CTI Capital Securities Inc.

What CTI Capital Securities Inc. does

CTI Capital Securities Inc. is a Montreal-headquartered, privately held full-service investment dealer founded in 1987, offering securities brokerage, institutional research, managed portfolios, and venture capital investment services across Canada. The firm operates independently from larger banking groups, registered with major Canadian securities regulators (AMF, OSC, ASC, BCSC), is a member of IIROC and CIPF, recognized by the Bank of Canada as a government securities distributor, and certified as an International Financial Centre since November 2008.

The company's product suite centers on proprietary quantitative research and a diversified managed portfolio platform. Core offerings include the CTI Fear & Greed Index (a proprietary sentiment indicator synthesizing multiple market inputs into a normalized 0–100 score), the CTI Momentum Alpha Model (a systematic tactical allocation strategy with disciplined leverage), and the broader ePortfolio platform featuring CTI Multi-Strategy Canadian Equity, CTI Fixed Income Active, CTI Global Tactical ETF, CTI Acrobat (North American equities), and CTI Palos Acrobat Enhanced North America (Fundserv PAL910, launched in partnership with Palos Management in 2026). Institutional research covers bond and equity markets with fixed income strategy and expert reports.

Revenue is generated through multiple streams: transaction fees and commissions on securities brokerage, management fees on assets under management across the managed portfolio suite, fees for institutional research and advisory services, and returns from the CTI Life Sciences venture capital fund (founded 2006) which invests in emerging life sciences companies at pre-clinical and clinical stages. Customers include institutional investors, high-net-worth individuals, retail investors accessing CTI ePortfolios, government agencies, and corporate enterprises. Distribution is direct-to-client through the Montreal headquarters with multi-provincial regulatory reach, supplemented by the Fundserv electronic fund distribution network.

Name

CTI Capital Securities Inc.

Legal name

CTI Capital Securities Inc

Website

https://cticap.com

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

11–50 employees

Short description

CTI Capital Securities Inc. is a Montreal-based, privately held full-service investment dealer founded in 1987 offering securities brokerage, institutional research, managed portfolios, and venture capital investments to institutional investors, high-net-worth individuals, retail clients, and government entities across Canada.

Ownership category

akta.pro rank

Headquarters

HQ city

Montreal

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Securities Brokerage Services: Full-service securities brokerage offering trading in fixed income, money market, and stock markets. Revenue is generated through transaction fees and commissions on securities trades executed for clients.
2. Institutional Research Services: Research services covering bond and equity markets including fixed income strategy analysis, equity market monitoring, and expert reports on various financial topics. Research is provided to institutional clients and high-net-worth investors.
3. Managed Portfolio Services: Discretionary portfolio management services including CTI Fixed Income Active Portfolio for institutional clients, CTI ePortfolios for retail customers, CTI Acrobat (North American equity), and CTI Palos Acrobat (Fundserv PAL910). Revenue generated through management fees on assets under management.
4. Private Equity Investment: CTI Capital acts as an investor in private equity through CTI Life Sciences venture capital fund (founded 2006) which invests in emerging life sciences companies at pre-clinical and clinical development stages.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels3 records

Core offering

CTI Capital Securities is a full-service Canadian investment dealer providing securities brokerage (fixed income, equities, money market), institutional research on bond and equity markets, and discretionary managed portfolios (CTI Acrobat, CTI Palos Acrobat, CTI ePortfolios, CTI Fixed Income Active Portfolio, CTI Momentum Alpha Model) to institutional clients, high-net-worth individuals, and retail investors. The firm additionally operates CTI Life Sciences, a private venture capital fund investing in emerging pre-clinical and clinical-stage life sciences companies.

Product overview

CTI Capital Securities Inc. is a full-service investment dealer offering a unified platform of brokerage, institutional research, and managed portfolio services. The core offering is CTI Capital Valeurs Mobilières (brokerage), supplemented by the CTI Life Sciences venture capital fund. The managed portfolio suite includes CTI ePortfolios with multiple strategies: CTI Multi-Strategy Canadian Equity Portfolio, CTI Fixed Income Active Portfolio, CTI Global Tactical ETF Portfolio, CTI Palos Acrobat Enhanced North America (Fundserv PAL910), and CTI Acrobat (Canadian and US equities). An alternative investment option is the CTI Momentum Alpha Model. Proprietary analytical tools include the CTI Fear & Greed Index. Trading and brokerage services are complemented by institutional research covering fixed income, equities, and expert reports. CTI Capital also offers proprietary market forecasting systems and quantitative models designed to outperform similar indices through a risk-adjusted framework.

Differentiator

Problem solved

Functional benefit

Brands

• CTI Life Sciences (CTI Sciences de la Vie): Private venture capital fund investing in high quality emerging life sciences companies at the pre-clinical and clinical development stage. Founded in 2006.
• CTI Palos Acrobat Enhanced North America
• CTI Acrobat
• CTI Momentum Alpha Model

Products and services

• CTI Capital Securities Brokerage (CTI Capital Valeurs Mobilières) Full-service securities brokerage firm offering execution in fixed income, money market, and equity markets; institutional research; and managed portfolios, alongside private equity investing. Targeted at institutional, high-net-worth, retail, and government clients in Canada.
• CTI Life Sciences (CTI Sciences de la Vie) Private venture capital fund investing in emerging life sciences companies at the pre-clinical and clinical development stage, operated as a wholly-owned subsidiary of CTI Capital.
• Institutional Research Services Institutional research services covering bond and equity markets, including Fixed Income strategy, Equity analysis, and Expert Reports on targeted financial topics, provided to institutional clients and high-net-worth investors.
• Tailored Trading and Brokerage Services Bespoke trading and brokerage services combining quantitative research with macroeconomic insights to provide personalized investment strategies, asset allocation and business-cycle analysis for institutional and high-net-worth clients.
• CTI ePortfolios (Digital Managed Portfolio Platform) Digital managed portfolio platform serving retail clients with actively managed portfolio solutions offering exposure to high-quality Canadian and American companies, fixed income, and ETFs at accessible minimums.
• CTI Multi-Strategy Canadian Equity Portfolio Managed Canadian equity portfolio utilizing CTI's research models for wealth creation, offered through the ePortefeuille platform.
• CTI Fixed Income Active Portfolio Institutional fixed income portfolio actively managed using CTI's proprietary research models and top-down quantitative analysis.
• CTI Global Tactical ETF Portfolio Global tactical ETF portfolio offering diversified exposure to international markets through exchange-traded funds.
• CTI Palos Acrobat Enhanced North America (Fundserv PAL910) Leveraged enhanced North American managed portfolio designed for growth-oriented, risk-conscious investors, distributed via Fundserv under code PAL910 and combining Palos Management expertise with CTI's proprietary market models.
• CTI Acrobat (North American Equity Portfolio) North American equity portfolio providing exposure to high-quality Canadian and American companies that are industry leaders creating long-term shareholder value at attractive valuations, with 10-year historical performance tracking.
• CTI Momentum Alpha Model Alternative investment strategy implementing dynamic opportunistic allocation across securities and indices exhibiting the strongest momentum characteristics, enhanced through disciplined leverage within a robust risk-control framework.
• CTI Fear & Greed Index Proprietary sentiment indicator synthesizing multiple market inputs (price momentum, breadth, volatility, fund flows) into a single normalized score between 0 and 100 across seven sentiment zones, used to identify periods of excessive fear or exuberance that historically precede market turning points.

Quantifiable outcome

• Market forecasting systems have proven highly effective in stock markets with well-documented market calls
• +1 more outcomes

Named customers4 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature4 records

Partnerships

One partnership is on record.

• Palos ManagementflagshipStrategic or Co-development Partner · 1 January 2026CTI Capital partnered with Palos Management to create the CTI Palos Acrobat Bonifié (Fundserv PAL910), an enhanced version of the CTI Acrobat portfolio. This partnership is specifically designed for institutional clients and accredited investors, combining Palos Management's expertise with CTI's proprietary market models. The fund was successfully launched in 2026 and offers leveraged exposure for growth-oriented, risk-conscious investors in favorable economic conditions.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Richardson Wealth: Canadian independent wealth management firm providing advisory and portfolio management services. Comparable as an independent Canadian competitor in HNW and institutional managed-portfolio segments.
• Haywood Securities: Canadian independent full-service investment dealer focused on institutional wealth management and capital markets. Comparable as an independent Canadian dealer offering research, sales, trading, and managed portfolios to institutional and HNW clients.
• Echelon Wealth Partners: Canadian independent investment dealer providing institutional sales and trading, research, and wealth management. Directly comparable as a boutique independent dealer competing for similar institutional and HNW mandates in the Canadian market.
• PI Financial: Canadian independent investment dealer offering wealth management and capital markets services. Comparable as a similarly-sized independent dealer targeting institutional and HNW Canadian clients.
• Leede Jones Gable: Independent Canadian investment dealer offering wealth management, capital markets, and institutional services. Comparable as another independent Canadian dealer with a multi-channel platform serving retail, HNW, and institutional clients.
• Cormark Securities: Canadian institutional-focused investment dealer specializing in equity research, sales, and trading. Comparable as an independent boutique dealer competing for institutional execution and research mandates in Canada.
• Canaccord Genuity Group: Independent Canadian investment dealer offering institutional brokerage, wealth management, and research across Canada, the UK, and the US. Comparable as a competing independent full-service dealer serving institutional and HNW clients with proprietary research and capital markets capabilities.

Broad incumbents

• National Bank Financial Markets: Canadian bank-owned capital markets and wealth division and notably a direct counterpart of CTI, which routes best-execution through NBIN per its published policy. Comparable as a much larger incumbent competitor and infrastructure counterparty in Canadian institutional brokerage.

Emerging players

• Purpose Investments: Canadian asset manager offering managed portfolios, ETFs, and alternative strategies. Comparable as a Canadian competitor in the actively managed, multi-strategy portfolio space CTI targets with its ePortfolio suite.
• Questrade Wealth Management: Canadian digital broker-dealer offering self-directed and managed portfolio solutions to retail and HNW clients. Comparable as a Canadian competitor pushing into CTI's ePortfolio retail/managed-portfolio space with a lower-cost digital model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance8 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CTI Capital Securities Inc.