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Patrick Bergeron, MBA

Investment Advisor

T 819-693-4441

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Languages: French, English

Biography

Mr. Bergeron has more than 10 years' experience in the financial field, including seven with a clientele of entrepreneurs and professionals. Since taking an MBA in finance at Université Laval, he has worked in personal insurance, corporate financing, equity trading and as a full-service financial advisor.

Guay-Bergeron Team

Our extensive experience combined with our solid educational background (master's degree in finance) make our team a leader in wealth management. Our team primary serves the heads of small and medium enterprises (operating their businesses or retired), along with members of their families, as well as self-employed workers and professionals.

Mission

Guiding our clients in their financial decisions by setting out a plan enabling them to meet the goals they seek.

Investment Philosophy

Building well diversified individual portfolios that seek to maximize yield for the established risk level through active management.

What sets us apart

We provide customized wealth management services that help our clients reduce their tax impact, eliminate the fear of running short of money and retiring in security. We are recognized as a professional team, close to its clients and offering solutions that our clients understand.

Values

Putting our clients' interests first. Simplifying what seems complex. Integrity, transparency and rigour.

Service Offer

Implementation of a customized financial plan, including: active management of investments, lower tax impact, retirement projection, disbursement strategy, estate planning1, support to accountants. We take pleasure in holding regular meetings with our clients to ensure rigorous follow-up.

  1. Through Desjardins Securities Financial Services or the Caisse network. Return to footnote 1 referrer

Biographies of my colleagues

  • Nicole Guay, MBA, CFP®

    Vice-President, Investment Advisor

    T 819-693-6660

    Languages: French, English

    A founding member of the team, Ms. Guay has more than 25 years' experience in financial services (full-service investment advisor, financial planner) with a clientele of entrepreneurs and professionals. She completed a master's degree in finance at Université Laval and holds a certificate in computer science from the Université du Québec à Trois-Rivières. She was admitted to the President's Club for five consecutive years.

Location

Desjardins Securities at Trois-Rivières

1500, Royale Street
Suite 450
Trois-Rivières (Québec) G9A 6E6

819-693-3750 Toll-free : 1-888-316-3750Fax : 819-693-2666

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