Gregory Saurel, B.Sc., CIM^®

Portfolio Manager, Wealth Manager

T 514-876-7861

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

Team web site

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, CIWM, BBA, FCSI^®, CIM^®, RIAC

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^®), Fellow of CSI (FCSI^®)
- Certified International Wealth Manager (CIWM)
- RIAC certification from the Canadian Responsible Investment Association
- More than seven 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.
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.
Vincent Sigouin-Marquis,

Financial Planner

Languages: French

Collaborator | Desjardins Trust Inc.

Vincent Sigouin-Marquis holds a bachelor's degree with a double major in applied economics and finance from HEC Montréal. He has held a number of roles within Desjardins. After completing his master's degree in taxation, he joined an accounting firm and refined his expertise by accepting tax consulting mandates and compliance projects. He's been working in the Financial Planning Services Department since 2022. He helps high-net-worth clients set up a clear plan that reflects their wishes and guides them towards their goals.
Équipe de notaires,

Languages: French, English

Collaborators | 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.
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.