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Gregory Saurel, B.Sc., CIM®

Investment Advisor

T 514-876-7861

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Languages: French, English

Biography

The holder of a bachelor’s degree in economics from the Université de Montréal, Mr. Saurel has more than 25 years’ experience in investment management and insurance. He has been received as a member of the President’s Circle.

Mission

I offer a personalised, caring and responsible approach to wealth management.

Investment Philosophy

Through a well-defined process, I ensure that everything is put in place for your dreams to be realised.

Four Steps Process:
  • Understanding your needs and goals
  • Creating your personalized investment policy statement
  • Building your custom-design portfolio
  • Managing and reviewing your portfolio

What sets us apart

Working in partnership with my clients, I develop a comprehensive financial plan and construct a portfolio that corresponds to their needs and bring them closer to achieving their financial goals.

Location

Desjardins Securities at Place Ville Marie

1 Place Ville Marie
Suite 1970
Montréal (Québec) H3B 0E8

514-876-1441 Toll-free : 1-866-876-1441Fax : 514-876-1106

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