Conseil en gestion de patrimoine iNFiNi-t Overview

  • Type
  • Wealth Management Firm
  • Founded
  • 2005
Founded
  • Professionals
  • 2
Professionals
  • AUM
  • 00.00

Conseil en gestion de patrimoine iNFiNi-t General Information

Description

Conseil en gestion de patrimoine iNFiNi-t is a wealth management firm based in Montreal, Canada. Established in 2005, iNFiNi-t is dedicated to providing fully independent advice to high-net-worth private clients and foundations with complex wealth management needs. Their role is to serve as personal family financial advisers. Their services are designed to fit the needs and include formulating investment policies, developing an asset mix, selecting managers, managing risk and continuously monitoring the performance of the entire investment portfolio, preparing performance reports, coordinating the work and meeting with stakeholders and negotiating fees. The firm is managed by the executive management team.

Contact Information

Website
Year Founded
2005
Open To Secondaries
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Open To First Time Founds
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Institution Type
Wealth Management Firm
Primary Contact
0000000 00000000
Title
Founder & President
Email
0000000@000000-0.00
Phone
+0 (000) 000-0000
Primary Office
  • 1155 René-Lévesque Boulevard West
  • Office 2920
  • Montreal, Quebec H3B 2L3
  • Canada
+1 (514) 000-0000
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Conseil en gestion de patrimoine iNFiNi-t Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Conseil en gestion de patrimoine iNFiNi-t Mandates (1)

Fund Type Mandate Amount Announced Date Timeframe
000000 $23.7M 00-000-0000 12-Mar-2021 to 12-Mar-2022
To view Conseil en gestion de patrimoine iNFiNi-t’s complete mandates history, request access »

Conseil en gestion de patrimoine iNFiNi-t Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    42.00 %  Actual
  • Target Real Estate:
    Real Estate:
    42.00 %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Conseil en gestion de patrimoine iNFiNi-t Team (5)

Name Title Office
Normand Coulombe Founder & President Montreal, Canada
Marie-Line Berube Executive Vice President Montreal, Canada
Mathieu Erard Vice President Montreal, Canada
Louis-Philippe Cossette Financial Analyst Montreal, Canada
Nicolas Vigneault Financial Analyst Montreal, Canada
To view Conseil en gestion de patrimoine iNFiNi-t’s complete team members history, request access »