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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 services1.

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 Planner2

Sophia Bouchard

BBA
Assistant Wealth Management Advisor

Édouard Sylvestre

Assistant Wealth Management Advisor

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.

Desjardins Securities is a trade name used by Desjardins Securities Inc. Desjardins ®, Desjardins Wealth Management Securities and related trademarks are trademarks of the Fédération des caisses Desjardins du Québec used under licence. Desjardins Securities Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF). To find out if a person is currently employed by a company regulated by the CIRO, refer to the Advisor Report External link.. Certified International Wealth Manager (CIWM®) is a registered trademark of AZEK AG.Fellow of CSI (FCSI®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc.Chartered Investment Manager (CIM®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc. Investment solutions and discretionary portfolios management service is offered by Desjardins Securities Inc. Your Signature Service turnkey offer also uses other specialists from Desjardins Group. The financing and transaction solutions are provided by Fédération des caisses Desjardins du Québec. Some of the financial planning, tax, trust and estate services can be offered by Desjardins Trust Inc. Desjardins Financial Security Life Assurance Compagny provides life and health insurance, while Desjardins General Insurance Inc. provides property and casualty insurance.Financial planner at Desjardins Financial Services Firm Inc.