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Martin-Guy Bernier, F. Pl

Investment Advisor

T 514-281-7312

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Languages: French, English

Biography

  • More than 20 years of experience working in key positions with increasing levels of responsibility at different financial institutions.
  • Investment advisor with Desjardins Securities for more than 16 years.
  • Financial planner registered with the IQPF.

As the senior advisor, Martin-Guy Bernier is responsible for preparing investor profiles, investment recommendations and retirement planning. He is also in charge of security selection and maintaining up-to-date knowledge in the seven critical areas of financial planning.

Martin-Guy Bernier Team

Mission

Mission

We understand that every customer is unique and important. Our mission is to deliver outstanding personalized service at every stage of our clients’ lives by carefully and attentively guiding them toward their objectives. We help our clients build and maintain their family's wealth by minimizing their portfolio volatility.

Investment Philosophy

Our investment style aims to provide our clients with stable, high income to counter the market's inevitable fluctuations. We offer competitive returns in keeping with economic conditions and the client’s profile, and we deeply believe in actively managing investments.

We know that good long-term returns are achieved by minimizing losses during the inevitable bear markets. We select investment products in keeping with this vision. By maintaining a rigorous, disciplined approach, our clients will see their wealth grow over time.

For us, independence from our investment providers is a priority. We regularly meet with them at our offices to ask questions that really matter to our clients and to make sure that they follow the mandate we have given them. Each month, we review our selected providers to ensure they are still the best available on the market.

What sets us apart

 

One client at a time

While the industry seems to be focused on standardization, we favour a comprehensive, personalized approach for all our clients, as each one is unique and important to us.

Always there for you

We believe that having the opportunity to serve our clients is a privilege. We communicate with them frequently to better understand how their lives and goals are changing. We also want to find out about any concerns they may have. This helps us ensure that our services evolve along with our clients’ lives.

Financial coaching approach

Aside from the role we play in managing assets, we believe it is our responsibility to promote financial literacy and help our clients better understand their investments over time. This knowledge will make them more comfortable and give them greater peace of mind.

Income investment style

Our investment style aims to provide stable and high after-tax investment income to counter market fluctuations. Our goal is to offer competitive returns based on economic conditions and the client’s profile.

Values

We hold our clients in the highest regard. We know that we must integrate efficiency, discipline and rigour into every step of the wealth management process to deliver the best possible solution to meet our clients needs and life goals. Integrity and a strong ethical approach are ingrained in everything we do, from the relationship we have with our clients and our suppliers to our selection of investment products. We also value open lines of communication with our clients, which means that transparency and availability are integral parts of our business model.

Biographies of my colleagues

  • Michèle Accarisi,

    Investment Assistant

    T 514-987-1032

    Languages: French, English

    With Desjardins Securities since 2000 and a graduate from Concordia University, Michèle has a Bachelor of Finance degree and is a Canadian Investment Manager of the Canadian Securities Institute (CSI). Her expertise and knowledge allow her to assist Martin-Guy and Sarah in the follow-up of client files and the execution of orders, in addition to allowing her to answer all your questions of an administrative nature.

  • Sarah Zuckermann, B.A.

    Investment Advisor

    T 514-281-7292

    Languages: French, English

    Linkedin

    • More than 20 years of broad-based experience in the financial industry, both in financial institutions and related companies.
    • Areas of expertise include strategic account planning, business development and client services.

    Sarah Zuckermann is responsible for developing and maintaining contacts with internal and external partners. She is also involved in strategic planning and client relationships, as well as marketing and communication initiatives.

Location

Desjardins Securities at Montréal - Le Windsor

1170, Peel Street
Suite 300
Montréal (Québec) H3B 0A9

514-985-7585 Toll-free : 1-866-985-7585Fax : 514-987-9593

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