We mainly manage portfolios ourselves without the use of external managers (doing so eliminates the middleman fee). However, we collaborate with external managers on an ad hoc basis when deemed appropriate for specific reasons. To complement our private baskets, we use low-cost ETFs and funds to invest in different asset classes.
Portfolio Management
Our Approach
Quality First
Parent-Bujold's expertise is rooted in proven investment methods. We
prioritize quality above all, basing every decision on in-depth
analysis supported by rigorous qualitative and quantitative criteria.
Our team stays up-to-date with economic news, allowing us to
anticipate macroeconomic risks and seize opportunities.
We treat our clients' money with the same care as our own, carefully optimizing return while managing risk. Whether it's an individual, professional, or other type of investment account, every decision made by our team is aimed at maximizing value for our clients.
Why choose us?
Life is complicated. Your investments should be simple.
We have the flexibility to adjust our allocations based on our outlook, which is essential for achieving our goals, particularly in terms of geographical and sectoral allocation. This is impossible when external managers make investment decisions.
ETFs allow us to diversify our portfolio by reducing the number of positions. In fact, a single ETF can represent over 1,000 positions, simplifying tracking. It becomes difficult to effectively and rigorously track 250 different securities. By reducing the number of positions, portfolio management becomes simpler. We regularly rebalance to maintain prudent and adaptive management.
Our 4 Key Strengths That Drive Performance:
We are often asked what sets the Parent Bujold team apart from others. We believe the following four characteristics significantly increase the chances of long-term success and contribute to generating favorable risk-adjusted returns in wealth management.
People: Respect and a spirit of collaboration are fundamental values for our team. We carefully select our partners, choosing competent, passionate, loyal, hardworking individuals with impeccable ethics who believe in our team's values.
Process: No one can precisely predict financial movements. However, our research tools, such as Value Line, Stock Pointer, Credit Suisse, BNC, and our databases like Thomson One and CPMS, enable us to implement a unique process for selecting indices, stocks, and funds. Additionally, every two weeks, our team of managers meets to optimize portfolio asset allocation.
Price: We believe it is important to provide great value through all our services and offer a personalized approach, while doing so at a competitive fee.
Philosophy: We believe that to help our clients build wealth, we must have a diversified approach across asset classes and uncorrelated strategies. Our greatest strength is helping our clients stay the course during both euphoric and challenging times.
Our clients
Business owners are always busy and on the go. They are always seeking solutions to grow their wealth across various financial domains (real estate, insurance, other businesses, securities, arts). Diversification and reducing the risk of their overall wealth are crucial. The liquidity of investments is also an important factor.
Business owners want to delegate the management of their wealth to competent and trustworthy financial advisors. They seek advice that prioritizes their personal and family interests.
Our team can meet their specific needs and objectives, helping them develop a rigorous investment plan. We provide peace of mind to business owners, allowing them to focus on what matters most: their family, health, and company.
For many years, we have served professionals and senior executives (accountants, lawyers, dentists, doctors, pharmacists, engineers, etc.). They seek a clear and precise investment process with an action plan focused on integrated portfolio management and long-term growth. We work together to find the best investment solutions to enhance their long-term wealth and reduce the tax impact at death.
We help retirees enjoy an excellent quality of life. Our retired clients are generally aged between 50 and 90 years. They have worked hard and invested their savings over many years in investment programs (RRSPs, pension funds, cash accounts). Our retired clients appreciate our integrated approach, offering both portfolio management and estate and tax planning services.
