Thomas Herbert, B.A., F. Pl
Wealth Manager
T 514-876-8859
Languages: French, English
Biography
- 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.
Brossard Group
The Brossard Group consists of motivated investment advisors with a passion for the world of investment.
Our areas of expertise encompass economics, accountancy and financial analysis, and we are also backed by experts in the fields of insuranceFootnote 1, taxation, and retirement and estate planningFootnote 1.
Our services cater to young professionals and retirees alike.
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, estatesFootnote 1, insuranceFootnote 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.
- Through Desjardins Securities Financial Services or the Caisse network.
Biographies of my colleagues
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Jean-François Brossard, CFA, CPA, CA
Portfolio Manager, Wealth Manager
T 514-281-7502
Languages: French, English
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.
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Sébastien Brossard, MBA, B.A.
Wealth Manager
T 514-876-0504
Languages: French, English
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.
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Xavier-Laurens Amany, BBA
Assistant Wealth Management Advisor
T 514-985-5075 ext. 5065075
Languages: French, English
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.
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Isabelle Boulet,
Associate Wealth Management Advisor
T 514-281-0119
Languages: French, English
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.
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Chantal Papillon, BBA
Wealth Management Associate
T 514-876-7830
Languages: French
- 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.
Location
Desjardins Securities at Place Ville Marie
1 Place Ville Marie
Suite 1970
Montréal (Québec)
H3B 0E8
514-876-1441 Toll-free : 1-866-876-1441Fax : 514-876-1106
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