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Guillaume Tessier, M. Sc., BBA, F. Pl

Investment Advisor

T 819-693-5954

Languages: French, English

Biography

Holder of a master's degree in finance from Sherbrooke University and the title of financial planner, Mr. Tessier has more than six years of experience in finance. At Desjardins Securities since 2015, he previously worked in life and health insurance and as a financial planner.

Guay-Bergeron-Tessier Team

Our extensive experience combined with our solid educational background (master's degree in finance) make our team a leader in wealth management. Our team primary serves the heads of small and medium enterprises (operating their businesses or retired), along with members of their families, as well as self-employed workers and professionals.

Mission

Guiding our clients in their financial decisions by setting out a plan enabling them to meet the goals they seek.

Investment Philosophy

Building well diversified individual portfolios that seek to maximize yield for the established risk level through active management.

What sets us apart

We provide customized wealth management services that help our clients reduce their tax impact, eliminate the fear of running short of money and retiring in security. We are recognized as a professional team, close to its clients and offering solutions that our clients understand.

Values

Putting our clients' interests first. Simplifying what seems complex. Integrity, transparency and rigour.

Service Offer

Implementation of a customized financial plan, including: active management of investments, lower tax impact, retirement projection, disbursement strategy, estate planning1, support to accountants. We take pleasure in holding regular meetings with our clients to ensure rigorous follow-up.

  1. Through Desjardins Securities Financial Services or the Caisse network. Return to footnote 1 referrer

Biographies of my colleagues

  • Nicole Guay, MBA, F. Pl

    Vice-President, Investment Advisor

    T 819-693-6660

    Languages: French, English

    A founding member of the team, Ms. Guay has over 25 years of financial services experience as an investment advisor and financial planner for both entrepreneurs and professionals. She completed a master's degree in finance at Université Laval and holds a certificate in computer science from UQTR. After being admitted to the President's Circle for the fifth year in a row, she was named Vice President in 2015.

  • Patrick Bergeron, MBA, CIM®

    Investment Advisor

    T 819-693-4441

    Languages: French, English

    Linkedin

    Mr. Bergeron has more than ten years of experience in the financial field. After completing an MBA in finance at Laval University, he worked in life and health insurance, business financing, equity trading and as an investment advisor. He is also a Certified Investment Manager.

     

  • Caroline Hubert,

    Investment Assistant

    T 819-693-7147 ext. 5052009

    Languages: French

    Professional and dynamic, Ms. Hubert has been with Desjardins since 2002. She supports investment advisors in their administrative duties with rigor and thoroughness and is recognized by clients for their empathic reception and efficiency.

Location

Desjardins Securities at Trois-Rivières

1500, Royale Street
Suite 450
Trois-Rivières (Québec) G9A 6E6

819-693-3750 Toll-free : 1-888-316-3750Fax : 819-693-2666

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