce many statistics for assessing risk, such as standard deviation, the Sharpe ratio and the bear-bull market capture ratio. We also produce detailed analyses of fixed or variable periods, often using statistics such as beta, alpha, correlation, peak-to-trough accumulated losses and other measures of market variability and sensitivity.
The sum total of our knowledge of the industry and technology allows us to apply an organized, fully documented and completely objective methodology to the process by which your managers will be selected. This knowledge and these technologies also allow us to continually re-evaluate these managers for you, once again by applying a fully objective approach.
An important part of our service offer.
In addition to the team of portfolio managers overseeing your investment portfolios, we have an administrative team of analysts and administrators, led by Marie-Line Bérubé, CPA, CGA. The team consist of 5 seasoned professionals, some of whom have been contributing to the firm’s success for over 8 years. Our clients greatly appreciate the stability of the professional staff we have working with them.
Quality, tailored services
Quick, efficient action
Highly available, flexible professionals