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Édith Beaucage, MBA, B.Sc., FCSI®, CIM®

Portfolio Manager

T 514-281-7772

Linkedin Profil

Languages: French, English

Biography

Édith has a double MBA from UQAM and Paris Dauphine University, along with more than 20 years of experience in the financial industry. This math whiz was one of the first women to work on the Montreal Exchange trading floor. She followed that with executive positions in brokerage and institutional finance.

A seasoned advisor who’s comfortable with both the strategic and operational sides of finance, Édith is also a master of work-life balance. She earned her Fellow of the Canadian Securities Institute designation, the top financial services credential in Canada, while raising three children. 

  • My role on the team: drawing up your personalized investment strategy and managing your investment portfolio.
  • My personal interests: family, raising my kids and sustainability.
  • My top three sports: cycling, yoga and outdoor activities.
  • I express my creativity through: food! As an expert vegetarian chef, I love coming up with new recipes for any occasion. My culinary dream would be to make my own maple syrup.

 

 

Beaucage Bruneau Groupe Conseil

Beaucage Bruneau Groupe Conseil

Ever since we founded our team over a decade ago, we’ve worked to bring together professionals with complementary skills who treat their clients like family.

About us

  • We’re experienced advisors familiar with the latest research in the investment industry
  • We’re asset managers who listen to your needs, your concerns and your goals
  • Most importantly, we’re real people who speak your language and share the same values

Mission

We want to:

  • Help you build and expand the wealth that will secure the future for you and your loved ones
  • Support you through the major milestones of your life, such as when you retire or transfer your assets
  • Assist you with managing your finances on a day-to-day basis

Investment Philosophy

We’ll customize your investment portfolio based on:

  • Your personal, family and professional situations
  • Your current financial situation (income, debt and assets)
  • Your life goals
  • Your liquidity needs
  • Your risk tolerance
  • Your core values, particularly with respect to responsible and sustainable development

 

To limit the impact of volatility and protect your assets from market fluctuations, we favour portfolios that are:

  • Balanced by asset class (geographic areas and/or market sectors)
  • Adaptable, which means they’re easily able to keep pace with macroeconomic variations and life events

What sets us apart

  • World-class research tools, including Morningstar Direct, MRB Research and BCA Research
  • Dimensional Certification, funds that apply financial science to investment markets, such as the insights of Eugene Fama, who won the 2013 Nobel Prize for Economics
  • Socially Responsible Investing (SRI), an approach to investing that includes ethical considerations such as the environment, social responsibility, sustainability and governance in its investment criteria
  • A value-added network of wealth management partners who supplement our team’s skills with their own legal, accounting, tax or real estate expertise

Values

Integrity • Innovation • Relationships • Authenticity

Service Offer

A LONG-TERM VISION

Whatever your long-term goals, we’re here to turn them into reality. By planning for them now and including them in your financial strategy, we can help you bring them to life—while making sure you live your life to the fullest.

 

YOUR PERSONALIZED FINANCIAL STRATEGY

We take a comprehensive approach that includes a unified plan to bring together all aspects of your life and wealth: 

  • Asset management
  • Risk management
  • Taxes
  • Multigenerational planning
  • Philanthropy

 

IMMEDIATE BENEFITS

Our clients often tell us that they come to us to protect their vision of the future. And we do. But by contributing to their peace of mind, we also do a great deal for their well-being in the present.

Biographies of my colleagues

  • Christian Bruneau, BBA, F. Pl

    Investment Advisor

    T 514-985-4248

    Languages: French, English

    Linkedin

    Christian holds a bachelor’s degree in business administration and is certified as a financial planner by the Institut Québécois de Planification Financière (IQPF). He has worked in financial services for more than 20 years.

    He served as an investment advisor with Groupe Option Retraite for 10 years, then founded the wealth management team now known as Beaucage Bruneau Groupe Conseil. His diplomatic skills, attentive nature and keen business sense help him quickly understand the issues faced by business leaders and affluent families.

    Christian is as committed to his community as he is to his clients: he is the President of the Sainte-Thérèse Lions Club and an active supporter of the Multiple Sclerosis Society and Moisson Laurentides food bank.

    • My role on the team: working with our partner network to help you with the overall management of your wealth.
    • My biggest dilemma: I’m both a foodie and a minimalist!
    • My hashtags: #design #architecture #sports.
    • When I’m not at the office: I’m with my son, golfing, skiing or playing hockey.
  • Émilie Robillard, BBA, F. Pl

    Associate Advisor

    T 514-985-3577

    Languages: French, English

    Linkedin

    Émilie has a bachelor’s in business administration and is certified as a financial planner by the IQPF. For many years, she served as the head of asset management at Caisse Desjardins d’Argenteuil. In that role, she often worked with our team, so it was a natural fit for her to join us in 2015.

    Her 20-year career in finance and her analytical rigour are valuable assets that help her get an overall view of your situation to develop a comprehensive financial plan for the future.

    Émilie’s curiosity about the world and boundless enthusiasm led her to participate in the Gazelle Rally in the Moroccan desert. “Whether I’m sitting down with my clients or racing with my teammate, I’m here to manage risk and build confidence for the journey ahead.”

    • My role on the team: developing a comprehensive picture of your financial position and helping you plan ahead.
    • When I want to take a breather: I golf, hike, bike, fish and play badminton.
    • My talents outside of finance: gardening, painting, DIY.
    • My community involvement: I chaired the board of directors for the Argenteuil health and social services centre for three years and I’m an active supporter of my town’s holiday fundraiser.

Location

Desjardins Securities at Montréal - Le Windsor

1170, Peel Street
Suite 300
Montréal (Québec) H3B 0A9

514-985-7585 Toll-free : 1-866-985-7585Fax : 514-987-9593

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