Our commitment to you is built on trust, and we always strive to uphold high ethical standards in everything we do.
We handle all day-to-day decisions required for the effective management of your assets, taking into account:
Our commitment to you is built on trust, and we always strive to uphold high ethical standards in everything we do.
We provide highly personalized service by remaining accessible to answer your questions and guiding you through every step of your financial journey.
Capital preservation is a cornerstone of our practice.
We believe an intergenerational approach is essential to ensure the longevity of family wealth. All family members benefit from the same services and advantages.
We deliver tangible results.
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.
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.