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Jon Nguyen Vu, BBA, CIM®

Senior Wealth Manager

T 514-426-2327

Languages: French, English, Vietnamese

Biography

Jon Nguyen is a senior wealth manager with more than 17 years of experience in the securities industry, including retail options trading, following training with the Canadian Securities Institute (CSI).

He earned a bachelor's degree in business administration with a specialization in market finance from HEC Montréal in 2004, and holds the prestigious Chartered Investment Manager (CIM®) designation from CSI.

Always ready and willing to help, this co-founder of Nguyen Beauregard Group will be able to meet your financial needs.

Nguyen Beauregard Group

The Nguyen Beauregard Group prides itself on its reliability, know-how and the complementary skills of its team of experts.

We serve high-net-worth clients who want to protect their family's wealth. We help entrepreneurs manage their businesses. We also simplify the transfer of those businesses and offer investment solutions to maximize the resulting capital.

We take a comprehensive approach and listen actively to our clients. We craft customized financial plans that meet our clients' personal and financial goals.

Mission

We have one goal: To give you freedom and peace of mind!

Investment Philosophy

Our investment philosophy is reflected in our portfolio management style, which is focussed on capital protection and long-term growth. We offer our clients a full range of financial and retirement planning services to help them reach their financial goals. Our analytical approach incorporates thoroughness, prudence, value, quality and risk management.

What sets us apart

The wealth managers at Nguyen Beauregard Group are like orchestra conductors. They'll give you the support you need and get your input to determine the right strategy to follow. Our renowned portfolio managers will then select the best options for you based on your preferred strategy.

Values

Attentiveness, transparency and commitment

These values have made our team into what it is today. We're here to listen and help you achieve your financial and life goals.

We'll answer any questions you may have in a quick, accurate and transparent way.

Serving you is important to us. We'll gladly invest in the human resources, systems and support services necessary to ensure that you receive outstanding service.

Service Offer

  • Discretionary management
  • Personalized communication plan
        • Conference calls
        • Virtual or in-person meetings
        • Ongoing financial planning
        • Ongoing retirement forecasts
  • Weekly financial letters on the economic and financial outlook
  • Comprehensive service offer:
        • Financial and retirement planning
        • Tailored investments
        • Estate planning
        • Tax advisory services
        • Estate protection
        • Financing and banking solutions

Biographies of my colleagues

  • Alexandre-Benoît Beauregard, BBA, CIM®

    Wealth Manager

    T 514-426-1692

    Languages: French, English

    Linkedin

    Passionate about the world of finance and boasting excellent interpersonal skills, Alexandre-Benoît has extensive training in portfolio and wealth management. He is a seasoned advisor with more than 14 years of experience in the wealth management industry, enabling him to balance your financial needs and concerns.

    Having completed leading-edge training with a bachelor's degree in business administration from HEC Montréal and Université du Québec à Montréal (UQAM), he also holds the prestigious Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute (CSI).

    Alexandre-Benoît has always known what he wanted to do: share his expertise with others and serve as a partner to clients in achieving their financial goals.

    This co-founder of Nguyen Beauregard Group is always available to provide you with financial guidance and help you prepare for retirement.

  • Steve Stutz, MBA, LL.B.

    Associate Wealth Management Advisor

    T 514-426-5690

    Languages: French, English

    Linkedin

    Steve has over 20 years of experience in financial services. He is a member of the Barreau du Québec and has an MBA from HEC Montréal. He joined Nguyen Beauregard Group in January 2015 as an associate advisor.

    Thanks to his legal background, he has extensive expertise in financial planning and tax litigation. Over the years, Steve has helped create a number of financial plans, which he is responsible for reviewing periodically. He is in charge of the communications plan and puts his skills to work for all Nguyen Beauregard Group clients.

     

  • Daniel Ferry, BBA, F. Pl

    Associate Wealth Management Advisor

    T 514-281-2510

    Languages: French, English

    Daniel Ferry is passionate about business development and has a strong aptitude for quickly building relationships of trust. Over time, he has developed an impressive network of contacts.

    Having worked in the financial services industry for more than 20 years, including 16 years with Desjardins Group, he has gained extensive expertise by working primarily with entrepreneurs, making him a specialist in business transfers.

    Daniel has a bachelor's degree in business administration and a certificate in financial planning. He also holds the Financial Planner designation and is therefore registered with the Institut québécois de planification financière. In addition, he has taken refresher training on a regular basis to stay up to date on the latest industry trends and is fascinated by all aspects of the economy and the stock market.

    In September 2021, Daniel joined Nguyen Beauregard Group as an associate advisor in order to fully pursue his passion and provide high-quality service.

  • Aliona Corcimari, B.A.

    Wealth Management Assistant

    T 514-426-1301

    Languages: French

    Aliona has a bachelor's degree in law and economics and has worked for Desjardins Group since 2018. She supports wealth managers in their administrative tasks related to customer service and operations management.

    Her strong ability to manage priorities allows her to respond quickly to requests and handle any type of situation. Friendly and methodical, she will make sure that your client experience is always positive and enjoyable. Aliona is a key member of Nguyen Beauregard Group.

  • Caroline Antar, BBA

    Wealth Management Assistant

    T 514-426-2430

    Languages: French, English

    Caroline has a bachelor's degree in business administration from Université du Québec à Montréal. She has experience in event coordination, marketing and customer service. She has also served as a personal finance advisor for Desjardins caisses.

    With more than 10 years of experience in the securities industry, Caroline provides outstanding administrative support, as well as exceptional follow-up and customer service.

    She is positive, enthusiastic, energetic and able to quickly identify client needs thanks to her professionalism, versatility and analytical skills. Caroline's attentiveness to clients inspires trust and enables her to respond appropriately to their requests. Her academic and professional background make her an invaluable resource person for the team.

  • Alain Saint-Jacques, M. Sc.

    Business Transfer Coach

    Languages: French, English

    Collaborator | Desjardins Securities Inc.

    Alain has more than 15 years of experience supporting entrepreneurs. He has helped establish dozens of cooperatives in different regions across Quebec and used his expertise to serve more than 500 entrepreneurs in the process of transferring their business.

    He works with all types of transfers—family, internal, external and collective—relating to businesses of all sizes and in a wide range of business sectors.

    He's known for his analytical skills and his ability to synthesize, and he is passionate about business development and the work of entrepreneurs. A relationship of trust is at the heart of all of his projects.

  • Catherine Bouchard, BBA, F. Pl

    Financial Planner

    Languages: French

    Collaborator | Desjardins Trust Inc.

    Catherine has a bachelor of business administration in finance from Université de Sherbrooke, a certificate in financial planning from Université du Québec à Montréal and a diploma from the Institute of Financial Planning. A dedicated, enthusiastic professional and active listener, she excels at complex financial planning for entrepreneurs. Her mission is to offer made-to-measure solutions that make members' and clients' lives easier and help them achieve their financial goals.

  • Équipe de notaires,

    Languages: French, English

    Collaborators | Desjardins Wealth Management

    ANNE-MARIE FOURNIER

    Anne-Marie Fournier is a financial planner and notary. She currently serves as a senior estate planning advisor at 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.

  • Sonia Jolette,

    Financial Security Advisor

    Languages: French, English

    Collaborators | Desjardins Securities Financial services inc.

    Sonia has over 27 years of experience in the financial industry, including several years as a partner in her own financial services firm, creating and developing a high-quality brokerage services. Sonia has been with Desjardins since 2013 and continues her mission of implementing financial strategies aimed at protecting and maximizing the wealth of her clients. Serving clients stand out from her listening skills, expertise and disciplined approach, providing tailored solutions that address their needs and concerns. Sonia leverages her skills, professionalism, professionalism and authenticity to put client first in her recommendations. 

  • 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.

Location

Desjardins Securities at Pointe-Claire

1 Holiday Avenue
Tour Ouest, Suite 500
Pointe-Claire (Québec) H9R 5N3

514-426-2260 Toll-free : 1-866-426-2260Fax : 514-426-4094

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