Our Wealth Management

Brossard Group offers comprehensive, integrated wealth management services:

  • Financial planning: Retirement income projections, tax optimization of your assets.
  • Discretionary management: Six model portfolios managed by Jean-François Brossard, with oversight by Desjardins Securities These portfolios are adapted to your needs and investor profile, and you don’t have to do a thing.
  • Tailored portfolios: If clients want a say in which securities we select, we confirm transactions with them and share the results of our research and fundamental, technical and economic analyses.
  • Specialized services: In-depth expertise on investing in startups, convertible debentures, options, short selling and structured notes.
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