# MONTRUSCO BOLTON INVESTMENTS INC.

MONTRUSCO BOLTON INVESTMENTS INC. of MONTREAL, QUEBEC is an SEC-registered investment adviser.

## Registration

- CRD: 154475
- Type: SEC-registered investment adviser
- SEC file number: 801-71803
- Location: 1501 MCGILL COLLEGE AVENUE, SUITE 1200, MONTREAL, QUEBEC, H3A 3M8
- Phone: 1-514-842-6464
- Latest filing: 2026-03-31
- Regulatory AUM: $12.9B
- Discretionary AUM: $12.0B
- Non-discretionary AUM: $894.5M
- Clients: 68
- Accounts: 564

## Business model

- Compensation: % of AUM, Performance
- Clients served: High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (98)

_Showing 25 of 98 people._

| Name | Role | Location |
| --- | --- | --- |
| Timothy Russell | VICE PRESIDENT, CLIENT SERVICING | Whitewater, WI |
| Sylvain Boule | PRESIDENT & CHIEF EXECUTIVE OFFICER; PRESIDENT, CHIEF EXECUTIVE OFFICER | Knowlton, A8 |
| Richard Guay | SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT, INSTITUTIONAL MARKETS | Westmount, A8 |
| Jean-Claude Ayotte | SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER; SENIOR VICE PRESIDENT, CORPORATE AFFAIRS | Montreal, A8 |
| Benoit Bourdages | VICE PRESIDENT, OPERATIONS; VICE PRESIDENT, OPERATIONS AND DATA ANALYTICS | Deux-Montagnes, A8 |
| Marylee How | SHAREHOLDER | Brossard, A8 |
| Thimothy Russell | VICE PRESIDENT | — |
| Ginette Therien | SENIOR VICE PRESIDENT, GOVERNANCE AND CHIEF COMPLIANCE OFFICER | Montreal, A8 |
| John-Henri Goldsmith | HEAD OF CANADIAN EQUITIES; VICE PRESIDENT, DEPUTY HEAD OF EQUITIES | — |
| Jean-David Meloche | HEAD OF GLOBAL EQUITIES; VICE PRESIDENT AND PORTFOLIO MANAGER | — |
| Kimberly Melissa Cheong | PORTFOLIO MANAGER | — |
| Michael Pierre Bouet | SENIOR ANALYST | — |
| Olivier Barres | VICE PRESIDENT, FIXED INCOME; VICE PRESIDENT, FIXED INCOME AND CLIENT SERVICING | — |
| Ale Badara Niang | VICE PRESIDENT, CHIEF TECHNOLOGY OFFICER | — |
| Simon Simonian | PORTFOLIO MANAGER | — |
| Claude-Andre Duquette | SENIOR VICE PRESIDENT, HEAD OF BUSINESS DEVELOPMENT AND MARKETING; VICE PRESIDENT, INSTITUTIONAL AND RETAIL SALES | — |
| Robert Hiscock | PORTFOLIO MANAGER; SHAREHOLDER | — |
| Munir Shahin | SHAREHOLDER | — |
| Piotr Marek Stusio | SHAREHOLDER | — |
| Dina Fakhry | SENIOR VICE PRESIDENT AND CHIEF OPERATING OFFICER; SENIOR VICE PRESIDENT AND CHIEF OPERATING OFFICER/CORPORATE SECRETARY | — |
| Marc-Oliver Fortier | SHAREHOLDER | — |
| Mark Alexander Haas | SHAREHOLDER | — |
| Jason Szczepkowski | VICE PRESIDENT, ASSISTANT HEAD OF CLIENT SERVICING, NORTH AMERICA; VICE PRESIDENT, HEAD OF CLIENT SERVICING NORTH AMERICA | — |
| Marc Drolet | VICE PRESIDENT, HEAD OF CLIENT SERVICING; VICE PRESIDENT, HEAD OF CLIENT SERVICING INTERNATIONAL | — |
| Munjal Vasantbai Patel | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154475/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154475/similar
- Related entities: https://search.stillhousedata.com/firm/154475/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154475

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.