Let's navigate together towards achieving your life goals

By supporting you every step of the way

 

Our Objective

To become your main financial partner.

We understand that reaching your financial goals is like a journey.

We're here for the long haul, supporting you every step of the way. 

 

 

Our mission

Maintain strong long term relationships with investors, based on trust and mutual respect.

Manage your financial assets focusing achieving your long term objectives in simplifying your décisions making process.

Our main core values of our tagline ... Your trust is at the core of our passion !

 

 

Our business principles

Our long term business relationships with our clients are based on trust, transparency and mutual respect. Asset allocation and diversification are the most important investment decisions to control risk in order to help you achieve your investment objectives.

Our approach

It is based on a thorough understanding of the needs of our customers wiyh whom we have forged links for several generations. 

The life cycle and the importance of updating your plan

With time, as your situation evolves, your financial situation must reflect that reality.

Your life is a journey and we can help you navigate any new routes you may take to help secure your financial future and that of your family.

Managing your portfolio, preparing for retirement, or the withdrawal phase, you are faced with countless possibilities and it could be difficult to go through. As your situation changes with each major life events, personal an professional, then your financial situation changes too ! It's important to update your plan regularly in order to stay focused  on your goal ! The following graphic demonstrate the typical steps per objective;

A 4 step structured approach

Our approach takes into account the nuances of your situation and your objectives in order to provide a personalized support; 

1. Through a proactive and integrated approach, together we will help you define;

  • your investment profile profile; your investor profile, risk tolerance and investment horizon,
  • your investment objective: based on your specific personal, professional, financial and fiscal situation.

2. Analysis of your situation;

  • collect the information: in order to establish a thorought and realistic plan to carry out your projects through the years,
  • composition of your portfolio with your investment profile

3. Proposition of targeted strategies, construction and monitoring of your portfolio

  • selection of a model portfolio with the best risk profile for an optimal diversification tailored to your objectives,
  • rebalancing of your portfolio and regular contact to review your investments.

4. Communication and monitor

  • regular meetings to adapt to any changes in your life that deserves to be taken into account in management process,
  • prevent the emotivity of our clients.

Our private portfolio

Launched in 2003, our private Portfolio allows a discretionary management for our growth assets and is reserved solely to the Gélinas - Bossé Team clients. Our professional designations demonstrate our ability and commitment to the guiding principles and highest ethical standards.

Our private Portfolio is geared to the investor who is looking for long-term capital growth using high quality equity securities. We use a management style focused on value, growth and quantitative analysis.

Among the main advantages: active and professional management, increased diversification, speed of execution as well as a competitive and advantageous pricing.

For informational purposes, here is a graphic illustrating the progression of our private Portfolio which demonstrates the growth of $ 10,000.00 since its inception in 2003 up to $ 50,932.82 as of December 31st, 2020 which represents an annual return of 9.75%.

                                             

For more detailed information on this topic, we invite you to read the investment policy detailing the goals and investment criteras, investment philosophy, sources of information and the benchmark on this site in the «  Nos publications » tab, then click the subtab « Notre Portefeuille privé ». Furthermore, you will also be able to consult the quaterly updates.

** Please take note that the above-mentioned documents are currently only available in french. **

Global wealth management approach

Our objective is to become your reference in all aspects concerning your personal and business wealth.

Due to the strength of our team and specialized partners, we are able to guide you in all aspects of wealth management. 

Portofolio management

To build and grow your wealth or to carry out your life's projects, you must first put in place the right savings and investment strategy.

Financial planning*

We can help you plan for retirement, manage your money, plan for your children's education or carry out a specific project.

Tax planning*

Taxes are one life's certainties, but there are ways to minimize your tax burden at the time of the initial investment and upon its disbursement.

Complementary services*

We offer several services designed to complement our line of investment solutions: philanthropy, trust, fiduciary, etc.

Banking solutions

National Bank offers you a comprehensive range of banking solutions. We'll help you find the one that best meets your needs.

Insurance products and annuity *+

Having the right insurance coverage can make all the diffrence for your peace of mind, but we must first assess your needs and potential risks.

Estate planning *

Having a succession plan and updated will can save your beneficiaries lot of trouble. We can help you a plan both of them efficiently.

 

* Linked with specialists duly licenses in their own sector.

+ Insurance products and services are provided by National Bank Insurance Firm (NBIF). NBIF is not a member of the Canadian Investor Protection Fund (CIPF). Insurance products are not protected by the CIPF.

Contact us

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