Katy McBrearty, BBA, FCSI^®, CIM^®

Wealth Manager

T 450-682-3046

Languages: French

Biography

Katy has 20 years of experience in the financial industry. She's been a wealth manager at Desjardins Securities since 2006 and holds a Bachelor of Business Administration (Market Finance) from HEC Montréal.

Katy is a Chartered Investment Manager (CIM®) and a Fellow of CSI (FCSI®), 2 of the most respected financial services designations in the industry.

In her practice, Katy's priority is to meet the needs of her clients. Helping you meet your financial goals and fulfill your life plans is what drives her to excel, offering personalized support to exceed your expectations.

Katy McBrearty Team

Proud to serve you

We're honoured to be by your side throughout your life and offer you the products and services to help you achieve your goals. You can count on us.

Mission

Our mission is simple. We want to give you peace of mind by:

Helping you manage your wealth every step of the way
Setting up a comprehensive financial plan
Offering personalized solutions

Investment Philosophy

Our investment philosophy is based on 2 principles: protecting and maximizing your wealth.

What sets us apart

Our advisory approach, support and dedication are the hallmarks of our team.

Our clients recognize us for:

Our commitment to helping them reach their financial and other life goals
Our intergenerational wealth creation strategies
Our integrity
Our professionalism
Our transparency when it comes to compensation

Values

Honesty, expertise and integrity are the values that shape our team. We're attuned to your needs and have your best interests at heart, because our goal is to help you achieve yours.

Service Offer

Financial and retirement planning
Estate planning
Insurance
Philanthropy

Biographies of my colleagues

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.
Hany Malek, BBA, F. Pl

Financial Planner

Languages: French, English

Collaborator | Desjardins Trust Inc.

Hany Malek has a master's degree in management from the Institut Supérieur Européen de Gestion in Strasbourg (2003) and has graduated from the Institut québecois de planification financière (IQPF). He's been working in the financial industry for 20 years, including nearly 18 years as a financial planner in wealth management. He uses a rigorous and high-quality approach to help clients reach their financial goals.
Équipe de notaires,

Languages: French, English

Collaborators | 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.