Investment management
An institutional-caliber investment platform designed to meet your long-term objectives.
Samara acts as an external investment manager for families seeking resilient strategies and professional, independent access to the best institutional managers in the public and private markets.
An investment strategy based on your objectives
Our approach begins with a thorough understanding of your financial objectives, investment preferences, experience, time horizon and risk appetite. We develop a clear investment policy, tailored to your situation, your financial plan and your family reality.
Building resilient, well-diversified portfolios
Investment without limits
We favour an open architecture, to give you access to the best investment opportunities available on the market. We are completely independent in our choice of asset managers, enabling us to build your portfolio objectively, according to your preferences and after-tax return objectives. In addition to traditional asset classes, we integrate into your portfolio alternative investments such as private placements, private loans, real assets such as real estate and infrastructure, as well as investments in agriculture or other sectors that can contribute strategically to the diversification of your portfolio.
Access to exclusive investment opportunities
Thanks to our network of partners and the experience of our founders, we create private investment vehicles that give you access to investments normally reserved for institutional investors. This approach offers you attractive terms, better diversification and optimized fees, while giving you access to unique, carefully selected opportunities.
Monitor performance and manage risk
We produce periodic consolidated reports that give you a clear and detailed picture of your overall situation, including the performance of your managers and your projected cash flows. We also present you with an investment review, offering a comprehensive analysis of asset allocation and portfolio diversification according to different types of risk. With this overview, we can dynamically adjust strategy and make informed decisions based on reliable, rigorous and up-to-date information.
An investment strategy based on your objectives
Our approach begins with a thorough understanding of your financial objectives, investment preferences, experience, time horizon and risk appetite. We develop a clear investment policy, tailored to your situation, your financial plan and your family reality.
Building resilient, well-diversified portfolios
Once your investment policy has been defined, we analyze your current investment portfolio and propose appropriate adjustments. Our aim is to build a resilient portfolio, capable of coping with different market environments and meeting your after-tax return targets. We use advanced modeling techniques and scenario analysis to assess your portfolio's sensitivity to economic variations. This approach enables us to optimize diversification, better manage risk, identify investments that match your investor profile and propose a strategy that's right for you.
Investment without limits
We favour an open architecture, to give you access to the best investment opportunities available on the market. We are completely independent in our choice of asset managers, enabling us to build your portfolio objectively, according to your preferences and after-tax return objectives. In addition to traditional asset classes, we integrate into your portfolio alternative investments such as private placements, private loans, real assets such as real estate and infrastructure, as well as investments in agriculture or other sectors that can contribute strategically to the diversification of your portfolio.
Access to exclusive investment opportunities
Thanks to our network of partners and the experience of our founders, we create private investment vehicles that give you access to investments normally reserved for institutional investors. This approach offers you attractive terms, better diversification and optimized fees, while giving you access to unique, carefully selected opportunities.
Monitor performance and manage risk
We produce periodic consolidated reports that give you a clear and detailed picture of your overall situation, including the performance of your managers and your projected cash flows. We also present you with an investment review, offering a comprehensive analysis of asset allocation and portfolio diversification according to different types of risk. With this overview, we can dynamically adjust strategy and make informed decisions based on reliable, rigorous and up-to-date information.
A management team looks after your interests at all times
Catherine Janson
Chief Investment Officer
Stéphane Desroches
Senior Director - Public Procurement
Mathieu Erard
Senior Director - Private and Alternative Investments
Marc-Antoine Filiatrault
Senior Analyst - Investments
Mark Marcinkiewicz
Portfolio manager and trader
Hans Richard
Analyst - Alternative Investments and Funds
Discover our other solutions personalized
Over 25 years of experience and more than 100 family stories
Share your family's story