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Lester Asset Management


1800 McGill College Avenue, Suite 2102
Montreal, Quebec H3A 3J6
(514) 849 - 5566

Principal Contacts

Stephen Takacsy
President & Chief Executive Officer, Chief Investment Officer, Lead Portfolio Manager Canadian Equity
Tel: (514) 849 - 5566

Jordon Steiner
Vice-President & Chief Compliance Officer, Lead Portfolio Manager Fixed Income
Tel: (514) 849 - 5566

Client Minimums

Private: $25,000
Institutional: $1,000,000

Types of Accounts Managed

  • Private Individual / Investor
  • Institutional Investor - Other

Provinces of Business

  • Alberta
  • British Columbia
  • Ontario
  • Quebec*

* indicates a physical location in this province

Lester Asset Management: Responsible Growth™

Your wealth deserves to be managed in a responsible manner.

Founded in 1986, Lester Asset Management is fully licensed as an independent investment management firm focused on Canadian equities and fixed income securities. We serve hundreds of high net worth individuals, families, trusts, estates, investment holding companies, foundations, and select institutions.

The firm is committed to outperforming its peers in preserving and growing the financial wealth of its clients through responsible portfolio management, while also providing a high level of personalized service that meets its clients’ evolving needs.

Adding Value for our Clients

We manage our clients’ portfolios using a disciplined and long-term investment approach. Research is based on a sound understanding of each company and the industry in which each operates, complemented by our macro-economic outlook. Our philosophy is value-oriented, seeking to purchase shares at a discount relative to the company’s true worth, as well as event-driven with the goal of eventually realizing maximum shareholder value either through dividend increases, share buybacks, spin-offs or an outright sale. Our objective is to achieve higher than market returns with lower risk.

For a broader understanding of our investment philosophy, our performance, and how we view the world today, please consult our website at: