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Titre h4 Gestion de portefeuille Medici

Plus de 400 familles et institutions font confiance à Medici pour la gestion de leur portefeuille. L’approche de gestion privée de Medici mène toute l’équipe à offrir un service basé sur la transparence, l’imputabilité et les services hautement personnalisés. Nos gestionnaires traitent les clients de la même façon qu’ils souhaiteraient être traités, investissent eux-mêmes leur propre argent dans les mêmes titres que les clients.

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1428 Montarville #201
Saint-Bruno-de-Montarville (Quebec)
J3V 3T5

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May 28, 2025

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Talk to us

450-723-0614
1-855-723-0614
[email protected]

Meet us

1428 Montarville #201
Saint-Bruno-de-Montarville (Quebec)
J3V 3T5

We are registered as Portfolio Manager and Investment Fund Manager with the AMF in Quebec, with the Ontario Securities Commission, Alberta Securities Commission, and British Columbia Securities Commission. Medici is also registered as a Financial Planning firm with the Autorité des marchés financiers (AMF) in Quebec.

We adopted the CFA Institute Code of Ethics and Standards of Professional Conduct

As trustee, National Bank Independent Network provides security for the assets held by all our clients. (see Notes)

@2026 Medici. All rights reserved.

Operating for more than 25 years in the financial services industry, National Bank Independent Network is one of Canada's leading providers of custody, brokerage, clearing, settlement and recordkeeping solutions introducing brokers, independent registered portfolio managers and investment fund managers. National Bank Independent Network currently serves more than 400 firms from coast to coast and can rely on the financial strength of the National Bank of Canada (NBC). National Bank Independent Network is a division of National Bank Financial Inc. (NBF Inc.) an indirect wholly-owned subsidiary of NBC, a public company listed on the Toronto Stock Exchange (NA: TSX). National Bank Independent Network is also a registered trademark of the BNC used by FBN inc. NBF inc. is a member of the Canadian Investor Protection Fund (CIPF) and is also a member of and subject to the Investment Industry Regulatory Organization of Canada (IIROC), the national self-regulatory supervisory body for all investment dealers securities trading and all trading activities in Canadian debt and equity markets.