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Alain Bergeron

Investment Advisor

T 819-357-5220 ext. 5031223

Languages: French, English

Biography

Mr. Bergeron studied finance and has been an investment advisor for 25 years. He has worked with the Desjardins Movement for 21 years.

He seeks a client base of well-to-do families with more than $200,000 to invest who feel a need for guidance in investment matters.

Mission

  • Achieving the highest possible return while maintaining a risk level consistent with each client's goals.
  • Earning my clients' confidence so as to be at the centre of their financial decision-making.

Investment Philosophy

  • Simple step
  • Determining weightings with each client
  • Questionnaire
  • Listening carefully
  • Full review to make sure I have accurately assessed each client's needs

What sets us apart

  • I educate my clients too help give them a better understandinf of their investments and to help make informed choices for meeting their goals.
  • I am committed to long-term relationships.

Values

  • I pay close attention to my clients.
  • For my clients, the simpler and more understandable something becomes, the easier it is to earn their confidence.

Service Offer

  • Responding to clients' needs and listening carefully to get a clear idea of what they're looking for.
  • Involving my clients in decision-making when investments are being selected to remain in line with their risk level.

Location

Desjardins Securities at Victoriaville

1100, boul. Jutras Est
Suite 101
Victoriaville (Québec) G6S 0M1

819-357-5220 Toll-free : 1-800-465-5522Fax : 819-357-5274

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