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Gregory Saurel, B.Sc., CIM®

Investment Advisor

T 514-876-7861

Linkedin Profil

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.

Biographies of my colleagues

  • Maxime Bédard, BBA

    Investment Assistant

    T 514-281-9424 ext. 5022063

    Languages: French, English

    Linkedin

    • Bachelor’s degree in business administration from HEC
    • Completed the Canadian Securities Course, Conduct and Practices Handbook Course and Derivatives Fundamentals and Options Licensing Course from the Canadian Securities Institute
    • Currently working towards becoming a Chartered Investment Manager (CIM®)

    With his training and experience in discount brokerage, Maxime is able to see the big picture of his clients’ situations.

    Maxime channels a passion for financial analysis, and is committed to fine-tuning his skills by regularly monitoring and reading various trade media.

    With his excellent customer service skills, Maxime follows up personally with each client, and oversees the team’s logistical and administrative aspects.

     

     

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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