Portfolio Manager, Wealth Manager
T 514-876-7861
Languages: French, English
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.
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.
Help ensure the financial well-being of clients and protect their wealth by:
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:
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.
Groupe Saurel offers a comprehensive range of financial products and services:
*Services provided through Desjardins Securities Financial Services.
Associate Wealth Management Advisor
T 514-985-3578
Languages: French, English
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.
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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