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Édith Beaucage, MBA, FCSI®, CIM®

Portfolio Manager

T 514-281-7772

Linkedin Profil

Languages: French, English

Biography

Ms. Beaucage holds a specialized bachelor’s degree in economics (B.Sc. Econ.) and is a Chartered Investment Manager (CIM®). She also holds an Executive MBA from the Université du Québec à Montréal and an International MBA from Université Paris-Dauphine. In addition, Ms. Beaucage is a Fellow of the Canadian Securities Institute (FCSI).

She has 20 years’ experience in the financial field and has been a trader in fixed-income securities at the institutional level (Laurentian Trust), a semi-institutional portfolio management assistant (Laurvest), a derivatives arbitrageur (National Bank Financial), plus trading desk manager, director of brokerage trading activities, member of the board of directors and senior strategist (GOR).

Our team works as a private manager among affluent families in Quebec and the Maritimes. We favour a close relationship with our clients and take a strong interest in inter-generational management. We provide customized service.

Our added value is based on a rigorous process involving five major steps, with our team guiding you along the way.

Beaucage | Bruneau | Lapalme

Beaucage|Bruneau|Lapalme blends competence and complementarity to form a distinctive family wealth management service team entirely focused on sound portfolio management and customized guidance.

Our clients come from a privileged and mutually cherished relationship of reciprocity, in line with our desire to maintain long-term relationships. They are Canadian families in business and the people aournd them, foundations or individuals who put relationships ahead of transactions. 

Mission

Enhancing the wealth of families in business.

What sets us apart

We draw inspiration from your lifestyle and aspirations to build a financial plan focused on reaching your objectives. Our rigorous consultation process allows us to understand where you are on a financial, fiscal, family and legal level1. Our vision of multigenerational wealth management is geared towards your goals, well-being and peace of mind. 

 

  1. Provided by Desjardins Securities Financial Services Inc., the caisse network or an external professional. Return to footnote 1 referrer

Service Offer

Portfolio Management
We offer integrated financial management focused on our clients’ needs. We plan and implement a portfolio strategy based on an asset class management approach that varies according to risk.

Guidance
We advise our clients and their families throughout the various events in their lives to help maintain sound financial management in its entirety, while taking the financial, intellectual and human aspects into consideration. We optimize our investment strategies based on their reality in order to reduce their tax burden. We conduct a detailed evaluation of their assets as well as their personal, financial and professional contexts through our complete global approach to financial planning.

Wealth Management
When it comes to developing your business, transferring your estate or company, enhancing your assets or reducing your tax burden, Beaucage | Bruneau | Lapalme places its expertise at your disposal to establish a wealth management strategy that provides peace of mind and remains in tuned with your personal or professional reality.

Biographies of my colleagues

  • Christian Bruneau, BBA, F. Pl

    Investment Advisor

    T 514-985-4248

    Languages: French, English

    Linkedin

    Mr. Bruneau holds a bachelor’s degree in administration from the Université du Québec à Montréal. With his training in financial planning and more than 16 years’ experience in financial services, he provides personalized guidance for his clients at Beaucage | Bruneau | Lapalme. Mr. Bruneau has been involved in the community as a Lions Club secretary since 2011. He has taken part in the Multiple Sclerosis Society’s Vélotour since 2008.

  • Eric Lapalme,

    Investment Advisor

    Languages: French, English

    Linkedin

    A decorated Canadian Forces officer, Mr. Lapalme has been an investment advisor for 11 years. He is an experienced advisor and offers a broad range of financial solutions, mostly to businesspeople. He shows great passion in his profession, always keeping his clients’ satisfaction at the forefront. He has been a Lions Club member since 2010 and sits on the board of directors of the Fondation de l’Hôpital d’Argenteuil.

  • Émilie Robillard, BBA, F. Pl

    Associate Advisor

    T 514-985-3577

    Languages: French, English

    Linkedin

    Ms. Robillard holds a bachelor’s degree in business administration from the HEC Montréal as well as a financial planning diploma from the IQPF. She has been working in the financial services field for 21 years gaining extensive experience as a business development director in the Caisses Desjardins network. She joined the Beaucage | Bruneau | Lapalme team in the fall of 2015. Dedicated to business owners and professionals, this association continues an exceptional partnership with our team that extends over seven years.

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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