Our Investment Philosophy

Brossard Group’s main objective is to maximize your return on investment while taking your risk tolerance and financial position into account.

We make decisions based on a combination of macroeconomic analysis, fundamental (financial) research and technical (stock market charts) analysis to maximize the return on your investments.

We believe our portfolios can deliver higher returns by holding securities over the long term.

Risk management is a critical component of portfolio management. We use a tactical approach to fine-tune our asset allocation based on the macroeconomic climate and market conditions.

Our client approach

Do you want to make the most of your financial planning and investments? You’ve already taken the first step.   

The next step is to arrange your first face-to-face meeting with a member of our team. We want to get to know you better, so we’ll ask you questions that will help us identify your goals and define your current financial position, your risk appetite and desired returns, as well as your investment constraints.

We’ll then work with you to establish a comprehensive financial plan that can be revised and updated whenever there's a major change, such as when you have your first child or buy a house.    

Brossard Group offers wealth management and financial planning services, but our main goal is to offer you personalized support.

Our investment process

We use the top-down approach to allocate your assets as effectively as possible. It involves analyzing macroeconomic conditions, examining trends and compiling data by business sector to determine which asset classes and sectors offer the strongest growth potential.

Securities selection is based on fundamental research. We consider the following criteria:

  • Competitive positioning
  • Potential earnings growth
  • Potential dividend growth
  • Debt ratio
  • Effectiveness of management
  • Currency risk.

Once we’ve identified companies we want to invest in, we conduct a technical analysis to determine the best times to buy or sell so we can take advantage of short-term price fluctuations.

After we’ve acquired the investment, we monitor returns regularly using a variety of specialized tools. We rebalance and restructure your portfolio as needed, while always sticking to the management mandate.

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