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André St-Jean

Investment Advisor

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Languages: French, English

Biography

André St-Jean has more than 35 years of experience in securities, from the trading floor of the Montréal Exchange in 1982 to Desjardins Securities in September 2016.

During these 35 years, André put in place investment strategies based on a long-term investment horizon, which helped his clients weather through the ups and downs of the market.

Mission

Being attentive to your needs.

Protecting and maximizing the value of your assets by using a comprehensive strategy and disciplined approach.

Implementing an effective strategy to make sure your assets are passed down.

Investment Philosophy

In a world with increasingly sophisticated investment strategies and financial products, André’s team uses a comprehensive approach.

Backed by independent resources like fund managers, notaries/lawyers and tax specialists, André’s team ensures their clients get expert advice to reach their financial goals.

Values

Integrity, transparency, rigour, availability    

Service Offer

- Creating an action plan
  • Retirement goals
  • Risk management (option strategies)
-Holding in-person/phone meetings
  • Quarterly
  • Annual review
  • As needed
- Providing performance, projection and liquidity reports
  • Quarterly
  • Annually
  • One document with combined reports

- Rebalancing portfolios according to market conditions

- Using optimization strategies

  • Tax (interest, dividends, capital gains,return of capital)
  • RRSP
  • TFSA
  • Management companies
  • Trusts

Location

Desjardins Securities at Place Ville Marie

1 Place Ville Marie
Suite 1970
Montréal (Québec) H3B 0E8

514-876-1441 Toll-free : 1-866-876-1441Fax : 514-876-1106

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