Moreau Bergeron Paré Team
Desjardins Securities
About us
Our approach
Our team prioritizes confidentiality while upholding the highest standards of integrity and professionalism. We pride ourselves on being accessible and building long-term relationships with our clients. We take the time to understand your goals, ensuring that your portfolio aligns with your individual profile and needs.
Our investment philosophy
We understand that successful investing requires a rigorous management process to protect, grow and transfer wealth. That’s why we pay close attention to market trends to make smart, informed decisions for your investments.
Community involvement
Giving back to our community is important to us. That’s why we support organizations such as Grand défi Pierre Lavoie External link, Tour de Beauce (site in French only) External link, Maison Catherine de Longpré (site in French only) External link, Moisson Beauce (site in French only) External link and the Montreal Canadiens Children’s Foundation External link.
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
Discretionary portfolio management and tax planning
Entrepreneurs
Foundations and non-profit organizations
Communications
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.
Stephan Moreau
BBA, CIM®, F.Pl.
Portfolio Manager, Wealth Manager
Stéphane Paré
BBA, CIM®, CSC®
Portfolio Manager, Wealth Manager
Philippe Bélanger
BBA, MBA
Investment Advisor
418-228-9198 This link opens your phone app., ext. 5021637
Alexandra Doyon
CSC®, BBA
Wealth Management Associate
418-228-6998 This link opens your phone app., ext. 5021300
Alexandra Fecteau
CSC®
Wealth Management Associate
418-228-6998 This link opens your phone app., ext. 5112069
Caroline Séguin
Wealth Management Assistant
418-228-6998 This link opens your phone app., ext. 5021327
Partners
We work with skilled professionals
André Auclair
Notary
Amandine Bourillon
Notary
Alain Chevalier
Business Transfer Coach
Geneviève D'amours
Notary
Jérôme Dostie-Bourgault
Senior Tax Advisor
Geneviève Forest
Notary
Jeffrey Morrow
Financial Security Advisor
Alain Saint-Jacques
Business Transfer Coach
Stéphane Thibault
Senior Tax Advisor
Branch information
Saint-Georges
10555 Lacroix Boulevard
4th Floor
Saint-Georges QC G5Y 1K2
Directions Lien externe au site.
Phone
418-228-6998 Ce lien ouvre votre application de téléphonie.
1-888-810-6998 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.
