Triasima Private Wealth: for a customized portfolio management

Discover Triasima Private Wealth

Triasima Private Wealth can help provide your the peace of mind of knowing that a highly qualified team is taking care of your investments, while you focus on your other priorities. It is designed for professionals, business owners, executives, and other individuals who wish to grow their financial assets.

A well-established portfolio management firm, with a unique investment approach

+ 2.5 billion $
assets under management
+ 20
years of existence
Seeking peace of mind
for you and your family
owned by its employees. A fully independent firm.

First, understand your needs. Then, be at your side.

We are specialists in portfolio management and devote all our energies to developing portfolios with a style and level of risk adapted to our clients' needs. Being totally independent of any financial institution, we are also free to make our own choices when making recommendations.

Get to know our team

Peace of mind

Triasima Private Wealth and our team of professional managers seek to provide you peace of mind with regards to your portfolio so that you don't have to worry about it. Your portfolio can benefit from constant supervision and from our time-tested methodology: The Three-Pillar ApproachTM.

Learn more about the Three-Pillar ApproachTM

Live from our team

Economic and Financial Markets Commentary – September 2022

Our point of view on the markets and the economy

Nomination announcement – Associate Portfolio Manager

Triasima Portfolio Management is pleased to announce the appointment of Simon Turner as Associate Portfolio Manager.

Economic and Financial Markets Commentary – March 2022

Our point of view on the markets and the economy

Customized mandates to meet your needs

Our approach to Private wealth management is to develop mandates based on your very specific needs.
Explore our mandates

Regulatory documents for American investors

Regulatory documents for American investors
Form CRS
Form ADV Part 2A