{"id":19239,"date":"2026-04-09T14:41:53","date_gmt":"2026-04-09T14:41:53","guid":{"rendered":"https:\/\/pmll.ca\/wealth-management\/gestion-discretionnaire-d-actifs\/"},"modified":"2026-06-11T21:22:36","modified_gmt":"2026-06-11T21:22:36","slug":"gestion-discretionnaire-actifs","status":"publish","type":"wealth-management","link":"https:\/\/pml.ca\/fr\/gestion-de-patrimoine\/gestion-discretionnaire-actifs\/","title":{"rendered":"Gestion discr\u00e9tionnaire d\u2019actifs"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"19239\" class=\"elementor elementor-19239 elementor-19236\" data-elementor-post-type=\"wealth-management\">\n\t\t\t\t<div class=\"elementor-element elementor-element-31e88a8 e-flex e-con-boxed e-con e-parent\" data-id=\"31e88a8\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7e92af8 stripe-heading-5 elementor-widget elementor-widget-heading\" data-id=\"7e92af8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Gestion discr\u00e9tionnaire d\u2019actifs<\/h1>\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-bfaa45b e-con-full e-flex e-con e-child\" data-id=\"bfaa45b\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t<div class=\"elementor-element elementor-element-d91fae8 e-con-full e-flex e-con e-child\" data-id=\"d91fae8\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0042d6c elementor-hidden-mobile elementor-widget elementor-widget-spacer\" data-id=\"0042d6c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7932c38 elementor-widget__width-initial text-box elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"7932c38\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:250}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Pembroke g\u00e8re des portefeuilles discr\u00e9tionnaires pour des particuliers, des familles, des fondations et des institutions.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-796dbaf elementor-widget__width-initial text-box elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"796dbaf\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:275}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Toute relation commence par une compr\u00e9hension claire de vos objectifs financiers, de votre tol\u00e9rance au risque, de votre horizon temporel et de votre situation d\u2019ensemble. C\u2019est sur cette base que nous \u00e9laborons un portefeuille sp\u00e9cialement con\u00e7u pour vous. <\/p><p>Notre approche s\u2019appuie sur notre exp\u00e9rience, est guid\u00e9e par notre rigueur et est anim\u00e9e par un objectif pr\u00e9cis : <strong>faire fructifier votre patrimoine et le pr\u00e9server<\/strong> au fil du temps.<\/p><p>Dans le cadre d\u2019un mandat discr\u00e9tionnaire, les gestionnaires de portefeuille de Pembroke prennent au quotidien des d\u00e9cisions d\u2019investissement en votre nom, dans le respect de vos objectifs financiers, de votre profil de risque et de votre plan \u00e0 long terme.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4cfaeb8 elementor-hidden-mobile elementor-widget elementor-widget-spacer\" data-id=\"4cfaeb8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-222c897 e-con-full grey-overlay-20 e-flex e-con e-child\" data-id=\"222c897\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-cea7c25 e-flex e-con-boxed e-con e-parent\" data-id=\"cea7c25\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[],&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-d99bf59 e-con-full e-flex e-con e-child\" data-id=\"d99bf59\" data-element_type=\"container\" data-e-type=\"container\" 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52.8z\"><\/path><\/svg>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c87f8e8 stripe-heading-5 elementor-widget__width-initial elementor-widget-mobile__width-initial elementor-widget elementor-widget-heading\" data-id=\"c87f8e8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Mandats sur mesure<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1e5367b e-con-full e-flex e-con e-child\" data-id=\"1e5367b\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-14c5f26 elementor-widget__width-initial text-box elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"14c5f26\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:250}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Chaque client est unique, et les portefeuilles doivent en tenir compte.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bfadc60 elementor-widget__width-initial text-box elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"bfadc60\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:275}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Cette solution n\u2019est pas standardis\u00e9e. Il s\u2019agit d\u2019un processus rigoureux con\u00e7u pour r\u00e9pondre \u00e0 vos besoins particuliers.  Chaque portefeuille g\u00e9r\u00e9 de mani\u00e8re discr\u00e9tionnaire est constitu\u00e9 d\u2019une s\u00e9lection de strat\u00e9gies d\u2019investissement de Pembroke et, le cas \u00e9ch\u00e9ant, de titres individuels.<\/p><p>Cette approche garantit que toutes les d\u00e9cisions d\u2019investissement s\u2019inscrivent dans le cadre de votre plan financier global.<\/p><p>Des strat\u00e9gies d\u2019actions canadiennes, am\u00e9ricaines et internationales, ainsi que des strat\u00e9gies \u00e9quilibr\u00e9es et \u00e0 revenu fixe, sont combin\u00e9es pour assurer une <strong>ad\u00e9quation avec vos objectifs et vos contraintes sp\u00e9cifiques<\/strong>.<\/p><p>La r\u00e9partition des actifs et la s\u00e9lection des titres s\u2019appuient sur une analyse \u00e9conomique et une recherche approfondie \u00e0 l\u2019\u00e9chelle des entreprises. Les portefeuilles font l\u2019objet d\u2019un suivi rigoureux et \u00e9voluent au fil du temps, \u00e0 mesure que vos besoins et les conditions du march\u00e9 changent.  <br><br>Au fur et \u00e0 mesure que votre situation se transforme, nous travaillons avec vous pour r\u00e9examiner vos objectifs, ajuster votre portefeuille si n\u00e9cessaire et veiller \u00e0 ce que votre strat\u00e9gie d\u2019investissement reste en phase avec votre plan financier g\u00e9n\u00e9ral.<\/p><p>Il en r\u00e9sulte un portefeuille soigneusement construit, g\u00e9r\u00e9 de mani\u00e8re active et adapt\u00e9 \u00e0 vos objectifs \u00e0 long terme.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-94e63eb e-flex e-con-boxed e-con e-parent\" data-id=\"94e63eb\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[],&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2f5f22b stripe-heading-5 elementor-widget elementor-widget-heading\" data-id=\"2f5f22b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Con\u00e7u pour vous, optimis\u00e9 par nos experts\n<\/h2>\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-e6f8a0f e-con-full e-flex e-con e-child\" data-id=\"e6f8a0f\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t<div class=\"elementor-element elementor-element-3530f1d e-con-full grey-overlay-20 e-flex e-con e-child\" data-id=\"3530f1d\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-db43505 e-con-full e-flex e-con e-child\" data-id=\"db43505\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-bd52006 elementor-hidden-mobile elementor-widget elementor-widget-spacer\" data-id=\"bd52006\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-00b3309 text-box elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"00b3309\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:250}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Un mandat discr\u00e9tionnaire vous permet de<strong> d\u00e9l\u00e9guer les d\u00e9cisions d\u2019investissement au quotidien <\/strong>tout en conservant un contr\u00f4le gr\u00e2ce \u00e0 des rapports clairs et \u00e0 une communication r\u00e9guli\u00e8re.<\/p><p>Avec Pembroke, vous b\u00e9n\u00e9ficiez de :<\/p><ul><li data-section-id=\"po9gyt\" data-start=\"2669\" data-end=\"2748\">Un portefeuille con\u00e7u en fonction de vos objectifs sp\u00e9cifiques, et non d\u2019un mod\u00e8le standardis\u00e9<\/li><li data-section-id=\"m7rnpm\" data-start=\"2749\" data-end=\"2816\">Un acc\u00e8s direct \u00e0 votre conseiller et \u00e0 l\u2019\u00e9quipe d\u2019investissement<\/li><li data-section-id=\"1wr2ymp\" data-start=\"2817\" data-end=\"2893\">Une firme stable et exp\u00e9riment\u00e9e, forte d\u2019une longue exp\u00e9rience acquise \u00e0 travers de nombreux cycles de march\u00e9<\/li><li data-section-id=\"1q6k6h6\" data-start=\"2894\" data-end=\"2977\">Un processus d\u2019investissement fond\u00e9 sur la qualit\u00e9, l\u2019\u00e9valuation des titres et la croissance \u00e0 long terme<\/li><li data-section-id=\"666b01\" data-start=\"2978\" data-end=\"3051\">Une coh\u00e9rence des int\u00e9r\u00eats, notre \u00e9quipe investissant aux c\u00f4t\u00e9s de nos clients<\/li><\/ul><p>Nous serions ravis de discuter avec vous de la mani\u00e8re dont un portefeuille g\u00e9r\u00e9 sur une base discr\u00e9tionnaire peut \u00eatre adapt\u00e9 \u00e0 vos besoins. <a href=\"https:\/\/pml.ca\/fr\/communiquer-avec-nous\/\">Veuillez communiquer avec notre \u00e9quipe<\/a> pour en discuter.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8a6d449 elementor-hidden-mobile elementor-widget elementor-widget-spacer\" data-id=\"8a6d449\" data-element_type=\"widget\" data-e-type=\"widget\" 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class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"featured_media":11919,"parent":0,"template":"","class_list":["post-19239","wealth-management","type-wealth-management","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/pml.ca\/fr\/wp-json\/wp\/v2\/wealth-management\/19239","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/pml.ca\/fr\/wp-json\/wp\/v2\/wealth-management"}],"about":[{"href":"https:\/\/pml.ca\/fr\/wp-json\/wp\/v2\/types\/wealth-management"}],"version-history":[{"count":11,"href":"https:\/\/pml.ca\/fr\/wp-json\/wp\/v2\/wealth-management\/19239\/revisions"}],"predecessor-version":[{"id":20759,"href":"https:\/\/pml.ca\/fr\/wp-json\/wp\/v2\/wealth-management\/19239\/revisions\/20759"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/pml.ca\/fr\/wp-json\/wp\/v2\/media\/11919"}],"wp:attachment":[{"href":"https:\/\/pml.ca\/fr\/wp-json\/wp\/v2\/media?parent=19239"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}