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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.

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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