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Patrick Roy, BBA, F. Pl

Investment Advisor

T 418-228-9264

Linkedin Profil

Languages: French, English

Biography

  • Bachelor’s degree in business administration from Université Laval with a financial services specialization
  • Completed the Canadian Securities Institute securities and options courses
  • Worked as a Desjardins Group advisor before joining the BMPR Group
  • Financial planning diploma from the Institut québécois de planification financière (2016)

Mr. Roy develops financial planning strategies.

BMPR Group accréditation excellence

Excellence Accreditation

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.

EXPERTS DRIVEN BY EXCELLENCE

You deserve the peace of mind that comes with getting sound advice. At BMPR Group, we do more than just provide investment advice. We combine portfolio management with financial and tax planning strategies to help you grow your assets.

Mission

We want to be a trusted portfolio management partner our clients can count on to listen to their needs. Thanks to an integrated wealth management approach, we help our clients set up a well-defined structure and plan so they can achieve their financial goals.

We offer exceptional plan monitoring and advisory services for you and your family. We also develop personalized strategies to grow and protect your assets, so you can enjoy peace of mind.

Investment Philosophy

We’re convinced that to be a successful investor, you need to have a rigorous management process in place so there’s no need to improvise or let your emotions guide you when making decisions. That’s why we make a point of getting to know each of our clients really well, so we can make sure their portfolio allocation matches their investor profile.

We firmly believe that the best way to achieve higher returns over the long run is to avoid significant losses. We invest in large caps with a stable and predictable direction, a clear strategy and a solid track record when it comes to performance.

What sets us apart

Thanks to our solid financial planning and investment management expertise, we’re able to assess your personal situation and provide you with advice that’s in line with your goals.

We’re also known for being there for our clients and building lasting relationships with them.

We’re here to help you with your financial decisions. You can count on us to help you succeed!

Values

BMPR Group ensures the highest standards of confidentiality, integrity and professionalism.

Service Offer

We’ve adopted a multidisciplinary approach that allows us to work with various specialists from our professional network. We’re also willing to work with the experts you’ve chosen and trust.

You can count on our extensive financial planning expertise to help you manage your assets and apply multidisciplinary strategies:

  • Retirement financial planning

Our experts can help with some or all of your financial planning needs.

  • Protection

In partnership with Desjardins Insurance, we’re able to assess your life, disability, critical illness and income protection insurance needs (e.g., partnership insurance for entrepreneurs).

  • Corporate and personal taxation

Along with our specialists, we can help keep your tax impacts to a minimum.

  • Estate planning

We work with professionals to analyze your will and power of attorney needs.

  • Business transfers

With help from our specialists, we can provide you with business transfer advice and support. Our analysis covers: your company’s balance sheet, a vision for the future, the optimization of the value of your business, transfer scenarios, the financing of your project, business continuity and retirement.

  • Assessment of your financial needs

In partnership with the Desjardins caisses, we offer financing for individuals and businesses, as well as various savings products, banking transactions and credit cards.

Biographies of my colleagues

  • Nathalie Maheux, BBA, F. Pl

    Investment Advisor

    T 418-226-3887

    Languages: French

    Linkedin

    • Bachelor’s degree in business administration with a finance option
    • Certificate in Commercial Credit
    • Financial planning diploma from the Institut québécois de planification financière (1999)
    • With the Desjardins Chaudière-Sud Business Centre for 12 years
    • Joined Desjardins Securities in 2007
    • Has a thorough understanding of entrepreneurs’ specific needs

    Ms. Maheux develops financial plans and monitors investment strategies.

  • Stephan Moreau, BBA, CIM®, F. Pl

    Portfolio Manager, Investment Advisor

    T 418-228-6499

    Languages: French, English

    Linkedin

    • Bachelor’s degree in business administration with a finance option
    • Chartered Investment Manager since 2013
    • Financial planning diploma from the Institut québécois de planification financière (1999)
    • With Desjardins since 1994
    • Joined Desjardins Securities in 2002

    Mr. Moreau is an investment manager with extensive knowledge of financial products and a comprehensive view of the markets.

  • Gino Bergeron, LL.L, F. Pl

    Investment Advisor

    T 418-227-6075

    Languages: French, English

    • Bachelor’s degree in law
    • Financial planning professor and lecturer
    • Financial planning diploma from the Institut québécois de planification financière (1999)
    • With Desjardins since 1996
    • Joined Desjardins Securities in 2012

    Mr. Bergeron is an investment manager who also offers financial planning services.

     

  • Stéphane Paré, BBA, CIM®

    Investment Advisor

    T 418-228-0579

    Languages: French, English

    Linkedin

    • Bachelor’s degree in business administration from Université du Québec à Trois-Rivières
    • Completed the Canadian Securities Institute securities and options courses
    • Investment advisor since 1997
    • Joined Desjardins Securities in 2008

    Mr. Paré is an investment manager who also offers financial planning services.

     

  • Lynda Roy,

    Investment Advisor

    T 418-228-9198

    Languages: French, English

    Linkedin

    • Completed the Canadian Securities Institute securities and options courses
    • Active in the financial industry since 1998
    • Worked for another large brokerage firm for 10 years
    • Joined Desjardins Securities in 2008

    Ms. Roy develops financial plans and monitors investment strategies.

  • Isabelle Lessard,

    Investment Assistant

    Languages: French

    • Completed the Canadian Securities Institute securities course (2010)
    • Extensive assistant experience in the areas of savings and full-service brokerage
    • With Desjardins since 2003
    • Joined Desjardins Securities in 2009 

    Ms. Lessard is a consummate professional who provides unparalleled service with a smile.

  • Karina Lessard,

    Investment Assistant

    T 418-228-6133

    Languages: French

    • Completed the Canadian Securities Institute securities course
    • Active in the financial industry since 1996
    • Joined Desjardins Securities in 2008

    Ms. Lessard is responsible for the team’s administrative tasks and provides unparalleled customer service.

  • Annie Letrésor,

    Advisor Assistant

    Languages: French

    • Joined Desjardins in 2000
    • Assistant experience in a number of different fields

    Ms. Letrésor delivers exceptional customer service with integrity, dedication and enthusiasm.

  • Brenda Bureau,

    Advisor Assistant

    T 418-220-0074

    Languages: French

    • Certificate in business administration
    • Has worked in the financial industry since 2007

    Ms. Bureau has a strong reputation for dedication, integrity and professionalism and provides personalized customer service.

Location

Desjardins Securities at Saint-Georges

10555, boul. Lacroix
4th floor
Saint-Georges (Québec) G5Y 1K2

418-228-6998 Toll-free : 1-888-810-6998Fax : 418-228-6899

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