Claude Champagne, BBA, FCSI®, CIM®, CIM, F. Pl, FMA
Investment Advisor
T 819-333-3148 ext. 5100316
Languages: French, English
Biography
Claude has over 30 years of experience in the financial services industry. He held a number of senior positions with major Canadian banks before becoming an investment advisor in 1994. He is a Chartered Investment Manager (CIM®) and a Fellow of CSI (FCSI®).
In order to develop effective strategies to help you optimize your resources and achieve your goals, Claude works with teams of qualified professionals who specialize in tax, insurance, estate planning, investment diversification and retirement planning.
Claude Champagne
Proud to serve you
You can count on Claude Champagne. Our team's greatest rewards are seeing that you're satisfied and have peace of mind. Helping you meet your financial goals and fulfill your life plans is what drives us to excel. Every day, we strive to meet your needs and exceed your expectations.
Mission
Our mission is to help you manage your wealth every step of the way so you can achieve the things that matter most to you.
Investment Philosophy
Our management strategy is based on trust and security.
Our wealth management approach focuses on the person first, and then the investment. Our distinctive approach is based on attention to detail and an integrated and dynamic process.
We assess each client's unique situation according to their specific needs. Then, we develop personalized solutions and apply them using a rigorous process that will be monitored at every stage of your financial life—from helping you build your wealth, to helping you preserve and transfer it.
Our wealth management approach lets you enjoy life, no matter what comes your way. It lets you plan for the unexpected and create a sense of financial security for you and your family so that you can build your legacy with full confidence.
What sets us apart
We keep you front and centre.
Your priorities are our priorities. They guide our decisions and the types of services we offer.
We offer a full range of customized wealth management and investment services. We collaborate with specialists to ensure they can meet all your other financial needs. Whether it's estate, financial or tax planning, business transfers, insurance, philanthropy, financing or banking services, we've got you covered.
Values
Our values shape our team. We're attuned to your needs and have your best interests at heart, because our goal is to help you achieve yours.
COMMITMENT
We're committed to meeting your needs and providing you with service that exceeds your expectations.
SIMPLICITY
Our approach and solutions are designed to make life easier for you.
TRANSPARENCY
We believe clear, honest communication is vital to cultivating healthy, long-lasting relationships with our clients.
RIGOUR
Serving you is important to us. So whatever your request, you can expect objectivity, rigour and diligence.
Service Offer
Comprehensive wealth management services
Our products and services are designed to meet all of your wealth management needs when they arise: investments, financial planning, specialized services, banking services, insurance and financing. We work with our specialists or yours to make sure every aspect of your financial life is covered.
Accounts and products
The right account for you
- Cash accounts
- Margin accounts
- Short margin accounts
- Options margin accounts
- Registered accounts (RRSP, LIRA, TFSA, RESP, RRIF, LIF)
A wide range of investment products
- Canadian, US and international equities
- Government, municipal or corporate bonds and debentures, and strip coupons
- Guaranteed investment certificates
- Mutual funds, exchange-traded funds (ETFs) and index funds
- Private equity, alternative investments, structured products, etc.
- Equity options, futures contracts and warrants*
*Read the information document on the risks involved with options.
Location
Desjardins Securities at Val-d'Or
450 3e Avenue
Suite 201
Val-d'Or (Québec)
J9P 1S2
819-824-2266 Toll-free : 1-800-819-2266Fax : 819-824-5427
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