Sébastien Brossard, MBA, B.A.

Mission

• Aiming to maximize after-tax returns from portfolios while complying with each investor’s risk tolerance. 
• Eliminating emotion from the investment process in a context of market volatility.
• Explaining market and financial issues in clear and simple terms.

Investment Philosophy

Identifying the business sectors that provide strong growth opportunities, using macroeconomic analysis and examination of trends to select companies worth investing in (top-down approach).

Company selection is based on fundamental analysis. The aim is to identify the stocks that outperform their peers. The following criteria are taken into account: competitive positioning, potential earnings growth, potential dividend increases, political risk, exchange rates and debt levels.

What sets us apart

• Portfolios designed to meet the unique character of each investor who wishes to play an active role in managing his or her wealth. 
• Discretionary portfolios for investors who seek turnkey investment solutions.
• Specialized services for sophisticated investors.

Values

We adhere to high standards of integrity and professionalism. We listen carefully to your concerns and are always available to answer your questions (guidance). We seek constantly to innovate and enhance our service offer.

Service Offer

Portfolio and wealth management, investment, estates^{Footnote 1}, insurance^{Footnote 1}, retirement income projection.

Discretionary and customized portfolios.

Selection of individual stocks, mutual funds, structured notes, convertible debentures, flow-through shares, preferred shares, bonds, options.