Who We Are

about bourse

OUR HISTORY

Known for its innovative solutions, Bourse Securities Limited (BSL) has been at the forefront of the local investment industry since its inception in 1995. The company offers a comprehensive suite of products and services including mutual fund management, stockbroking, fixed income investments and investment advisory.
Bourse was the first securities company to sponsor mutual funds in Trinidad and Tobago. As a pioneer, Bourse was also the first securities company to list a mutual fund, SavInvest India Asia Fund, on the Trinidad and Tobago Stock Exchange in 2005.
The company also offers repurchase agreements primarily for institutional investors and high net worth clients seeking superior fixed return short term investments.

TRADER

UNDERWRITER

DEALER

INVESTMENT ADVISOR

The company also has an excellent track record of providing specialized wealth and portfolio management services for individual and institutional clients.

OUR VISION

VISION STATEMENT

To be the preferred investment service provider to the clients we serve.

MISSION STATEMENT

We provide investment/financial products and services to meet the needs of our clients and deliver superior returns. In doing so, the aspirations of our employees for growth and development are realized, and enhanced value achieved for all our stakeholders.

CORE VALUES

Independence

Freedom from influence and special interests allow us to offer our clients honest and unbiased perspectives.

With no affiliations to any key financial institutions, banks or insurance companies, Bourse is able to make the best decisions for our investors. We scour the markets for the best available opportunities and present them directly to our clients, who subsequently reap the rewards.

Integrity

We believe in doing what is right and standing by it.

As a financial institution, we strive to be honest and disciplined in all that we do. We also expect that our employees maintain the highest ethical standards in their ongoing activities. We understand the importance of keeping our clients’ information strictly confidential and as a result, we have implemented stringent procedures and put a number of measures in place to ensure that no breaches occur.

Innovation

We relentlessly pursue new and better ways to add value to those whom we serve.

At Bourse, we consider innovation our key to success. Throughout the years, Bourse has consistently added new products and services to our financial suite. We are continuously keeping abreast of market movements and searching for the best opportunities in local, regional and international markets, which aids in making superior investment decisions for you.

Investor Education

We strive to help our clients make the best and most informed investment choices.

Our highly skilled Investment Analysts conduct research on a day-to-day basis and collaborate on ideas and advice from globally recognised financial institutions. Bourse shares this information regularly with potential and existing investors using a variety of communication channels.

OUR TEAM

BOARD OF DIRECTORS

MANAGEMENT TEAM

CORPORATE SOCIAL RESPONSIBILITY

CAREERS

At Bourse, we have created a working environment that puts the emphasis on individual responsibility, opportunity for growth and performance. We know that it is our people who set us apart and spur our success year after year. We’re only able to hit our targets because they hit theirs. As supportive as we are, it’s important not to under-estimate the challenge.

Excelling at Bourse means sharing our passion for enriching the lives of our clients, living up to our exemplary standards of integrity, honesty and fair dealing, and taking ownership of your future. Do this and you’ll soon discover that our emphasis on employee growth and our scope will make this a unique career environment for driven professionals.

Kindly forward your CV to hr@boursefinancial.com

Accounting Officer

CREDIT RATINGS

In June 2022, Bourse was upgraded by the Caribbean Information and Credit Rating Services Limited (CariCRIS) to a CariA rating for first time.

Some of the critical factors supporting this improved rating are:

  • Strong financial performance with good earnings and healthy capitalization levels
  • Continued profitability and strong capitalization
  • Comfortable risk-adjusted capitalization level
  • Sound asset-liability management practices contributing to an overall strong liquidity profile
  • Sound risk management practices supporting strategic objectives

This shows Bourse’s ability to meet the recent local & international challenges faced by all of us, and reaffirms why with Bourse, you may Invest With Confidence.

view our credit ratings