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Kévin Bureau, MBA, CFA, F. Pl

Portfolio Manager, Wealth Manager

T 418-692-3668 ext. 5112017

Linkedin Profil

Languages: French

Biography

Kévin Bureau is well known for his skill in the areas of taxation and portfolio management. The clients of this investment specialist who is passionate about financial markets appreciate his disciplined approach, listening skills and commitment to making financial planning easy to understand. He is very proactive, an exceptional team player, and an organized and structured advisor. Mr. Bureau is highly professional and his priority is always your portfolio performance. He has worked with Desjardins since 2008. His mandate within the Guillot Giroux Bureau Group focuses on 3 areas: financial planning, portfolio management and business development.

In 2015, Mr. Bureau became a chartered financial analyst (CFA), one of the most prestigious titles in the financial sector. He has a master's degree in business administration (MBA) with a concentration in finance from Université Laval. He has also been a member of the Institut québécois de planification financière (IQPF) since 2014.

During his downtime, this Côte-de-Beaupré resident can be found running or biking in the Mont-Sainte-Anne region. He also enjoys travelling and camping.

Guillot Giroux Bureau Group accréditation excellence

Excellence Accreditation

Excellence accreditation attests that the wealth manager's practice meets 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 wealth managers who participate in a continuous development and improvement program.

Since June 2013, the Guillot Giroux Bureau Group 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.

Mission

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 Philosophy

We 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 Bureau Group 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.

Values

Every 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.

Service Offer

Every week, the Guillot Giroux Bureau Group 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 Bureau Group 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.

    Portfolio Manager, Senior Wealth Manager

    Languages: French, English

    Linkedin

    A member of the Barreau du Québec, Mr. Guillot has practised his profession since 1994.

    Mr. Guillot is recognized in the securities field for his determination and leadership. 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, Senior Wealth Manager

    T 418-692-3668

    Languages: French, English

    Linkedin

    Mikaël Giroux has a master's degree in business administration (MBA) with a concentration in finance from Université Laval and holds the prestigious title of Chartered Investment Manager (CIM). He launched his financial planning career at Desjardins Securities, while continuing his education with the Canadian Securities Institute (CSI). He joined the Guillot Giroux Bureau Group in 2008 and became a partner in 2013. Clients appreciate Mikaël's attention to detail, attentiveness and consistently clear communication style. This portfolio manager is also an exceptional team player. Proactive by nature, Mikael's role consists mainly of portfolio management, financial planning and business development.

    A father of 3 young children, Mikaël loves spending time with his family, travelling and discovering new places.

  • Alexandre St-Cyr, BBA, CIM®, F. Pl

    Wealth Manager

    T 418-692-3668 ext. 5112005

    Languages:

    Alexandre launched his career at Desjardins in the Caisse network. He puts members and clients first. His clients' well-being is a priority.

    He has built a reputation for expertise in portfolio management, wealth management and tax services. His clients value his outstanding support and thorough approach to implementing financial strategies to ensure optimal results.

    With several years of statistics studies and a bachelor's degree in finance, Alexandre is passionate about financial markets. In order to take his skillset to the next level, he is also pursuing studies in portfolio management and financial planning.

    During his downtime, this Côte-de-Beaupré resident enjoys spending time outdoors with his family on a golf course or snowmobiling.

    His role in the team focuses primarily on portfolio management, financial planning and business development.

  • Julien Côté, M. Sc., BBA

    Wealth Management Associate

    T 418-692-3668 ext. 5112052

    Languages:

    With a bachelor's degree in business administration and a master's degree in finance, Mr. Côté has extensive experience as a financial advisor within the Desjardins caisse network. He joined Guillot Giroux Bureau Group in 2016 to handle the following activities: mutual funds and exchange traded funds securities analysis, portfolio analysis and discretionary management optimization. He also develops and drafts presentations.

    He enjoys exploring new flavours in restaurants and microbreweries across Quebec. You might also bump into this music lover at a regional festival.

  • Nadia Bernard,

    Wealth Management Associate

    T 418-692-3668 ext. 5112022

    Languages:

    Nadia brought close to 22 years of experience in the securities industry to Desjardins Securities when she joined the team in 2013. Over the years, she expanded her skillset and strengthened her knowledge, which our clientele and team benefit from.

    Her dedication, professionalism and peer mentorship skills make her a major asset within the team.

    Nadia is a dynamic and enthusiastic person. She loves travelling and is a competitive regional boules player.

  • Stéphanie Guérette,

    Wealth Management Associate

    T 418-692-4476 ext. 5112055

    Languages:

    Ms. Guérette joined Desjardins Group in 2012 and Desjardins Securities in 2017. She has a DCS in accounting and management. Her primary role involves offering high quality customer service in addition to administrative support. Her efficiency, availability and versatility make her a major asset within the team.

  • Audrey Grant, BBA, F. Pl

    Assistant Wealth Management Advisor

    T 418-692-3668 ext. 5112024

    Languages:

    Ms. Grant joined Desjardins Securities in March 2021 after spending 4 years in the banking sector. In addition to holding a bachelor's degree in financial services and IQPF financial planner certification, she is currently pursuing a master's degree in taxation. Her current role is investment assistant, but her main objective is to progress to a financial planner role within the team. She comes from a family of entrepreneurs and played an active role in the family business, Le Grant Salon, from an early age. On a more personal note, she loves spending quality time with family and exploring new countries.

Location

Desjardins Securities at Québec

70, Dalhousie
5th floor
Québec (Québec) G1K 4B2

418-692-3668 Toll-free : 1-877-780-1166Fax : 418-692-1339

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