Your priorities are our priorities. Our mission is to support you through the different stages in your life and to help you achieve or exceed your financial goals.
This means that we try to maximize your portfolio returns while taking your risk tolerance and personal situation into account.
Throughout the process, we consider it our duty to keep you informed, explain financial and market issues in a way that's easy to understand, and respond to all your concerns.
Brossard Group is an integrated team of highly motivated investment advisors and financial planners who care deeply about investing. Our main areas of expertise are:
- Securities analysis and portfolio construction
- The economy and asset allocation
- Financial planning and tax optimization
We also rely on help from partners with insurance, tax, accounting and legal expertise. Our qualifications and extensive experience in these fields ensure we give you personalized, high‑quality service that's suitable for families, young professionals, businesspeople and retirees.
Jean-François Brossard CFA, CPA, CA
Portfolio Manager, Wealth Manager
Jean-François Brossard has more than 20 years’ experience in the financial field. He worked with renowned firms including PricewaterhouseCoopers (PwC) and National Bank Financial before joining Desjardins Securities in 2003. He was elected a member of the President’s Circle in 2006, 2007 and 2008.
Sébastien Brossard MBA, B.A.
Sébastien Brossard is an economist. He holds a bachelor’s degree in economics from the Université de Sherbrooke and a master’s degree in business administration (MBA) from HEC Montréal.
He started in the investment field in 2001 as a financial analyst and played a role in managing more than $1.2 billion with an institutional portfolio management firm.
He joined Desjardins Securities in 2005, receiving a mention as Rookie of the Year. He helps build portfolios and watches for investment opportunities in fixed-income securities.
Thomas Herbert B.A., F. Pl
- Bachelor of Economics from the University of Western Ontario
- Certificate in Financial Planning from HEC Montréal
- More than 12 years of experience as a financial planner
Thomas Herbert helps clients optimize their tax structure and keep track of their financial plans.
Associate Wealth Management Advisor
Ms. Boulet began her career at Desjardins Securities in 1995 and has more than 17 years’ experience in the securities field. She has taken the courses required to obtain the title of assistant advisor. She is responsible for communications, customer service and day-to-day operations.
Xavier-Laurens Amany BBA
Assistant Wealth Management Advisor
Mr. Xavier Amany is an investment assistant and holds a Bachelor of Business Administration (B.A.A.) from HEC Montréal. He began his career in the securities field in 2016 and has since specialized in technical market analysis. Within the Brossard Group, he ensures the development of risk management and portfolio monitoring tools.
Chantal Papillon BBA
Wealth Management Associate
- Bachelor of Business Administration
- Canadian Securities Course (CSC) from the CSI
- Conduct and Practices Handbook Course (CPH) from the CSI
Chantal has several years of experience in the securities industry. She’s responsible for account management and operations within our team, and we’re positive she can offer you support that perfectly fits your needs.