Investment Management

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STEADY PACE WINS
THE RACE

A clear path to
lasting prosperity.

Cadence Investment Management was born to offer its clients a personalized approach to investing. Combining analysis of economic conditions and sound business management with deep expertise in multi-factor strategies, the investment team develops optimized solutions for ever-changing markets.

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INvestment
expertise
at your service

High net worth investment management

We work closely with high net-worth families to create comprehensive and holistic strategies that move in sync with their evolving needs.

  • Trusted advisor relationships built on deep understanding of each family's profile and goals.

  • Tailored investment portfolios designed to perform through changing markets.

  • Expertise in discretionary portfolio management.

  • A balanced approach that may include select equities and ETFs.

  • Specialized equity mandates, including our capital gains–focused Fraser Factor approach.

Institutional Clients

We blend global economic insight with disciplined business analysis and deep expertise in factor investing to create high-performing Canadian, U.S., and North American portfolios.

  • A proprietary multi-factor approach, including our signature Fraser methodology.

  • Distinctive stock selection focused on exceptional businesses.

  • Optimized Canadian, U.S., and North American equity strategies.

  • Portfolios designed to adapt to market shifts and manage risk.

  • Helping institutions move forward with clarity and confidence.

OUR TEAM

Benoit Brillon, CEO and Chief Investment Officer, Cadence Investment Management
Scott Fraser, Chairman of the Board, Cadence Investment Management
Philippe Girard, Chief Compliance Officer, Cadence Investment Management

  • Chairman of the Board

    Mr. Fraser brings over 60 years of investment management experience. A founding partner of Jarislowsky Fraser in 1959, he was instrumental in developing the private client and institutional investment management market in Canada. Since 1979, he has been an independent investment counselor with several firms, including MacDougall Investment Counsel and Magna Vista/AGF Private Investment Management. His strength is fundamental corporate research. Scott is a founding partner of Cadence Investment Management.

  • CEO and Chief Investment Officer

    Benoit Brillon has over 25 years of experience in the investment management industry. He started his career in 1997 as the Chief Economist and Asset Mix Specialist for Natcan Investment Management. In 1999, he was invited to join the Canadian Equity team  (6 B$ AUM), quickly rose through the ranks and in 2004 was promoted to VP and Partner. At the end of 2007, Benoit and two other partners of Natcan founded Selexia Investment Management with 2.5 B$ of AUM. Benoit served as Chief Investment Officer, Lead Manager and Board Member of Landry Portfolio Management from 2012 to 2020. Benoit is a founding partner of Cadence Investment Management.

  • Chief Compliance Officer

    Philippe Girard started his career in 2017 after completing his Master of Science and including a major in finance at the University of Sherbrooke. He has rapidly taken on additional responsibilities related to compliance, quantitative analysis and research at the firm in addition to supporting trading activities. He is a CFA charterholder since 2020 and a founding partner of Cadence Investment Management.

Ready to Build Your Vision?

At Cadence, we take the time to understand what truly matters to you, crafting a wealth strategy that aligns with your vision for the future.