Bleau Bertrand Team
Desjardins Securities
About us
Our approach
Our integrated wealth management approach delivers continuous support tailored to your needs throughout your entire life. We’re dedicated to helping you build, manage, and transfer your wealth through personalized solutions. We leave nothing to chance.
Our investment philosophy
We aim to maximize your portfolio’s returns in alignment with your risk profile. By strategically allocating assets between high-growth equities and stable dividend-paying stocks, we construct diversified portfolios designed to withstand market volatilities.
Community involvement
Since 2003, Desjardins Securities has been a frontline partner of the Montreal Canadiens Children’s Foundation External link. We also support the Patro External link community centre, which promotes well-being through sport, recreation, and mutual aid.
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
Non-profit organizations and foundations
Businesses
Discretionary portfolio management and philanthropy
Our team
- Team
- Partners
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.
Olivier Bleau
BBA, F.Pl., CIM®
Wealth Manager
418-650-6350 This link opens your phone app., ext 5025217
BBA, F.Pl., CIM®
Wealth Manager
Olivier has a bachelor’s degree in business administration from Université Laval and is a member of the Quebec Institute of Financial Planning.
He joined the Bleau Bertrand Team in 2018 as an intern and was promoted to the position of investment advisor in May 2019.
Whether you’re buying your first home or planning for your retirement, Olivier can help you reach your goals.
LinkedIn profile External link.
Phone
418-650-6350 This link opens your phone app., ext 5025217
BBA
Wealth Manager
- A decade of experience in investment management
- Bachelor’s degree in business administration, finance concentration, Université Laval
- CSI Canadian Securities Course
- Conduct and Practices Handbook course, Canadian Securities Institute
- Investment Management Techniques course, Canadian Securities Institute
- Serves clients seeking peace of mind and stability in their portfolios
- To ensure the highest level of service, we recommend a minimum of $150,000 per household to open an account
LinkedIn profile External link.
Phone
418-650-6350 This link opens your phone app., ext 5025293
Philippe Bleau
BBA, CIM®
Portfolio Manager and Wealth Manager
418-650-6350 This link opens your phone app., ext 5025286
BBA, CIM®
Portfolio Manager and Wealth Manager
Philippe earned a bachelor’s degree in business administration from Université Laval and has completed courses at the Canadian Securities Institute in investment management techniques, securities, and hedge funds. He brings 20 years of experience in investment management, including 10 years focused on commercial business financing.
LinkedIn profile External link.
Phone
418-650-6350 This link opens your phone app., ext 5025286
Partners
We work with skilled professionals
Alain Chevalier
Business Transfer Coach
Jeffrey Morrow
Financial Security Advisor
Branch information
Sainte-Foy
Place de la Cité – PwC Tower
2640 Laurier Boulevard
Suite 1400
Sainte-Foy QC G1V 5C2
Directions External link.
Phone
418-650-6350 Ce lien ouvre votre application de téléphonie.
1-800-361-6006 Ce lien ouvre votre application de téléphonie.
