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Kévin Bureau, MBA, CFA, CFP®
T 418-692-3668 ext. 5112017
Kévin Bureau has been with Desjardins Group since 2008, and is well known for his skill in the areas of taxation and portfiolio management. An investment specialist and an enthusiast of financial markets, his clients appreciate his clear communication style, ability to listen, disciplined approach and commitment to making financial planning easy to understand. Kévin is a proactive, professional and organized advisor and an exceptional team player. Kévin’s mandate on the Guillot-Giroux team is to conduct financial planning, portfolio management and business development. His priority is the performance of his clients’ portfolios.
Kévin has an MBA with a specialization in finance from Université Laval. He has been a member of Institut québécois de planification financière (IQPF) since 2014. In 2015, he became a chartered financial analyst (CFA), one of the most prestigious titles in the financial industry.
Excellence accreditation attests that the investment advisor's services meet the highest standards of quality in order to offer you an unparalleled experience in meeting your financial needs. This distinction is awarded exclusively to Desjardins Securities investment advisors who participate in a continuous development and improvement program.
Since June 2013, the Guillot-Giroux-Nadeau Team has stood out due to its Excellence accreditation, attesting that this group of advisors meets superior quality standards. This accreditation is awarded exclusively to Desjardins Securities investment advisors involved in an advanced training and continuous development program. The program also aims to incorporate best business practices so that you can have an unmatched and distinctive experience.
Our goal is to build a strong and lasting relationship with you. Drawing on a variety of investment strategies to grow your investments, we provide exceptional service in portfolio and wealth management. Your satisfaction is our number one priority. We’ll walk you through every step, guided by your investment goals and risk tolerance. We make it our mission to get to know you and to provide the best solutions for your needs.
Investment PhilosophyWe take a prudent approach to investing. Our goal is to find the right balance between risk and return for your portfolio. We ensure diversification by distributing your assets across different asset classes, economic sectors and geographical areas. This is a key step in the investment process, since asset allocation accounts for 91.5% of variations in portfolio returns. It’s important to rebalance your portfolio regularly to ensure that it remains in line with your investment policy. We select assets using a core-satellite approach, which combines the use of exchange-traded funds, mutual funds and individual securities. Our portfolio management is based on value investing. We seek out high-quality large-cap stocks with reasonable valuations. Plus, since taxes can have a substantial effect on long-term capital growth and returns, we’re careful to select tax-efficient investments.
What sets us apart
The Guillot-Giroux-Nadeau Team will carry out a strategic assessment of your personal or business finances and provide a comprehensive range of services. Backed by a team of experts, our advisors have all your financial management needs covered. Our close ties to an extensive network of professionals allow us to respond quickly. We provide turnkey solutions to help you on your path to financial success so you can achieve your goals.
ValuesEvery member of our team is guided by the values of professionalism, integrity, honesty and respect. These values are reflected in our work, guide our actions and decisions, and help us build positive, long-term relationships with you and our partners in the Desjardins network. The pursuit of excellence is the cornerstone of our work ethic.
Every week, the Guillot-Giroux-Nadeau Team meets to ensure our portfolios management strategies reflect market activity.
In addition to providing personalized discretionary management, our investment advisors offer a full range of investment products, including specialized funds, bonds, guaranteed investment certificates, hand-picked company stocks and notes. Tax implications are a chief concern and our team of professionals will recommend strategies to maximize your investments and minimize your taxes.
The Guillot-Giroux-Nadeau Team will also recommend investments tailored to your personal and financial situations. We may suggest opening a registered account, like an RRSP, LIRA, RRIF, LIF, TFSA or RESP, or recommend our retirement planning services.
Biographies of my colleagues
Stéphane Guillot, LL.B.
Vice-President, Portfolio Manager, Investment Advisor
Languages: French, English
A member of the Barreau du Québec, Mr. Guillot has practised his profession since 1994.
Recognized in the securities field for his determination and leadership, Mr. Guillot also holds the position of Senior Vice-President at Desjardins Securities. With a passion for his field, he continues to take various portfolio management courses to enhance his mastery of the top standards.
Mikaël Giroux, MBA, CIM®
Portfolio Manager, Investment Advisor
Languages: French, English
Mikaël Giroux has a Master of Science in Administration with a concentration in Finance from Université Laval and holds the title of Chartered Investment Manager (CIM). Mikaël started his financial planning career at Desjardins Securities, while continuing his education through the Canadian Securities Institute. He joined the Guillot-Giroux-Nadeau Team in 2008 and became a partner in 2013. Clients appreciate Mikaël’s attention to detail, attentiveness and clear communication style. He’s proactive by nature and an exceptional team player. Mikael’s role within the team consists chiefly of portfolio management, financial planning and business development.
T 418-692-3668 ext. 5112006