Bruno Pelletier Team
Desjardins Securities
About us
Our approach
At Bruno Pelletier, we build close, trusting relationships with our clients to provide them with clear, structured portfolio management. We offer tailored support, attentive service and timely answers to your requests.
Our investment philosophy
We strive to balance return and risk by using optimal asset allocation strategies. This cautious and structured approach helps maintain your capital while seeking returns that meet your expectations. We also offer discretionary portfolio management.
Community involvement
Our senior manager, Bruno Pelletier, is a firm believer in community involvement. He sat on the board of Hockey Rivière-du-Loup External link. for 6 years, including 3 years as chair. He’s also been involved with Vieux Loups de Rivière-du-Loup External link. for over 25 years. He was treasurer of the Rivière-du-Loup Golf Club for 10 years.
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
Individuals and business owners
Customized management with integrated tax strategies
Exchange-traded funds
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.
Bruno Pelletier
MBA, BA
Senior Wealth Manager
418-860-4302 Phone number of Bruno Pelletier. This link opens your phone app.
MBA, BA
Senior Wealth Manager
Bruno has been at Desjardins for 34 years and at Desjardins Securities for 28 years. He stands out for his attention to detail and his ability to navigate unsteady markets. His long-standing clients value his responsiveness.
- Bachelor’s degree (BA) in Economics from Concordia University, with honours
- Master of business administration, Université de Sherbrooke
- Top score in Canada in his Options course
LinkedIn profile External link.
Phone
418-860-4302 Phone number of Bruno Pelletier. This link opens your phone app.
Killian Lagarrigue
Wealth Management Associate
418-862-4772 Phone number of Killian Lagarrigue. This link opens your phone app., ext 5031477
Wealth Management Associate
Phone
418-862-4772 Phone number of Killian Lagarrigue. This link opens your phone app., ext 5031477
Partners
We work with skilled professionals
Daniel Larrivière
Financial Security Advisor
Branch information
Rivière-du-Loup
315 Armand-Thériault Boulevard
Suite 100
Rivière-du-Loup QC G5R 0C5
Directions External link.
