Choose your settings

Choose your language

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 services1.

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.

Video series

We offer insightful advice and explain the intricacies of portfolio management in our informative videos.

Our team

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.

people

Jean-François Brossard

CFA®, CPA, CA

Portfolio Manager, Wealth Manager

514-281-7502  This link opens your phone app.

View profile  Jean-François Brossard

Sébastien Brossard

MBA, BA

Wealth Manager

514-876-0504  This link opens your phone app.

View profile  Sébastien Brossard

Thomas Herbert

BA, F.Pl.

Wealth Manager

514-876-8859  This link opens your phone app.

View profile  Thomas Herbert

Isabelle Boulet

CSC®, WME®, CPH®

Associate Wealth Management Advisor

514-281-0119 This link opens your phone app.

View profile  Isabelle Boulet

Xavier-Laurens Amany

BBA

Associate Wealth Management Advisor

514-985-5075 This link opens your phone app., ext 5065075

View profile  Xavier-Laurens Amany

Chantal Papillon

BBA, CSC®, CPH®

Wealth Management Associate

514-876-7830  This link opens your phone app.

Partners

We work with skilled professionals2 to offer guidance that matches your priorities. Together, we plan and execute strategies to address both your current and future needs.

Jérôme Dostie-Bourgault

Senior Tax Advisor

Laurent Poirier

Financial Security Advisor3

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.

Desjardins Securities is a trade name used by Desjardins Securities Inc. Desjardins ®, Desjardins Wealth Management Securities and related trademarks are trademarks of the Fédération des caisses Desjardins du Québec used under licence. Desjardins Securities Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF). To find out if a person is currently employed by a company regulated by the CIRO, refer to the Advisor Report External link.. CFA® is a registered trademark owned by CFA Institute.Canadian Securities Course (CSC®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc.Wealth Management Essentials (WME®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc.Conduct and Practices Handbook Course (CPH®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc. Investment solutions and discretionary portfolios management service is offered by Desjardins Securities Inc. Your Signature Service turnkey offer also uses other specialists from Desjardins Group. The financing and transaction solutions are provided by Fédération des caisses Desjardins du Québec. Some of the financial planning, tax, trust and estate services can be offered by Desjardins Trust Inc. Desjardins Financial Security Life Assurance Compagny provides life and health insurance, while Desjardins General Insurance Inc. provides property and casualty insurance.Some services are offered through Desjardins Securities Financial Services, caisses or external professionals.Through Desjardins Securities Financial Services Inc.