Jacques Neault, BBA

Investment Advisor

T 514-281-7026

Languages: French, English

Biography

Mr. Neault began his career in the wealth management industry as an investment advisor in 1986 after completing a bachelor's degree in business administration, with a finance major, at the Université de Sherbrooke. He has worked at Desjardins Securities since 1994.

Mr. Neault has developed great expertise in investment markets, whether in stocks or bonds. He seeks wealthy individuals, trusts and companies as clients.

Mission

Helping our clients maximize the return on their investments while minimizing their risk.

Being available to our clients.

Investment Philosophy

To stay on top of market trends, we undergo continuous training.

Mr. Neault has developed skills enabling him to adjust to changes in economic conditions.

What sets us apart

For some clients, the ideal model incorporates stocks, bonds, indices and investment funds. For others, it consists mostly of funds.

Mr. Neault has developed a sixth sense for finding the top managers in each category. He also monitors portfolios very closely and recommends appropriate rebalancing in keeping with changes in economic conditions or in a client's stage in life.

Values

Our primary value is integrity, with honesty close behind, followed by discipline.

Service Offer

We offer a full array of products for sound management of our clients' wealth: current accounts, RESPs, LIRAs, TFSAs and RRSPs. We establish each investor's financial goals and risk profile to help them prepare for retirement

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Sonia Jolette,

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Équipe de conseillers principaux en fiscalité,

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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.