Financial Management Paul Marcotte in Gatineau
Over 225 millions in assets under management
Conservative Mutual Funds
3 years
5 years
10 years
Fidelity Global Balanced Portfolio
7.36%
8.28%
6.20%
Manulife Global Balanced
4.78%
6.20%
4.25%
I.A. Clarington Loomis Global Allocation
8.16%
8.01%
7.51%
- Mutual funds consisting of 60% shares and 40% income securities.
*As of April 14th 2025 (Source: Morningstar.ca)
High Performance Mutual Funds
3 years
5 years
10 years
Fidelity Greater Canada
6.61%
17.70%
12.17%
Fidelity Class Global Innovators
15.28%
21.73%
N.A.
Mackenzie US All Cap Growth
14.43%
14.69%
14.54%
- Mutual funds consisting primarily of Canadian and global equities.
*As of April 14th 2025 (Source: Morningstar.ca)
Responsible Investment
3 years
5 years
10 years
I.A. Clarington Inhance SRI Class Global Equities
9.25%
11.87%
9.14%
I.A. Clarington Inhance SRI Growth Portfolio
4.23%
7.37%
5.28%
IA Clarington Inhance SRI Balanced Portfolio
3.90%
6.20%
N.A.
Investment incorporating environmental, social and governance factors in their selection and management.
- Fossil fuel-free investments: no investments in oil, gas, coal, pipeline production…
- Environmental, social and governance (ESG) analysis.
*As of April 14th 2025 (Source: Morningstar.ca)
About Paul Marcotte Investment Management, Insurance and Retirement firm
Offering the best investment and insurance products at the best cost. Access to the largest managers and insurers, at the best cost. To objectively analyze the financial situation of our customers. Recommend only top quality products. Maintain a comprehensive view of your finances.
Do business with Paul Marcotte in Gatineau for your financial management and receive advice from investment, insurance, and financial experts.
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