Ensure a stable and sufficient income to maintain your lifestyle after the end of your active career.
Tangible results and guaranteed peace of mind
Consultation of your current situation and analysis of your needs
Proposal of solutions and development of an action plan
Management of administration and asset transfers
Implementation of strategies
Are you concerned about your investments?
A review of your current investments can reveal a wealth of information.
- Analysis of your asset allocation, geographic distribution, risk level, and management fees
- Let’s determine together if you can optimize your investments.
What are your objectives?
Optimize the financial structure of your business or management company.
Finance post-secondary education for your children, grandchildren, or even yourself.
Maximize the return on funds not used in the short, medium, or long term.
Purchase, renovation, or mortgage repayment.
Support causes that matter to you while optimizing tax benefits.
Intergenerational approach
All family members benefit from our wealth management offering.
It is our priority and responsibility to contribute to the sustainability of your family wealth.
- Tailored support for each generation
- Personalized tax and estate planning strategies
- A long-term vision to preserve and grow your wealth
Young Investors
- Personalized, turnkey services
- Start investing today with professional guidance
- Get a head start on your life projects
- A trusted relationship that will last for years
Your assets grow, your fees decrease:
- Dynamic, decreasing management fees based on the value of your portfolio
- Intergenerational approach and family grouping
- Management fees fully or partially tax-deductible (non-registered accounts – subject to applicable tax rules)
Refer us!
Let us offer your friends, colleagues, and family members the same quality of investments and service that you enjoy. Our extensive network is a strength and an asset for all our clients.
FAQ
Find quick answers to your questions
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.
À la suite de nos échanges, nous serons en mesure de vous recommander un profil d’investisseur adapté à votre situation. Cette recommandation repose sur une évaluation de plusieurs éléments clés : vos objectifs financiers, votre horizon de placement, votre tolérance au risque ainsi que vos connaissances en matière d’investissement. En prenant le temps de bien comprendre ces aspects, nous pouvons vous orienter vers une stratégie de placement cohérente, durable et alignée avec vos priorités personnelles et professionnelles.
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.
Your money, our priority
Join us to invest your money, optimize your wealth, and much more.
Invest with us
