Our Products & Services

Catalyst provides investment research and advisory services by one of Canada’s highest rated analysts with over 30 years of experience in the Canadian financial services sector.

Investment Research
Catalyst provides selected financial service sector investment research on Canadian chartered banks, mutual fund companies, investment counsellors and life insurance companies. Other financial service companies include major financial service holding companies. In total these companies represent over 25% of the S&P TSX Composite Index. In addition, Catalyst provides select coverage of many smaller capitalized financial service companies and produces regular strategy reports on the Canadian financial service industry.

Catalyst also covers selected special situations which include many small-cap companies outside of the financial service industry.

Advisory and Merger & Acquisition
Catalyst provides financial advisory services to corporations primarily in the financial services sector. These services include restructurings and merger & acquisition assignments as well as strategic opportunity assessments.


Our Research coverage represents almost 25% of the S&P TSX Composite Index. Coverage includes Canadian banks, life insurance companies, mutual fund companies, investment counsellors ...MORE