Our mission is to ensure that our clients earn the best after-tax and net-of-fee returns for a given level of risk. We are confident that our portfolios will rank among the best over a full market cycle.
M.Sc. Finance, CFA
Miguel began his career in 1996 and has worked for major financial institutions, including the Bank of Canada and Desjardins. He went on to co-found LM3 with Martin Lyonnais, also a portfolio manager. With extensive experience in the financial sector, the two founders aspire to create one of the best firms in Canada.
Martin graduated in 1995 with a degree in engineering, his first career. But more than ten years ago, his passion for finance led him to change course. He now strives every day to find new high-performance products for his growing clientele.
WHAT SHOULD YOU LOOK FOR IN A PORTFOLIO MANAGER?
- Solid education and proven experience in the financial sector.
- Be paid directly by you, with no opportunity for conflict of interest.
- Offer a competitive fee schedule, because fees are one of the rare variables that predict future returns. The more you pay, the less you have left.
- Be honest and have integrity. If the yields sound too good to be true, they probably are.