Portfolio Manager, Senior Wealth Manager
T 514-876-4429
Languages: French, English
Combines his expertise as a financial analyst and extensive knowledge of the stock markets to skillfully set up and monitor complex files.
In a constantly changing environment (globalization of the economy, the advent of new investment products, the ever-growing complexity of tax rules), it is fundamental to be able to count on informed advice from experienced experts. Dealing with us gives you access to an award-winning team recognized in the securities field for the outstanding quality of its service.
The Champoux-Brunelle Team, together since 1997 and with Desjardins Securities since 2003, has developed a diversified clientele to whom it provides a full range of personalized financial services.
Within the framework of a comprehensive financial planning approach, our mission consists of guiding and accompanying you through the steps leading to fulfilment of your financial goals.
We aim to be key partners in your success.
Our investment approach is based on conservative principles. We aim to increase our clients’ wealth while minimizing risk and volatility. To achieve this, we rely on diversified portfolios consisting of high-quality companies that pay stable dividends over an extended period.
Our personalized approach relies on understanding your needs and your situation. This is why we put ourselves clearly at your disposal so that we can know about your dreams, your plans and your requirements.
Experience, skill, integrity, availability and transparency.
The Champoux-Brunelle Team offers you a full range of financial products and services.
Portfolio Manager, Senior Wealth Manager
T 514-876-4308
Languages: French, English
As an expert in financial markets, Alexandre primarily focuses on asset allocation and portfolio management. He is also in charge of the team's communications.
Associate Wealth Management Advisor
T 514-876-7961
Languages: French, English
He's a skilled and knowledgeable financial advisor with CSI training and experience. His dedication and enthusiasm make him a great asset to the team.
Wealth Management Associate
T 514-876-1441
Languages: French, English
Patricia handles the team's administrative tasks and provides customer service.
1 Place Ville Marie
Suite 1970
Montréal (Québec)
H3B 0E8
514-876-1441 Toll-free : 1-866-876-1441Fax : 514-876-1106
Route List of wealth managers