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Alexandre-Benoît Beauregard, BBA, CIM®
Languages: French, English
Fascinated by the world of finance and blessed with excellent interpersonal skills, Alexandre-Benoît Beauregard has completed extensive training in portfolio management and wealth management.
A graduate of HEC Montréal with a bachelor’s degree in business administration and a graduate of the Université du Québec à Montréal (UQAM) as well, he also holds a portfolio manager designation.
Alexandre-Benoît Beauregard has always known what he wanted to do: share his expertise with others and be a valuable financial partner to clients to help them achieve their financial goals.
Always keen to provide a high level of service, he joined Desjardins Securities and then formed the Nguyen Beauregard Group.
Nguyen Beauregard Group
The strength of the Nguyen Beauregard Group lies in reliability, know-how and complementarity of experts working together. We are at the service of an affluent clientele who seek to protect family wealth. Most are professionals and business owners who seek to expand their wealth.
Freedom and peace of mind! This is what the Nguyen Beauregard Group provides.
Our investment philosophy is based on a portfolio management approach focused on protecting your capital and ensuring long-term growth. We help our clients achieve their financial goals by providing retirement analysis and financial planning services while incorporating an analytical framework that combines discipline, prudence, value, quality and sound risk management.
What sets us apart
The Nguyen Beauregard Group serves as the professional director among the broad array of financial experts at your disposal. You decide with them on which strategy to follow. To help apply it, a choice is made from among renowned portfolio managers with well established reputations.
With the Nguyen Beauregard Group, you will find freedom and peace of mind.
The Nguyen Beauregard Group’s investment advisors are familiar with your expectations and your values. They are attentive to you and eager to provide clear and accurate answers to your questions. They are also prepared to invest in human resources, systems and support services to ensure provision of high-quality service to all their clients.
- Annual review.
- Quarterly Web seminar on investment strategies.
- Quarterly bulletin Focus on economic prospects.
- Weekly financial letter on economic and financial prospects.
- For new members over $500,000: an hour of consultation with a tax specialist.
- For new members over $5 million: tax planning with a tax specialist.
Biographies of my colleagues
Jon Nguyen Vu, BBA, CIM®
Languages: French, English, Vietnamese
Mr. Nguyen Vu has 10 years’ experience in the securities field and training from the Canadian Securities Institute. He holds a bachelor’s degree in business administration from HEC Montréal.
He is also registered as a retail options representative.
Steve Stutz, MBA, LL.B.
Languages: French, English
Steve has over 15 years of experience in the financial sector. He is a member of the Barreau du Québec and has an MBA from HEC Montréal. He joined the Nguyen Beauregard Group in January 2015 as an associate advisor.
Thanks to his legal background, he has gained significant expertise in financial planning and tax litigation. Over the years, Steve has helped create many financial plans, which he was responsible for reviewing periodically. He is in charge of the communication plan, and will put his skills to work for all of the Nguyen Beauregard Group’s clients.
Ms. Lanthier has more than 20 years’ experience in the securities field.
She has also acquired training from the Canadian Securities Institute.