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Gino Bergeron, LL.L, F. Pl

Wealth Manager

T 418-227-6075

Languages: French, English

Biography

  • Bachelor’s degree in law
  • Financial planning professor and lecturer
  • Financial planning diploma from the Institut québécois de planification financière (1999)
  • With Desjardins since 1996
  • Joined Desjardins Securities in 2012

Mr. Bergeron is an investment manager who also offers financial planning services.

 

Moreau Bergeron Paré Team accréditation excellence

Excellence Accreditation

Excellence accreditation attests that the wealth manager's practice meets the highest standards of quality in order to offer you an unparalleled experience in meeting your financial needs. This distinction is awarded exclusively to Desjardins Securities wealth managers who participate in a continuous development and improvement program.

EXPERTS DRIVEN BY EXCELLENCE

You deserve the peace of mind that comes with getting sound advice. Our team do more than just provide investment advice. We combine portfolio management with financial and tax planning strategies to help you grow your assets.

Mission

We want to be a trusted portfolio management partner our clients can count on to listen to their needs. Thanks to an integrated wealth management approach, we help our clients set up a well-defined structure and plan so they can achieve their financial goals.

We offer exceptional plan monitoring and advisory services for you and your family. We also develop personalized strategies to grow and protect your assets, so you can enjoy peace of mind.

Investment Philosophy

We’re convinced that to be a successful investor, you need to have a rigorous management process in place so there’s no need to improvise or let your emotions guide you when making decisions. That’s why we make a point of getting to know each of our clients really well, so we can make sure their portfolio allocation matches their investor profile.

We firmly believe that the best way to achieve higher returns over the long run is to avoid significant losses. We invest in large caps with a stable and predictable direction, a clear strategy and a solid track record when it comes to performance.

What sets us apart

Thanks to our solid financial planning and investment management expertise, we’re able to assess your personal situation and provide you with advice that’s in line with your goals.

We’re also known for being there for our clients and building lasting relationships with them.

We’re here to help you with your financial decisions. You can count on us to help you succeed!

Values

Moreau Bergeron Paré Group ensures the highest standards of confidentiality, integrity and professionalism.

Service Offer

We’ve adopted a multidisciplinary approach that allows us to work with various specialists from our professional network. We’re also willing to work with the experts you’ve chosen and trust.

You can count on our extensive financial planning expertise to help you manage your assets and apply multidisciplinary strategies:

  • Retirement financial planning

Our experts can help with some or all of your financial planning needs.

  • Protection

In partnership with Desjardins Insurance, we’re able to assess your life, disability, critical illness and income protection insurance needs (e.g., partnership insurance for entrepreneurs).

  • Corporate and personal taxation

Along with our specialists, we can help keep your tax impacts to a minimum.

  • Estate planning

We work with professionals to analyze your will and power of attorney needs.

  • Business transfers

With help from our specialists, we can provide you with business transfer advice and support. Our analysis covers: your company’s balance sheet, a vision for the future, the optimization of the value of your business, transfer scenarios, the financing of your project, business continuity and retirement.

  • Assessment of your financial needs

In partnership with the Desjardins caisses, we offer financing for individuals and businesses, as well as various savings products, banking transactions and credit cards.

Biographies of my colleagues

  • Stephan Moreau, BBA, CIM®, F. Pl

    Portfolio Manager, Wealth Manager

    T 418-228-6499

    Languages: French, English

    Linkedin

    • Bachelor’s degree in business administration with a finance option
    • Chartered Investment Manager since 2013
    • Financial planning diploma from the Institut québécois de planification financière (1999)
    • With Desjardins since 1994
    • Joined Desjardins Securities in 2002

    Mr. Moreau is a Wealth Manager with extensive knowledge of financial products and a comprehensive view of the markets.

  • Stéphane Paré, BBA, CIM®

    Portfolio Manager, Wealth Manager

    T 418-228-0579

    Languages: French, English

    Linkedin

    • Bachelor’s degree in business administration from Université du Québec à Trois-Rivières
    • Completed the Canadian Securities Institute securities and options courses 
    • Wealth Manager since 1997
    • Joined Desjardins Securities in 2008

    Mr. Paré is an investment manager who also offers financial planning services.

     

  • Roberto Ménard, BBA, F. Pl

    Financial Planner

    T 418-335-2300

    Languages: French, English

    Linkedin

    • Bachelor's degree in business administration, specialization in finance, from Université Laval
    • Financial planner
    • Financial security advisor
    • More than 25 years' experience in finance
    • Integrated financial planning specialist
    • Vast knowledge of the challenges faced by professionals, business leaders and high net worth clients
    • Regularly collaborates with professionals who work with clients, such as accountants, tax experts and notaries
  • Philippe Bélanger, BBA

    Investment Advisor

    T 418-228-9198 ext. 5021637

    Languages: French, English

    Linkedin

    • Bachelor's degree in business administration with a specialization in finance from Université Laval
    • Master's degree in business administration (MBA) with a specialization in finance in progress
    • Chartered Financial Analyst certification (CFA) in progress

    Philippe is passionate about business and finance. He brings a new perspective to the team and is always on the lookout for the best investment opportunities for our clients. He plans to become a portfolio manager in the next few years.

  • Annie Letrésor,

    Wealth Management Assistant

    T 418-228-6998

    Languages: French

    • Joined Desjardins in 2000
    • Assistant experience in a number of different fields

    Ms. Letrésor delivers exceptional customer service with integrity, dedication and enthusiasm.

  • Alexandra Doyon, BBA

    Wealth Management Associate

    T 418-228-6998 ext. 5021300

    Languages: French

    Linkedin

    • Bachelor's degree in accounting from the Université du Québec à Rimouski (UQAR)
    • Certificate in financial planning from the Université du Québec à Montréal (UQAM)
    • Canadian Securities Course from the Canadian Securities Institute

    Alexandra has a lot of knowledge and is a valuable asset for our clients and wealth managers. She's friendly and outgoing, and she works diligently to provide service that meets expectations.

     

  • Alexandra Fecteau,

    Wealth Management Assistant

    T 418-228-6998 ext. 5112069

    Languages: French

    Linkedin

    • Bachelor's degree in social work from Université Laval
    • Certificate in entrepreneurship from the Université du Québec à Rimouski (UQAR)
    • Canadian Securities Course from the Canadian Securities Institute

    Alexandra joined Desjardins in 2020. Known for her calm and diligent approach, she continues to learn more about the financial sector and ensure that we provide outstanding service to our clients.

  • Alain Chevalier, MBA, F. Pl

    Business Transfer Coach

    Languages: French, English

    Collaborator | Desjardins Securities Inc.

    Alain Chevalier has over 45 years of experience in the banking industry. He has held different positions within companies involved in financial planning and advisory services.

    By drawing on a coaching approach, he has been able to give a human dimension to his financial planning knowledge, and he has supported more than 1,000 business owners reflect on and carry out their plans to transfer or sell their business. Positioning himself as a coach, he works to ensure that all parties involved can collaborate to achieve a common goal.

  • Équipe de notaires,

    Languages: French, English

    Collaborators | Desjardins Wealth Management

    ANNE-MARIE FOURNIER

    Anne-Marie Fournier is a financial planner and notary. She currently serves as a senior estate planning advisor at Desjardins Wealth Management.

     

    GENEVIÈVE FOREST

    Geneviève Forest is a notary and serves as a senior estate planning advisor at Desjardins Wealth Management.

     

    GENEVIÈVE D’AMOURS

    Geneviève D'Amours, who has been a notary since 2009, serves as a senior estate planning advisor at Desjardins Wealth Management.

     

    AMANDINE BOURILLON, D.S.N.

    Amandine Bourillon has completed studies in notarial law in both France and Quebec and is a senior estate planning advisor at Desjardins Wealth Management.

     

    ANDRÉ AUCLAIR

    André Auclair is a notary and serves as a senior estate planning advisor at Desjardins Wealth Management.

     

    CATHERINE BEAUCHAMP

    Catherine Beauchamp is a notary and is currently a team leader and senior estate planning advisor at Desjardins Wealth Management.

  • Jeffrey Morrow,

    Financial Security Advisor

    Languages: French

    Collaborators | Desjardins Securities Financial services inc.

    Jeffrey has a bachelor's degree in accounting and an MBA in financial planning. He's been a financial security advisor with a major Canadian insurer for more than seven years. His clients appreciate being clear in their explanations and following up. Jeffrey is very thorough when it comes to optimizing a strategy. He's well versed in tax matters.

  • Équipe de conseillers principaux en fiscalité,

    Languages: French, English

    Collaborators | Wealth Management

    Jérôme Dostie-Bourgault

    A lawyer by trade for over 10 years, Jérôme specialized in international taxation with a global professional services firm. He quickly turned his attention to individuals facing challenges abroad—particularly in the United States—whether in business or not.

    Mathieu Pelletier

    Mathieu has a master's degree in taxation and has been working as a tax specialist since 2016 after many years as a financial planner at Desjardins. As a tax specialist, Mathieu has helped business owners with every aspect of their business journey, from the earliest stages to the end of their career, including the sale or transfer of their business.

    Stéphane Thibault

    Stéphane is a chartered professional accountant with a master's degree in tax law. Over the last 15 years, he's gained solid expertise in Canadian and Quebec taxation. He developed in-depth knowledge of tax rules for individuals and businesses, as well as investment, savings and retirement vehicles.

Location

Desjardins Securities at Saint-Georges de Beauce

10555, boul. Lacroix
4th floor
Saint-Georges de Beauce (Québec) G5Y 1K2

418-228-6998 Toll-free : 1-888-810-6998Fax : 418-228-6899

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