INVESTMENT MANAGEMENT · FINANCIAL PLANNING · SINCE 2012

Stop Guessing With Your Wealth. Start Knowing Exactly Where It's Going.

Marc-Antoine Delisle started this firm with one conviction — that every investor deserves the same transparency, discipline, and analytical rigor that institutional capital demands. Fourteen years later, that conviction hasn't wavered. Today, our six credentialed professionals manage over $285 million across Quebec and Ontario, serving professionals, retirees, business owners, and foundations who refuse to settle for opaque, product-driven advice.

"I built Mynewlife because I was tired of watching good people get bad advice."

— Marc-Antoine Delisle, CFA, CFP®, Founder

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$285M+ in assets under advisement · 340+ client households · 94% retention rate

From a 47-Subscriber Newsletter to $285M Under Advisement — Built on Radical Transparency

In 2012, a newsletter called New Life for Your Portfolio landed in 47 inboxes across Quebec. It wasn't slick. It wasn't sponsored. It was one former pension fund analyst — frustrated by an industry that profited from client confusion — breaking down institutional concepts into plain language. Each Tuesday morning, Marc-Antoine Delisle explained what the big firms wouldn't: how fees compound against you, why asset location matters as much as asset allocation, and what "diversification" actually means beyond a glossy pie chart.

That newsletter grew — first to hundreds of readers, then to thousands. Readers became clients. Clients became advocates. And what started at a kitchen table in the Plateau-Mont-Royal became Mynewlife Investments Inc., a fully registered Portfolio Manager and Investment Fund Manager with the AMF and the OSC.

We grew not through advertising, but through a quiet reputation: "call them, they're the best at this, and they actually care." Seventy-two percent of our new clients still come from referrals — one family telling another.

Today, we manage over $285 million for 340+ households across Quebec and Ontario. Our team of six credentialed professionals holds CFA, CFP®, CIM®, FRM, CPA, and Pl. Fin. designations. We still send the newsletter every Tuesday morning — and Marc-Antoine still writes it himself.

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What We Built This Firm to Stand For

Radical Transparency

Every fee disclosed — down to the basis point. Every allocation decision explained in writing before execution. Every risk factor laid bare in plain language, not buried in footnotes. We believe informed clients make better long-term partners, and we have the 94% retention rate to prove it. When you log in to your client portal, you'll see exactly what you own, exactly what you're paying, and exactly how your portfolio is performing against your personal benchmark — not a cherry-picked index.

Education Before Transaction

No investment is made until you genuinely understand the rationale behind it. We'd rather spend three meetings teaching than one meeting selling. While the big firms were scheduling another product pitch, we were building your financial fluency — showing you how dollar-cost averaging works in practice, why rebalancing matters during drawdowns, and how tax-loss harvesting can recover value from losing positions. Our weekly research and insights continue that mission for every client and subscriber.

Institutional Discipline, Boutique Accessibility

The same analytical rigor applied to billion-dollar pension mandates — proprietary multi-asset allocation models, Monte Carlo simulations, stress testing across seven asset classes and multiple geographies — delivered by a team that knows your family, answers your phone call, and remembers your daughter's RESP contributions. We bridge the gap between institutional capability and personal service, because you shouldn't have to choose between the two.

Stop Leaving Money on the Table. Start Capturing Every Dollar You've Earned.

We offer ten integrated financial services designed to work together — because your investments, taxes, retirement plan, and estate aren't separate problems. They're one interconnected picture.

Discretionary Portfolio Management

From high-fee mutual funds to a disciplined, low-cost portfolio — averaging 0.42% all-in versus the industry's 2.1%. We construct globally diversified portfolios across seven asset classes using institutional-grade ETFs and individual securities, rebalancing systematically based on your Investment Policy Statement.

Comprehensive Financial Planning

From "do I have enough to retire?" anxiety to a stress-tested, year-by-year roadmap with 30-year projections. Our CFP® and Pl. Fin. professionals build your plan using Monte Carlo simulations, incorporating inflation, tax changes, and longevity risk — then update it annually as your life evolves.

Corporate Investment Strategy

From retained earnings paralysis to a tax-efficient corporate portfolio — navigating RDTOH, passive income thresholds, and dividend extraction timing. We coordinate directly with your CPA to structure holdings that protect your small business deduction while growing surplus capital inside your operating or holding company.

Retirement Decumulation

From guesswork withdrawals to optimized CPP/QPP timing, OAS clawback mitigation, and sequence-of-returns protection. We model every withdrawal scenario — RRIF conversions, TFSA drawdown sequencing, pension income splitting — to ensure your money lasts as long as you do, with tax efficiency at every stage.

OCIO Services

From board-level uncertainty to institutional-grade governance — Investment Policy Statements, quarterly performance reporting, and full fiduciary oversight for foundations, endowments, and non-profits. We serve as your outsourced Chief Investment Officer, attending board meetings and translating complex markets into actionable governance decisions.

Tax-Efficient Structuring

From overlooked tax leaks to strategic asset location, systematic tax-loss harvesting, and prescribed rate loan optimization. We place the right assets in the right accounts — equities in TFSAs, bonds in RRSPs, Canadian dividends in taxable accounts — so you keep more of every dollar your portfolio generates.

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The People Behind Your Portfolio

We're a team of six credentialed professionals who chose boutique because we believe you deserve better than a 1-800 number. Between us, we hold CFA, CFP®, CIM®, FRM, CPA, and Pl. Fin. designations — and every one of us invests our own money alongside our clients.

Marc-Antoine Delisle

CFA, CFP® · Founder & Chief Investment Officer

Built the firm from a 47-subscriber newsletter in 2012. Former pension fund analyst who still manages our longest-tenured clients personally and writes the Tuesday morning market commentary.

Nathalie Ouellet

CFA, CIM® · Senior Portfolio Manager & Partner

Eleven years in equity research at a national bank before joining the firm. Manages $95M in client assets directly and leads our investment committee's sector analysis process.

Philippe Tran

M.Sc., FRM · Director of Risk & Quantitative Strategy

Former derivatives pricing specialist at a Big Five bank. Oversees stress testing, scenario analysis, and our proprietary multi-factor allocation framework across all client portfolios.

Camille Bergeron

CFP®, Pl. Fin. · Director of Financial Planning

Translates complex tax scenarios into clear visual models. Leads all comprehensive planning engagements including retirement projections, estate structuring, and corporate wealth extraction strategies.

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Real Clients. Real Results. Real Words.

Seventy-two percent of our new clients come from referrals. Here's why the other 28% wish they'd found us sooner.

Before Mynewlife, I had over $2 million invested and I couldn't tell you what I owned or why. My bank advisor showed me a pie chart once a year and said "you're doing great." Marc-Antoine and his team spent three full meetings just educating me — no sales pitch, no pressure. For the first time in 20 years of investing, I actually understand my portfolio. The fee savings alone were worth the switch, but the peace of mind is what I value most.

— Dr. François Pelletier, MD, FRCSC

Orthopedic Surgeon, Montréal, QC · Client since 2016

My wife and I were terrified of the stock market. We'd kept everything in GICs for 15 years. Marc-Antoine didn't try to talk us out of our fear — he taught us what risk actually means, showed us the historical data, and let us move at our own pace. Four years later, our portfolio has grown by nearly 40%. Mynewlife turned us from anxious savers into confident investors. We read every Tuesday newsletter and feel like we're part of a community, not just an account number.

— Luc & Diane Arsenault

Retired Educators, Trois-Rivières, QC · Clients since 2020

As the board chair of a charitable foundation, I was acutely aware that we were failing in our investment oversight responsibilities. We had no Investment Policy Statement, no benchmark, and no real reporting. Mynewlife came in, educated our entire board, built a governance framework from scratch, and reduced our fees by more than $80,000 a year. Three years later, our endowment has outperformed its benchmark in every rolling 12-month period. I recommend them without reservation.

— Hélène Lapointe, Ad. E.

Board Chair, Fondation Héritage Montréal · OCIO Client since 2018

I'm a CPA myself, so I thought I understood investing. I didn't. Mynewlife showed me that my corporate portfolio was triggering unnecessary passive income tax erosion of my small business deduction — something my previous advisor never flagged. Julien and Camille rebuilt the entire structure, coordinating with my accountant at every step, and we're saving roughly $18,000 a year in combined tax. That's not a return projection — it's real money back in my pocket.

— Marie-Claire Dubois, CPA, CA

Laval, QC · Client since 2019

The Numbers That Define Our Discipline

Since 2012, these are the metrics we track — because what gets measured gets managed.

$285M+

Assets Under Advisement

340+

Client Households Served

94%

Client Retention Rate Since 2015

72%

New Clients From Referrals

Stop Wondering If You're Paying Too Much. Start Finding Out — For Free.

Our complimentary Portfolio Review & Second Opinion Service gives you a written assessment of your current holdings — fees, allocation, tax efficiency, diversification gaps, and risk exposure — with zero obligation. We'll review your statements, identify what's working and what isn't, and deliver a clear, jargon-free report within five business days. No strings attached.

Approximately 70% of second-opinion clients eventually become full clients. The other 30% walk away with actionable insights they didn't have before — and we're perfectly fine with that. A relationship built on pressure isn't a relationship worth having.

You can also visit us in person at our Plateau-Mont-Royal office at 991 Avenue Chaumont, Montréal, Quebec H2J 2J3. We welcome walk-in consultations by appointment.

Get Your Free Portfolio Review Call Us at (720) 227-4800