Holdun Trestle Management Inc. evolved as the result of a decision that we could widen our scope and vision, while concomitantly continuing to offer top-notch client services and investment insights.

 

The firm is a registered Portfolio Manager in Quebec, Ontario, Manitoba, Alberta and British Columbia. Holdun Trestle is a private and truly independent asset management firm with no competing priorities. This allows us to be free of any conflicts of interest. We can choose both the products and the process that are not just suitable, but rather in the best interests of our clients. As such, we uphold the “Fiduciary Standard” for advisors.

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Helping to implement our vision are five individuals who collectively have more than 110 years of investment industry experience in Canada, encompassing institutional equity, fixed-income, trading, research, compliance and Portfolio Management:

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• John A. MacDougall, President, CCO, & Advising Representative

• Nicole Charbonneau, Vice-President &  Director

• Stuart Dunn, Advising Representative

• Maggie Dunphy, Client Services, Account Logistics

• Yarith Chhiv, Associate Advising Representative

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Our goal is to provide our clients with the highest level of service and advice; employing a hybrid approach to develop well-diversified, robust portfolios delivering strong long-term performance.

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To those who do not know us, we look forward to answering any questions that you may have in the hope that, perhaps one day, our vision for the future and search for exceptionalism will be mutually rewarding.