Beaucage Bruneau Advisory Group
Desjardins Securities
About us
Our approach
We take the time to thoroughly understand your unique needs and challenges. We analyze key factors affecting your financial goals and create a tailored, proactive management plan that ensures expert coordination and ongoing support, all aligned with your vision for wealth growth and preservation.
Our investment philosophy
Our holistic investment philosophy integrates tax strategies, legal frameworks, and financial insights to optimize the efficiency and longevity of your assets. Working closely with you, we turn your investments into effective tools for achieving your ambitions, supported by our extensive expertise and strategic outlook.
Community involvement
True success is measured by our ability to make a difference in our community and build a better future. That’s why we remain actively engaged throughout the year, giving back to those in need by supporting various causes, including the Montreal Canadiens Children’s Foundation External link., Enfant Soleil External link., the Véro & Louis Foundation External link. and the David Suzuki Foundation External link..
Environment, society and governance
Our commitment extends to our investment practices, as we integrate environmental, social, and governance principles into our approach. We believe that true prosperity involves making responsible decisions that benefit not only our clients but also society as a whole.
Our approach to your financial success
Our range of services at Desjardins Securities
Make the most of Desjardins Securities’ expertise to plan and optimize your wealth or portfolio. We offer personalized solutions, including financial and retirement planning, investment strategies, estate planning, tax optimization, wealth and loan protection, credit and transactional services
Our team’s specialties
Entrepreneurs
High-net-worth families
Investors who have complex financial structures
Communications
Monthly newsletter
We send our clients a newsletter outlining the current state of the markets and potential factors that may impact their wealth.
Our team
Our team, trained to the highest industry standards, will go the extra mile to help you reach your financial goals. For personalized service, contact our wealth management experts.
Edith Beaucage
CIWM®, MBA, BSc, FCSI®, CIM®
Portfolio Manager, Wealth Manager
Christian Bruneau
CIWM®, BBA, F.Pl.
Wealth Manager, Financial Planner
Branch information
Montreal
1170 Peel Street
Suite 300
Montreal QC H3B 0A9
Directions Lien externe au site.
Phone
514-985-7585 Ce lien ouvre votre application de téléphonie.
1-866-985-7585 Ce lien ouvre votre application de téléphonie.
What sets us apart
Excellence accreditation
The Excellence Accreditation shows that our investment advisors meet the highest quality standards.