Saurel Group
Desjardins Securities
About us
Our approach
We distinguish ourselves by truly listening to and understanding your needs and goals. Our mission is to empower you to make informed decisions about managing and preserving your wealth, while easing any concerns you may have about your financial future.
Our investment philosophy
We focus on robust companies, led by seasoned managers, that deliver consistent income. Our philosophy is grounded in a disciplined process that fosters both capital growth and preservation, all within a framework of controlled risk.
Community involvement
Since 2003, Desjardins Securities has proudly served as a frontline partner of the Montreal Canadiens Children's Foundation External link.. The foundation promotes physical activity and fosters healthy lifestyle habits among young people in underprivileged areas of Quebec. Supporting this meaningful cause is a privilege we deeply value.
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
Businesses, entrepreneurs, and incorporated professionals
Mass affluent and high-net-worth individuals
Communications
Financial newsletter
We send our clients a daily newsletter, which keeps them informed about market developments.
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.
Gregory Saurel
BSc, CIM®
Portfolio Manager, Wealth Manager, Financial Security Advisor
BSc, CIM®
Portfolio Manager, Wealth Manager, Financial Security Advisor
- Bachelor of economics from Université de Montréal
- Chartered Investment Manager (CIM)
- More than 30 years of experience in investment management and insurance
- Joined Desjardins Securities in 2007
With his extensive experience, Gregory plays a critical role in developing investment strategies and conducting research and analysis of securities to deliver optimal recommendations for clients. He’s passionate about financial markets and investment management and excels at managing complex files.
LinkedIn profile External link.
Phone
Maxime Bédard
CIWM®, BBA, FCSI®, CIM®, RIAC
Associate Wealth Management Advisor and Financial Security Advisor
CIWM®, BBA, FCSI®, CIM®, RIAC
Associate Wealth Management Advisor and Financial Security Advisor
- Bachelor of business administration, HEC Montréal
- Chartered Investment Manager (CIM) and Fellow of CSI (FCSI)
- Certified International Wealth Manager (CIWM)
- Responsible Investment Advisor Certification (RIAC) from the Canadian Responsible Investment Association
- More than 7 years of experience in finance
- Joined Desjardins Securities in 2019
Maxime is always accessible to our clients, demonstrating a thorough, proactive, and efficient approach. He helps develop financial plans and investment strategies, driven by his passion for financial markets. By staying informed on the latest trends, he provides clients with tailored solutions that meet their needs.
LinkedIn profile External link.
Phone
Partners
We work with skilled professionals
André Auclair
Notary
Amandine Bourillon
Notary
Geneviève D'Amours
Notary
Jérôme Dostie-Bourgault
Senior Tax Advisor
Geneviève Forest
Notary
Sonia Jolette
Financial Security Advisor
Guillaume Lalonde
Senior Advisor and Business Transfer Coach
Vincent Sigouin-Marquis
Financial Planner
Stéphane Thibault
Senior Tax Advisor
Branch information
Montreal
1170 Peel Street
Suite 300
Montreal QC H3B 0A9
Directions External link.
Phone
514-985-7585 Ce lien ouvre votre application de téléphonie.
1-866-985-7585 Ce lien ouvre votre application de téléphonie.
