Michel Bédard, BBA

Biography

The holder of a bachelor’s degree in business administration from the Université du Québec à Montréal (UQAM), Mr. Bédard has worked in the investment industry for more than 28 years, including eight years in the institutional sector for well known firms. 

Management of your investments is based on a personalized approach. Mr. Bédard recognizes the unique character of each of his clients. For the investments in your portfolio, he focuses in particular on asset diversification.

Mission

The mission of the Bédard/Jolin team is to serve as an independent expert in the management of your assets in accordance with your investment goals as set out in your investor profile.

Investment Philosophy

Our investment philosophy is based on long-term wealth accumulation in keeping with your investor profile.

What sets us apart

I offer investment management service that helps affluent clients minimize their tax impact while supporting their lifestyle.

Values

I adhere to the highest standards of integrity and professionalism. We achieve excellence through our recognized management practices, efficient business principles and irreproachable ethics. We strive continually to provide outstanding service to exceed our clients’ expectations, to maintain their trust and to establish long-term relationships.

Service Offer

Turnkey solutions

Owners of large fortunes have a basic feature in common: they do not manage their investments on their own. They have come increasingly to recognize that making investment decisions themselves is not always the best way to achieve financial success. It is with this in mind that we have created turnkey investment solutions called Darwin. This approach involves delegating management of your portfolio, in a spirit of trust, to renowned portfolio managers.

The traditional approach: à la carte service

Traditional brokerage service is intended for investors who wish to participate in managing their assets. Together, we can select stocks, index products and investment funds that match your profile. This approach offers the following advantages:

• diversifying your investment and reducing your risk;
• providing affordable access to the various financial markets;
• allowing for professional management of your investments.