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Gregory Saurel, B.Sc., CIM®

Wealth Manager

T 514-876-7861

Linkedin Profil

Languages: French, English

Biography

  • Bachelor's degree in economics from Université de Montréal
  • Chartered Investment Manager (CIM®)
  • Over 30 years of experience in investment management and insurance
  • Joined Desjardins Securities in 2007

Drawing on his experience, Gregory plays a critical role in developing investment strategies, researching and analyzing securities to come up with the best recommendations for our clients. He’s a financial market and investment management enthusiast who is excellent at handling complex files.

Saurel Group

In a world that’s constantly evolving, using the best tools is the key. That’s exactly what Groupe Saurel has to offer. We offer clients a turnkey service for their wealth management needs, putting our thoroughness, integrity and solid experience in the securities industry to work for them. We help them set goals and make decisions about their future.

Mission

Help ensure the financial well-being of clients and protect their wealth by:

  • Respecting their investor profile and financial goals
  • Using our expertise to meet their needs
  • Being transparent and acting in their best interest

Investment Philosophy

Our in-depth investment process stimulates long-term capital growth. We make sure any risks that may impact your initial investments are controlled. To do this, we focus on:

  • Long-term capital growth
  • Protection against market downturns
  • Customizing your portfolio based on your investment goals
  • Diversifying your portfolio

What sets us apart

Our ability to listen and understand your needs and goals truly sets us apart from the competition. Our expertise enables you to make informed decisions about managing and protecting your assets and sets your mind at ease about your financial future.

Values

  • Diligence
  • Integrity
  • Discipline
  • Availability

Service Offer

Groupe Saurel offers a comprehensive range of financial products and services:

  • Wealth management
  • Complete financial planning and tax services
  • Estate planning
  • Support with selling a business or transferring your estate
  • Follow-ups with your accountants and tax specialists
  • Life insurance and annuities*

*Services provided through Desjardins Securities Financial Services.

Biographies of my colleagues

  • Maxime Bédard, BBA, CIM®

    Associate Wealth Management Advisor

    T 514-985-3578

    Languages: French, English

    Linkedin

    • Bachelor’s degree in business administration from HEC Montréal
    • Chartered Investment Manager (CIM®)
    • Five years of experience in finance
    • Joined Desjardins Securities in 2019

    Maxime is always there for our clients and is thorough, proactive and efficient. He helps develop financial plans and investment strategies. He’s a financial market enthusiast who stays up-to-date in order to offer clients solutions that meet their needs.

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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