Rempart Asset Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Rempart Asset Management reports 467 clients. They include 462 high-net-worth individuals and 5 charitable organizations. Of its assets, 100.0% ($705M across 467 accounts) are managed with discretion. Of its clients, 92% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 99% | 94% |
| Charitable organizations | 1% | 6% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 462 | $660M | 93.6% | $1.43M |
| Charitable organizations | 5 | $45M | 6.4% | $9M |
| Total | 467 | $705M | 100% | $1.51M |
- Clients
- 462
- Regulatory AUM
- $660M
- AUM share
- 93.6%
- Avg. per client
- $1.43M
- Clients
- 5
- Regulatory AUM
- $45M
- AUM share
- 6.4%
- Avg. per client
- $9M
Total
- Clients
- 467
- Regulatory AUM
- $705M
- AUM share
- 100%
- Avg. per client
- $1.51M
- Clients outside the U.S.
- 92%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Rempart Asset Management charges 1.00% for its Standard advisory fee. The brochure does not state whether the rate is annual. The fee is billed in arrears, is negotiable and requires an account of at least $300,000.
Fee details and sources
Midec Investments Inc. owns 50% to 75% of Rempart Asset Management and is in turn owned by Douglas Buchanan (75% or more). The leadership team of Rempart Asset Management includes President Douglas Buchanan and Chief Compliance Officer David Stenason. It has 8 employees, 5 of them in advisory roles.
Leadership
Douglas BuchananPresident
David StenasonChief Compliance Officer and Managing Director
David BumaPortfolio Manager
Natalina CircelliDirector
Malcolm SpeirsPortfolio Manager
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 5 in advisory functions
- 5 soliciting firms
- Owns 50% to 75% of Rempart Asset Management Inc.
Midec Investments Inc.
Control person · since June 2014
- Owns 75% or more of Midec Investments Inc.
Douglas Buchanan
Control person · since June 2014
- Owns 25% to 50% of Rempart Asset Management Inc.
Willesden Junction Investments Inc.
Control person · since March 2021
- Owns 75% or more of Willesden Junction Investments Inc.
David Stenason
Control person · since January 2021
- Owns 5% to 10% of Rempart Asset Management Inc.
Natalina Circelli
since September 2011
Rempart Asset Management’s regulatory assets grew from $564M (June 2021) to $705M (December 2025); clients rose from 372 to 467 and employees were 8 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| December 2025 | $705M | 467 | 8 | 2 |
| December 2024 | $701M | 462 | 8 | 2 |
| December 2023 | $601M | 450 | 8 | 2 |
| December 2022 | $594M | 426 | 8 | 2 |
| December 2021 | $702M | 410 | 8 | 2 |
| June 2021 | $564M | 372 | 8 | 2 |
Besides its headquarters, Rempart Asset Management has 1 office, with 2 listed addresses outside the U.S..
International offices
- 2 BLOOR STREET WEST, TORONTO, ONTARIO, M4W3E2, Canada
Contact and registration details
- Legal name
- Rempart Asset Management Inc.
- Headquarters
- 4 Place Ville Marie, Suite 515, Montreal, Quebec, Canada H3B2E7
- Website
- rempart.ca
- Phone
- 514-394-2776
- SEC file
- 801-71594
- Founded
- 2010
- Structure
- corporation organized in Canada
- Fiscal year end
- September
Rempart Asset Management uses National Bank Independent Network ($550M, 82%) and Raymond James ($119M, 18%) as custodians for its separately managed accounts. Rempart Asset Management does not have custody of client assets.
- National Bank Independent NetworkNational Bank Independent Network · Toronto · $550M82%
- Raymond JamesRaymond James LTD. · Montreal · $119M18%
At year end, Rempart Asset Management’s separately managed accounts were mostly in stocks (82%) and bonds (11%). Its reported 13F holdings for the quarter ended 30 June 2026 total $488M across 36 positions; the largest are Royal Bank OF Canada (6.5%), Bank OF Montreal (6.3%) and Nvent Electric (6.0%).
What the accounts hold
- Stocks82%
- Bonds11%
- Cash7%
Reported 13F holdings
- $488M
- Reported 13F value
- 36
- Positions
- 53.1%
- In the 10 largest
- +2.6%
- Value vs. prior quarter
- Royal Bank OF Canada6.5%
- Bank OF Montreal6.3%
- Nvent Electric6.0%
- JPMORGAN Chase5.5%
- Johnson Controls5.3%
- Costco Wholesale5.1%
- Thermo Fisher Scientific4.8%
- Visa · Com CL A4.6%
- CN Railway4.5%
- Colgate Palmolive4.4%
Together, the ten largest are 53.1% of reported value.
How many clients does Rempart Asset Management have?
Rempart Asset Management has 467 clients and manages $705 million for them, as of December 2025. They include 462 high-net-worth individuals and 5 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 December 2025
What services does Rempart Asset Management offer?
Rempart Asset Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Rempart Asset Management charge?
Rempart Asset Management charges 1.00% for its Standard advisory fee. The brochure does not state whether the rate is annual. The fee is billed in arrears, is negotiable and requires an account of at least $300,000.
Which custodians does Rempart Asset Management use?
Rempart Asset Management’s separately managed account assets are held at National Bank Independent Network (Toronto), with $550M and Raymond James LTD. (Montreal), with $119M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 December 2025
How many financial advisors does Rempart Asset Management have?
Rempart Asset Management has 0 investment adviser representatives registered with state securities authorities, out of 8 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Rempart Asset Management invest in?
At the end of its last fiscal year, Rempart Asset Management’s separately managed accounts held 82% exchange-traded equities, 11% investment grade corporate bonds and 7% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Rempart Asset Management have a minimum investment?
Yes, Rempart Asset Management’s minimum account size for its Standard advisory fee is $300K.
Who owns Rempart Asset Management?
Rempart Asset Management is owned through holding companies by David Stenason and Douglas Buchanan. Its direct owners are Natalina Circelli (5% to 10%), Midec Investments Inc. (50% to 75%) and Willesden Junction Investments Inc. (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 10 December 2025
How does Rempart Asset Management get paid?
Rempart Asset Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Rempart Asset Management?
Rempart Asset Management’s main office is at 4 Place Ville Marie, Suite 515, Montreal, Quebec, Canada H3B2E7. Its phone number is 514-394-2776. Its website is rempart.ca.