Our Services

A personalized, distinctive, and turnkey client experience

Portfolio Management

  • Private and exclusive portfolio management for our clientele
  • Proven and high-performing return history
  • Reliable, diversified strategies focused on capital preservation

 

Financial Planning

  • Comprehensive overview of your personal and business assets
  • Prioritization of your projects and justification of your decisions

 

Estate Planning

  • Discussion of your wishes regarding the transfer of your family wealth
  • Protection in case of incapacity and respect for your long-term vision

Tax Optimization

  • Financial strategies to reduce the tax impact on your investments
  • Grow your capital faster

Intergenerational Wealth Management

  • Inclusion of family members in our wealth management offering
  • Transparent and educational discussions with future generations

Insurance

  • Solutions that ensure financial security against life’s unexpected events
  • A safety net for you and your family—even if you're no longer in the workforce

Banking Services

  • Priority and advantageous services for your banking and financing needs
  • Fee waivers on select banking products and competitive interest rates

Philanthropy

  • Establishment of your own private foundation
  • Donation distribution and administration

Are you concerned about your investments?

Are you concerned about your investments?

What we can do for you!

Discover the steps to transfer with our team seamlessly. We’re here to support you throughout the account transfer process.

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

Contact us

Our team members are there for you. Contact us directly at