Print

Sébastien Brossard, MBA, B.A.

Investment Advisor

T 514-876-0504

Languages: French, English

Biography

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. 

Brossard Team

The Brossard team 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 insurance1, taxation, and retirement and estate planning1.

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, estates1, insurance1, retirement income projection.

Discretionary and customized portfolios.

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

  1. Through Desjardins Securities Financial Services or the Caisse network. Return to footnote 1 referrer

Biographies of my colleagues

  • Jean-François Brossard, CFA, CPA, CA

    Vice-President, Portfolio Manager, Investment Advisor

    T 514-281-7502

    Languages: French, English

    Linkedin

    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.

  • Isabelle Boulet,

    Associate 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 monitors current operations and handles client service.

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

Route List of investment advisors
Back to top