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Patrice Georges, BBA

Investment Advisor

T 450-671-8417

Languages: French, English

Biography

Mr. Georges holds a bachelor's degree in finance from the Université du Québec à Montréal (UQAM) and successfully completed his training as an investment advisor. He has a passion for the markets and has built his own portfolios for more than 30 years.

Whether you are a business owner, executive, professional, retiree or non-profit organization, Mr. Georges offers you a personalized approach based on trust.

Mission

His mission is to help you protect your wealth and ensure your peace of mind.

Investment Philosophy

The key aim set by Patrice Georges is to manage portfolio risk effectively, taking the economic cycle fully into account. He has a well established procedure for selecting stocks.

His five selection criteria for companies are:

  1. Capitalization
  2. Leadership in their economic sector
  3. Strong balance sheet
  4. Dividends
  5. Outstanding management team.

What sets us apart

With his experience and expertise, Patrice Georges builds his own model stock portfolios. His strong analytical ability with respect to the economy and various sectors and companies instills confidence in his clients.

Values

  • Discipline/rigour
  • Integrity
  • Trust
  • Commitment
  • Respect

Service Offer

Wherever suitable, Mr. Georges favours fee-based accounts, setting aside the emotion of commissions when it comes to buying or selling. His clients greatly appreciate the win-win approach in this type of account.

Here is his full range of services:

Income investments

  • Treasury Bills
  • Canada Savings Bonds
  • Guaranteed investment certificates (GICs)
  • Government and corporate strip bonds1
  • Preferred shares

Savings plans

  • Registered Retirement Savings Plans (RRSPs)
  • Registered Retirement Income Funds (RRIFs)
  • Registered Educations Savings Plans (RESPs)
  • Tax-Free Savings Accounts (TFSAs)

Growth investments

  • Convertible bonds and preferred shares
  • Canadian and international equities
  • Mutual funds
  • Initial public offerings (IPOs)

Financial management services

  • Fee-based accounts
  • Portfolio analysis, calculation of the rate of return
  • Projections for RRSPs and RRIFs

Investment research

  • Economic reviews, interest rate forecasts
  • Basic research, strategic reports
  • Trend and Cycle charts
  • Research on Canadian, U.S. and foreign companies

Insurance products1

  • Life annuities and term annuities
  • Life insurance
  • Disability insurance
  • Estate planning
  1. Through Desjardins Securities Financial Services or the Caisse network. Return to footnote 1 referrer

Location

Desjardins Securities at Brossard

Quartier DIX30 - Le Square
9120, boul. Leduc, bureau 205
Brossard (Québec) J4Y 0L3

450-671-6788 Toll-free : 1-888-883-4588Fax : 450-671-6280

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