Portfolio Manager, Investment Advisor
Languages: French, English
Mr. Brennan has more than 16 years’ experience in finance, including eight years in the securities field.
Mr. Brennan chairs the board of governors of the Saint-Hyacinthe vocational school. He also chaired the board of directors of the CÉGEP de Saint-Hyacinthe and was vice-president of the Chambre de commerce et de l’industrie les Maskoutains. In 2012, he was a member of the board of directors of the Centre local d’emplois Maskoutains (local job centre).
Your capital is important, and we know this, which is why we offer made-to-measure investment strategies that fit your reality and your expectations.
To meet your needs effectively, we carefully examine every aspect of your personal, professional and financial position. Our sole aim is for your portfolio to reflect your investor profile.
We then conduct a periodic review of your assets and make any required adjustments.
At all times, we provide full collaboration with other specialists you deal with, such as accountants, lawyers, financial planners or insurers.
Guiding our clients in meeting and fulfilling their financial goals by handling their investments through a comprehensive wealth management approach.
Seeking a long-term business relationship, the professionals of the Brennan
Group favour a personalized approach:
The Brennan Group is noted for its value-focused approach and for the rigour of its work methods.
The group’s experienced managers also stand out from their competitors through their transparency in trading, performance, fees and sharing of information. They have extensive experience in portfolio management.
Honesty, integrity, transparency.
Languages: German, French, English
T 450-223-1004 ext. 5091008