About Grandmaster

Our story

It all started when Michel Guimond, CFP®, F.Pl. & Actuary by trade (Obtained his Associateship of the Society of Actuaries in 1988), decided to leave the actuarial field and use his abilities to help individuals with their finances. He joined Sylvain Parent at RocheBanyan in 2000. Michel got selected to do retirement seminars for the Federal Government, the Bank of Canada and other employers with important pension plans.

In 2017, Michel joined Desjardins Financial Security Independent Network (DFSIN) the independent advisory branch of the Desjardins Movement to continue the adventure in partnership with one of the most flexible and well-established financial products dealership.

Since he joined the industry as a self employed, Michel has done over 700 retirement and financial planning seminars and currently advises over $140M for our 900+ loyal clients.

The Grandmaster strategy

The Rook represents the stronghold which is GrandMaster’s defensive approach. We are known for the prudence and soundness of our planning and want to help our clients lock in a comfortable financial future for themselves and their loved ones.

We focus our strategies on your objectives which are often led by retirement, so our investment style mostly resembles those of pension plans.

We are proud of our ability to stay down to earth; Our products catalogue regroups quality and stability of actively managed funds with strong fundamentals and a proven track record.

Leaders in green investments

Investing in ecology and the conservation of our planet doesn’t require sacrificing part of your return: Throughout this wild 2020, green funds outperformed the markets! 1

Today, ecological and responsible investments have their place in almost every portfolio as the need for a change in consumption habits keeps accelerating.

We want to give the next generation the healthiest world possible and we are constantly seeking ways to increase the proportion of the assets that we allow to responsible products.

What is a financial planner?

A financial planner (Pl. Fin. from IQPF in Quebec, or a CFP® from the FPSC in the other provinces) is a certified professional that underwent studies, passed exams and accumulated many years of experience doing advisory.

The certification is a stamp expressing the individual has more resources and tools to help clients with their financial planning. Legally, only CFP professionals and Pl. Fin. are allowed to use the “Financial Planner” title. A “financial advisor” on the other side is not a term with a restricted usage.

Our philosophy

We want to be recognized for the prudence of our advice and products we use.

Wealth is not just measured in dollar amount, a great deal of it is psychological.

Our specialty is to translate your human needs into clear financial goals and help you get from point A to point B.

In the long run, we offer products with returns as good as the most prominent stock indexes, but with much less volatility!

(1) MSCI World Index (CAD) Sector performance indicates that the renewable energy sector performed a growth of 137.6% with the technology sector being second at 41.7% growth. Data was obtained from FactSet. Also, Between September 2007 and January 2021, ESG investments saw a growth of 132% vs. 79% for traditional investments. Data was obtained from Morningstar direct.