Brossard Group
Desjardins Securities
About us
Our approach
Our passionate team of wealth managers is here to support you and your family at every stage of life. We’re dedicated to helping you realize your aspirations and financial goals, ensuring a smooth intergenerational transfer, and effectively managing your taxes.
Our investment philosophy
We tailor your investment strategy to align with your risk tolerance and financial goals. Our stock selection process is driven by rigorous fundamental research, along with macroeconomic and technical analysis. We prioritize investments in industry-leading companies that demonstrate the ability to achieve sustainable growth.
Community involvement
We proudly support various causes, including the Montreal Canadiens Children’s Foundation External link., the Sainte-Anne foundation (site in French only) External link. and Tennis Canada External link.. Additionally, we’re committed to the Madeli-Aide foundation (site in French only) External link., which promotes education for young people in the Magdalen Islands, and the Bharat Bhavan foundation External link., which provides services to the South Asian community.
Our approach to your financial success
Our range of services at Desjardins Securities
Make the most of Desjardins Securities’ expertise to plan and optimize your wealth or portfolio. We offer personalized solutions, including financial and retirement planning, investment strategies, estate planning, tax optimization, wealth and loan protection, credit and transactional services
Our team’s specialties
Discretionary portfolio management and customized portfolios
High-net-worth families, entrepreneurs, and incorporated professionals
Communications
Newsletter
We keep our clients informed by providing regular updates on the stock market.
Monthly portfolio update
We provide discretionary clients with a monthly report summarizing portfolio transactions.
Our team
- Team
- Partners
Team
Our team, trained to the highest industry standards, will go the extra mile to help you reach your financial goals. For personalized service, contact our wealth management experts.
Jean-François Brossard
CFA®, CPA, CA
Portfolio Manager, Wealth Manager
CFA®, CPA, CA
Portfolio Manager, Wealth Manager
Jean-François has more than 25 years of experience in the financial field. He worked with renowned firms, such as PwC and National Bank Financial, before joining Desjardins Securities in 2003. He was elected to the President’s Circle in 2006, 2007, and 2008.
LinkedIn profile External link.
Phone
MBA, BA
Wealth Manager
Sébastien is an economist with a bachelor’s degree in economics from Université de Sherbrooke and an MBA from HEC Montréal.
He began his investment career in 2001 as a financial analyst, managing over $1.2 billion in assets at an institutional portfolio management firm.
Since joining Desjardins Securities in 2005, he’s excelled at developing customized investment strategies and identifying opportunities in fixed-income securities.
LinkedIn profile External link.
Phone
BA, F.Pl.
Wealth Manager
- Bachelor of economics from the University of Western Ontario
- Certificate in financial planning from HEC Montréal
- More than 11 years of experience as a financial planner
Thomas optimizes clients’ tax structures and monitors their financial plans.
LinkedIn profile External link.
Phone
Isabelle Boulet
CSC®, WME®, CPH®
Associate Wealth Management Advisor
CSC®, WME®, CPH®
Associate Wealth Management Advisor
Isabelle began her career at Desjardins Securities in 1995 and brings over 17 years of experience in the securities industry. She has completed the necessary courses to earn her associate advisor title and is responsible for communications, customer service, and daily operations.
Phone
Xavier-Laurens Amany
BBA
Associate Wealth Management Advisor
514-985-5075 This link opens your phone app., ext 5065075
BBA
Associate Wealth Management Advisor
Xavier is an associate wealth management advisor with a bachelor of business administration from HEC Montréal. He started his career in the securities industry in 2016 and has since specialized in technical market analysis. His role focuses on developing risk management strategies and portfolio monitoring tools.
LinkedIn profile External link.
Phone
514-985-5075 This link opens your phone app., ext 5065075
Chantal Papillon
BBA, CSC®, CPH®
Wealth Management Associate
Partners
We work with skilled professionals
Jérôme Dostie-Bourgault
Senior Tax Advisor
Laurent Poirier
Financial Security Advisor
Alain Saint-Jacques
Business Transfer Coach
Stéphane Thibault
Senior Tax Advisor
Branch information
Montreal
1170 Peel Street
Suite 300
Montreal QC H3B 0A9
Directions Lien externe au site.
Phone
514-985-7585 Ce lien ouvre votre application de téléphonie.
1-866-985-7585 Ce lien ouvre votre application de téléphonie.
What sets us apart
Excellence accreditation
The Excellence Accreditation shows that our investment advisors meet the highest quality standards.
