{"url":"https://nivawealth.com/firms/rempart-asset-management-154209","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/154209","regulatoryAum":705183288,"crd":"154209","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6009218","suffix":null,"lastName":"CIRCELLI","firstName":"NATALINA","middleName":null}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-06-15","regulatoryAum":564300000,"clients":372,"employees":8,"offices":2},{"filedOn":"2021-12-07","regulatoryAum":701800000,"clients":410,"employees":8,"offices":2},{"filedOn":"2022-12-17","regulatoryAum":594237000,"clients":426,"employees":8,"offices":2},{"filedOn":"2023-12-10","regulatoryAum":601097086,"clients":450,"employees":8,"offices":2},{"filedOn":"2024-12-20","regulatoryAum":701134757,"clients":462,"employees":8,"offices":2},{"filedOn":"2025-12-10","regulatoryAum":705183288,"clients":467,"employees":8,"offices":2}],"secFileNumber":"801-71594","legalName":"Rempart 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custody of client assets.","otherCustodians":[],"leadership":[{"name":"Douglas Buchanan","title":"President","crd":"4709750"},{"name":"David Stenason","title":"Chief Compliance Officer and Managing Director","crd":"5031989"},{"name":"David Buma","title":"Portfolio Manager","crd":"7051056"},{"name":"Natalina Circelli","title":"Director","crd":"6009218"},{"name":"Malcolm Speirs","title":"Portfolio Manager","crd":"5031985"}],"ownership":[{"label":"Natalina Circelli","detail":"Director in the 5% to 10% ownership band, since September 2011."},{"label":"Midec Investments Inc.","detail":"Owner in the 50% to 75% ownership band and a control person, since June 2014."},{"label":"Willesden Junction Investments Inc.","detail":"Owner in the 25% to 50% ownership band and a control person, since March 2021."},{"label":"David Stenason","detail":"Indirect owner: a owner of Willesden Junction Investments Inc. in the 75% or more band and a control person, since January 2021.","parent":"Willesden Junction 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Rempart Asset Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Rempart Asset Management charge?","answer":"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.","source":"REMPART ASSET MANAGEMENT, filed 10 December 2025","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Rempart Asset Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Rempart Asset Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Rempart Asset Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Rempart Asset Management have a minimum investment?","answer":"Yes, Rempart Asset Management’s minimum account size for its Standard advisory fee is $300K.","source":"REMPART ASSET MANAGEMENT, filed 10 December 2025","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Rempart Asset Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Rempart Asset Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Rempart Asset Management?","answer":"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. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}