RBC Investor & Treasury Services strengthens partnership with Optimum Asset Management, expanding financial solutions for mutual funds

TORONTO, June 14, 2023 — RBC Investor & Treasury Services (RBC I&TS) is pleased to announce the expansion of its strategic partnership with Optimum Asset Management (OGP), a Quebec-based asset management subsidiary of Optimum Financial Group. The expanded mandate includes custody, fund accounting and shareholder services for OGP’s nine mutual funds, underscoring the firms’ shared commitment to long-term growth.

"We are pleased to deepen our partnership with RBC I&TS," said Claude Cyr, Executive Vice President, Optimum Holdings Inc. “Their expertise in custody, fund accounting and shareholder services aligns perfectly with our vision for delivering superior investment solutions to our clients. We believe this expanded mandate will further strengthen our operational capabilities and allow us to focus on driving value for our clients."

"This expanded partnership is a testament to our dedication to delivering exceptional value and expertise to our clients," said Sylvain Gervais, Managing Director and Co-Head, RBC Investor & Treasury Services. "We are honoured to be chosen as OGP’s trusted partner and are confident in our ability to deliver operational excellence and drive mutual success. By working closely together, we will continue to provide Optimum with the comprehensive support they need to navigate the evolving financial landscape."

The expanded relationship between RBC I&TS and Optimum reinforces RBC I&TS's reputation as a leading provider of financial services in the Canadian market. Through its extensive range of services and its commitment to client-centric solutions, RBC I&TS continues to build momentum and solidify its position as a preferred partner within the financial industry.

About RBC Investor & Treasury Services

RBC Investor & Treasury Services (RBC I&TS) provides asset, payment and treasury services to financial institutions and asset owners worldwide. We are a leader in Canadian cash management and transaction banking services. Trusted with nearly CAD 4.1 trillion in assets under administration, our focus is on safeguarding client assets and supporting our clients’ growth.

About Optimum Asset Management

Optimum Asset Management is a firm that focuses on quantitative and credit analysis, and that combines micro and macroeconomic analysis. We redefine investment strategies by combining the high technicality of our experts with our business intelligence technology, while incorporating responsible investment principles into our portfolio management. With a track record of over 30 years of tradition, client focus and excellence, we have assembled a team of professionals with a very high level of expertise from various spheres of the financial and technological industries. By combining our talents with those of our sister companies Optimum Gestion Financière S.A. in France and Optimum Quantvest Corporation in the United States, the presence of our teams in three countries gives us privileged access to different markets. Learn more at optimumgestion.com/en.

For more information, please contact:

Ylana Kurtz, ylana.kurtz@rbc.com