WHY WE CHOSE THE NAME SIGMA

Sigma is the Greek letter used to designate the standard deviation that represents the risk measure of a portfolio. We chose this name to express clearly that risk control is the foundation of our portfolio management.

WHAT DISTINGUISHES US

As pioneers in index management in Canada, we focus on the structure of our portfolios rather than the selection of securities or managers, thus allowing us greater reliability of results.

OUR PRINCIPLES

OUR PORTFOLIO MANAGEMENT

The management of our portfolios is based on 3 fundamental principles:

Based on these principles, we offer portfolio management solutions tailored to the specific needs of each of our clients:

As full-service advisors, we have access to all the available products that financial markets offer that can complement our index-based core management.

OUR CLIENT APPROACH

Since we believe that emotions are harmful to investors' decisions, we favor an educational approach that allows our clients to have a better understanding of market risk, market structure and behavior of their portfolio in order to develop better reflexes, guiding them towards more profitable decisions in the long run.

OUR SERVICES

Sigma asset management is represented by a multidisciplinary team of professionals in portfolio management and wealth management whose mission is to support our clients in achieving their financial objectives by offering the following services:

Portfolio Management

  • Education
  • Goal Setting
  • Determination of risk tolerance
  • Development of an investment plan
  • Continuous accompaniment

Wealth Management

  • Retirement Planning and Projection
  • Protection needs analysis
  • Tax planning
  • Estate planning
  • Accompanying transfer and sale of business.
Wealth Management Discover our portfolios Discover our team