Financial Management in Gatineau

Over 200 millions in assets under management

Conservative Mutual Funds

 
3 years
5 years
10 years
Mackenzie Canadian Growth Balanced
4.73%
8.15%
9.22%
Manulife Global Balanced
4.91%
7.87%
8.54%
I.A. Clarington Loomis Global Allocation
4.24%
8.82%
7.17%
  • Mutual funds consisting of 60% shares and 40% income securities.

*As of December 15th 2023 (Source: Morningstar.ca)

High Performance Mutual Funds

 
3 years
5 years
10 years
Fidelity Greater Canada
12.16%
21.34%
15.04%
Fidelity Class Global Innovators
2.74%
23.11%
N.A.
Mackenzie US All Cap Growth
8.60%
16.77%
16.43%
  • Mutual funds consisting primarily of Canadian and global equities.

*As of December 15th 2023 (Source: Morningstar.ca)

Responsible Investment

 
3 years
5 years
10 years
I.A. Clarington Inhance SRI Class Global Equities
4.12%
12.99%
11.02%
I.A. Clarington Inhance SRI Growth Portfolio
1.26%
7.15%
6.34%
IA Clarington Inhance SRI Balanced Portfolio
0.76%
5.96%
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 December 15th 2023 (Source: Morningstar.ca)

About our 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 for your financial management and receive advice from investment, insurance, and financial experts.

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profil d'investisseurs

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Contact us for the management of your investments, insurance or your pre-retirement financial management 

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