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.