{"id":2227,"date":"2026-03-22T16:12:52","date_gmt":"2026-03-22T16:12:52","guid":{"rendered":"http:\/\/altafina.com\/about-us\/"},"modified":"2026-09-26T15:47:06","modified_gmt":"2026-09-26T15:47:06","slug":"about-us","status":"publish","type":"page","link":"https:\/\/altafina.com\/en\/about-us\/","title":{"rendered":"About us"},"content":{"rendered":"\r\n\r\n
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About us<\/h1>\r\n <\/div>\r\n\r\n \r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n<\/section>\r\n\r\n
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AltaFina brings together independent, fee-based portfolio managers who share a common investment philosophy and have been serving investors for more than 40 years.<\/h2>\r\n <\/div>\r\n\r\n \r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n\r\n <\/section>\r\n\r\n
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40 years of independence, focused on your best interests<\/h2 class=\"style-h3\"> \r\n
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For more than four decades, our mission has remained unchanged: to preserve true independence so we can act exclusively in our clients’ best interests.<\/p>\n

Today, the AltaFina teams continue that tradition with a clear priority: helping families build, protect, and preserve their wealth with disciplined advice and long-term perspective.<\/p>\n <\/div>\r\n \r\n \r\n \r\n <\/div>\r\n <\/div>\r\n\r\n

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En savoir plus sur notre histoire et nos racines<\/h3>\r\n <\/div>\r\n
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Notre histoire et nos racines<\/h2 class=\"style-h3\"> \r\n
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Le groupe est l’aboutissement du d\u00e9sir d\u2019offrir une alternative financi\u00e8re r\u00e9ellement ind\u00e9pendante, capable de toujours placer les int\u00e9r\u00eats des investisseurs en priorit\u00e9. Ce d\u00e9sir a d\u00e9but\u00e9 avec H\u00e9l\u00e8ne Gagn\u00e9, Linda Johnston et Andr\u00e9 Morin qui ont respectivement d\u00e9but\u00e9 leurs carri\u00e8res en finances en 1985, 1989 et 1995 (et sont maintenant retrait\u00e9s).<\/p>\n

lls ont toujours eu comme objectif premier de maintenir leur ind\u00e9pendance afin d’assurer un conseil financier impartial. Ils ont \u00e9galement \u00e9t\u00e9 des pionniers de l’industrie au Qu\u00e9bec, que ce soit pour maintenir une pratique ind\u00e9pendante, passer \u00e0 un mode de r\u00e9mun\u00e9ration \u00e0 honoraire ou d\u00e9buter l’utilisation de Fonds N\u00e9gociers en Bourse (FNB) bien avant leur mont\u00e9 en popularit\u00e9<\/p>\n <\/div>\r\n \r\n \r\n \r\n <\/div>\r\n <\/div>\r\n\r\n

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\r\n FINANCE ET INVESTISSEMENT.
\nArticle sur H\u00e9l\u00e8ne Gagn\u00e9: “Mon ADN se marie mieux avec les firmes ind\u00e9pendantes”. (novembre 2015). <\/figcaption>\r\n \r\n <\/figure>\r\n <\/div>\r\n <\/div>\r\n<\/div>\r\n <\/div>\r\n\r\n <\/section>\r\n\n\n\r\n
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Aujourd\u2019hui<\/h2 class=\"style-h3\"> \r\n
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Aujourd’hui, trois gestionnaire de portefeuilles, Gino Gauthier, Ga\u00e9tan Lebrun et Patrick Racicot, ont reprit le flambeau d’offrir une alternative financi\u00e8re r\u00e9ellement ind\u00e9pendante. Le groupe poursuit ainsi sa mission, tout en maintenant sa philosophie de placement et son ind\u00e9pendance, qui demeurent au c\u0153ur de notre pratique et de nos valeurs.<\/p>\n <\/div>\r\n \r\n \r\n \r\n <\/div>\r\n <\/div>\r\n\r\n

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A structure designed to protect and benefit you<\/h2 class=\"style-h3\"> \r\n
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We believe investors are best served through discretionary portfolio management, as it simplifies investment decisions and allows portfolios to be managed more efficiently and consistently. Yet fewer than 5% of licensed investment professionals in Canada are authorized to act as portfolio managers and offer this level of discretionary service. Most of them are affiliated with large financial institutions. <\/p>\n

We’ve chosen a different approach:<\/p>\n