Montrusco Bolton Investments Inc

Montrusco Bolton Investments Inc, operating as a corporation, employs 34 professionals, out of which 22 are in advisory roles. Although the number of clients it serves is unknown, the firm's SEC status is reported as approved, and its registration date is September 13, 2010.

• ALE BADARA NIANG

  VICE PRESIDENT, CHIEF TECHNOLOGY OFFICER owns less than 5%

• AMG CANADA HOLDING CORP.

  SHAREHOLDER owns more than 25% but less than 50%

• BENOIT BOURDAGES

  VICE PRESIDENT, OPERATIONS owns less than 5%

• DENIS SENECAL

  SENIOR VICE PRESIDENT, STRATEGIC INITIATIVES owns less than 5%

• FONDS DE SOLIDARITE DES TRAVAILEURS DU QUEBEC

  SHAREHOLDER owns more than 10% but less than 25%

• GINETTE THERIEN

  VICE PRESIDENT ADMINISTRATION AND COMPLIANCE owns less than 5%

• GIUSEPPE DIMASSIMO

  VICE PRESIDENT, BUSINESS DEVELOPMENT owns less than 5%

• JEAN-CLAUDE AYOTTE

  CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER owns less than 5%

• JEAN-DAVID MELOCHE

  VICE PRESIDENT AND PORTFOLIO MANAGER owns less than 5%

• JOHN GOLDSMITH

  VICE PRESIDENT, DEPUTY HEAD OF EQUITIES owns less than 5%

• KIMBERLY MELISSA CHEONG

  PORTFOLIO MANAGER owns less than 5%

• MARC NATAL

  VICE PRESIDENT, CLIENT SERVICING owns less than 5%

• MICHAEL PIERRE BOUET

  SENIOR ANALYST owns less than 5%

• OLIVIER BARRES

  VICE PRESIDENT, FIXED INCOME owns less than 5%

• RICHARD GUAY

  SENIOR VICE PRESIDENT owns more than 5% but less than 10%

• SIMON SIMONIAN

  PORTFOLIO MANAGER owns less than 5%

• SYLVAIN BOULE

  PRESIDENT, CHIEF EXECUTIVE OFFICER owns more than 10% but less than 25%

• TIM RUSSELL

  VICE PRESIDENT owns less than 5%

• AFFILIATED MANAGERS GROUP, INC.

  SHAREHOLDER owns 75% or more

• AMG NORTH AMERICA HOLDING CORP.

  SHAREHOLDER owns 75% or more

• TESSERA CAPITAL PARTNERS, LLC
  United States

• Formula Growth Limited
• Dorchester Wealth Management Company
• O'Shares Investment Advisers LLC
• MCA Cross Border Advisors Inc
• Innocap Investment Management Inc
• Cordiant Capital Inc
• Giverny Capital Inc
• Pictet Asset Management Inc
• Lombard Odier Transatlantic Limited

• Montrusco Bolton Investments Inc. Q4 2022 vs. Q1 2023: Changes in Holdings and What it Means for Investors

• BROOKFIELD ASSET MGT $96,881k
• ROYAL BANK CDA $96,563k
• TORONTO DOMINION BK $91,093k
• TELUS CORP $77,428k
• BROOKFIELD INFR PRTR $70,604k
• BANK N S HALIFAX $63,779k
• BCE INC $58,988k
• ALGONQUIN PWR UTILS CORP $57,766k
• BROOKFIELD RENEWABLE $54,568k
• MICROSOFT CORP $51,317k