DU SAULT GROUP

Our management style is based on a comprehensive evaluation of each investment, taking into account various factors such as the company’s balance sheet, the expertise of its management team, and its long-term growth strategy.

We specifically use a growth-at-a-reasonable-price strategy when selecting stocks. This strategy involves identifying stocks that are slightly undervalued compared to their estimated worth and that show strong growth potential. In addition, our decision-making process incorporates in-depth macroeconomic analysis.

By combining these two approaches, we offer a portfolio that maximizes returns while minimizing risks.

Our financial planning services are fully integrated into our overall offering.
They therefore do not generate any additional fees. This approach allows you to benefit from a complete overview of your financial situation, both personal and professional. Thanks to this in-depth analysis, we are able to identify growth opportunities, optimize the structure of your assets, and support you in making informed decisions.
It is a strategic lever essential for building, structuring, and growing your wealth.

Following our discussions, we will be able to recommend an investor profile suited to your situation. This recommendation will be based on an assessment of several key elements: your financial objectives, investment horizon, risk tolerance, and your knowledge of investing. By taking the time to fully understand these aspects, we can guide you toward an investment strategy that is consistent, sustainable, and aligned with your personal and professional priorities.

Your tax slips are available in the “Documents and Statements” section, under the “Tax Slips” tab in your FBN client portal.

• Automatic deposit: Slips are automatically uploaded as soon as they become available, usually starting in early February.
• Email notification: You will receive an email alert as soon as a new slip is deposited in your account.
• Communication preferences: If you’ve chosen to receive your documents by mail, you won’t see the slips online. However, you can change your preferences at any time to switch to the electronic version and instantly access available documents.

Yes, Du Sault Group reimburses the transfer fees charged by your current institution when you transfer your investments to us.

This support reflects our commitment to making your transition smooth and hassle-free. Whether you're transferring an RRSP, TFSA, RRIF, or a non-registered account, our team takes care of everything: from opening the accounts to coordinating the transfers, including reimbursing the fees imposed by your former broker.

We are compensated based on the market value of your portfolio, not on a per-transaction fee basis.

This means our compensation does not depend on the number of trades executed, but rather on the overall growth of your assets, the quality of the decisions we make together, and the full range of services we provide.
This approach fosters a business relationship aligned with your long-term interests, focusing on the sustainable growth of your wealth rather than transactional activity.

The returns you can expect depend on several factors, including your investor profile, investment horizon, risk tolerance, and market conditions. Therefore, it’s difficult to provide a precise estimate without a personalized analysis.

That said, our goal is to build an investment strategy aligned with your long-term objectives, balancing potential growth with risk management. Some profiles will aim for greater stability with more moderate returns, while others will accept more volatility in pursuit of higher returns.