Walter Financial is a private investment firm that deploys capital in public markets with the expertise of Walter Public Markets, and in private equities through its two specialized teams: Walter Capital Partners and Walter Global Asset Management.

Our seasoned portfolio management teams carry out a thorough fundamental analysis for each investment to ensure we select only businesses that align perfectly with our vision. Our financial experts possess the hands-on experience to go beyond market analysis and make an active contribution to the success of our portfolio holdings. We have the patient capital to support the growth of these businesses in the long term.

We believe innovation is the key to making a mark. It is at the core of our approach to investing and deploying capital, and it’s what we look for in the business models of our portfolio companies.

 

Our
core
values

  • BEYOND IDENTIFYING QUALITY COMPANIES

    We understand and support them

  • INVESTING AND THINKING LIKE ENTREPRENEURS

    It’s in our DNA

  • INVESTING FOR THE LONG TERM

    Because we believe in partnership

  • RELYING ON SOLID IN-HOUSE TEAMS

    To add value to our investments

 

Our philosophy

Our philosophy at Walter Financial is rooted in a concept known as « ownership investing ».

We systematically seek out high-calibre companies and tap into years of experience in the field to understand what makes them tick.

Guided by this philosophy, we embrace a long-term outlook in all of the investments in our public- and private-equity portfolios

  • Active
    stakeholding
  • Hands-on
    experience
  • Long-term
    vision
 

A BUSINESS ECOSYSTEM

Walter Financial is part of the Walter Group, a business ecosystem led by the Somers family that represents their interests and values.

Guided by a multigenerational entrepreneurial spirit, the Walter Group has flourished for nearly 70 years. Having started as an industrial company that grew into a leader of its industry, the Group has since evolved into a fully-fledged investment firm comprising a team dedicated to public investments, two teams specialized in private equity and a team focusing on new food projects.

At the helm of it all is a team of seasoned operators with strong business acumen and extensive financial insight. This approach empowers the Group to be actively involved in managing its investments, providing a robust and sustainable framework that underpins each of its companies.

Our people

Management Team

François <br>Beaudoin François <br>Beaudoin
François
Beaudoin
Chairman
René <br>Fournier René <br>Fournier
René
Fournier
President and Chief Investment Officer
Frank <br>Vitale Frank <br>Vitale
Frank
Vitale
CFO, Secretary-Treasurer
Valérie <br>Archambault Valérie <br>Archambault
Valérie
Archambault
Vice President Operations
Mathieu <br>Bernier Mathieu <br>Bernier
Mathieu
Bernier
Portfolio Manager & Head of Research
Emilie <br>Biron-Esbérard Emilie <br>Biron-Esbérard
Emilie
Biron-Esbérard
Corporate Accountant
Renaud <br>Paquin Renaud <br>Paquin
Renaud
Paquin
Financial Analyst