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Languages: French, English
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.
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.
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.
Integrity, transparency, rigour, availability
Service Offer- Creating an action plan
- Retirement goals
- Risk management (option strategies)
- Annual review
- As needed
- One document with combined reports
- Rebalancing portfolios according to market conditions
- Using optimization strategies
- Tax (interest, dividends, capital gains,return of capital)
- Management companies