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Philippe Bleau, BBA

Investment Advisor

T 418-650-6350 ext. 5025286

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Languages: French, English

Biography

Mr. Bleau holds a bachelor's degree in business administration from Université Laval and has also taken the Canadian Securities Institute courses in investment management techniques, securities and hedge funds. He has 20 years' experience in investment management, including 10 years in the financing of commercial businesses.

Bleau Bertrand Team

Bleau Bertrand Team

Proud to serve you

You can count on us.

Helping you meet your financial goals and fulfill your life plans is what drives our team members to excel. Every day, they strive to meet your needs and exceed your expectations.

Mission

To provide our clients with the wealth management advice they need for every aspect of their financial lives.

Investment Philosophy

We manage portfolios with support from external managers who help us select growth securities.

This strategy allows us to offer optimal diversification between asset classes and geographic sectors.

What sets us apart

We don’t leave anything to chance

Through our integrated approach to wealth management, we’re able to provide you with guidance and support at every stage of your life. We help you build, manage and transfer your wealth with solutions tailored to your situation.

Values

Our team is committed to upholding these values and we hold our external partners to the same standards.

  • INTEGRITY | We strive to always do what’s best for you.
  • DISCIPLINE | We use proven business processes to develop investment and financial planning strategies.
  • STABILITY | We build our practice with a long-term vision.

Service Offer

Comprehensive wealth management services

Our service offer is designed with high-net-worth clients in mind. We provide comprehensive financial planning services, including:

  • Portfolio management
  • Retirement planning
  • Tax optimization
  • Estate planning
  • Insurance and risk management

The right account for you

  • Chequing accounts
  • Margin accounts
  • Margin-short accounts
  • Registered accounts (RRSP, LIRA, TFSA, RESP, RRIF, LIF)

A wide range of investment products

  • Canadian, US and international equities
  • Government, municipal and corporate bonds and strip coupons
  • Convertible debentures
  • Guaranteed investment certificates (GICs)
  • Mutual funds, exchange-traded funds (ETFs) and index funds
  • Alternative investments, structured products, etc.

Biographies of my colleagues

  • Olivier Bleau, BBA, F. Pl

    Investment Advisor

    T 418-650-6350

    Languages: French, English

    Linkedin

    Mr. Bleau holds a bachelor’s degree in business administration from Université Laval and is a member of the Institut de planification financière du Québec.

    He joined the Bleau Bertrand team in 2018 as an intern and was promoted to the position of investment advisor in May 2019.

    Whether you’re buying your first home or planning for your retirement, Mr. Bleau can help you reach your goals.

  • Samuel Bertrand, BBA

    Investment Advisor

    T 418-650-6350 ext. 5025293

    Languages: French, English

    Linkedin

    • 10 years’ experience in investment management
    • Bachelor’s degree in business administration, finance major, Université Laval
    • CSI Canadian Securities Course
    • CSI Conduct and Practices Handbook Course
    • CSI Investment Management Techniques Course
    • Clients seeking peace of mind and stability in their portfolios
    • To provide top service delivery, we recommend a minimum of $150,000 per household for opening an account.
  • Anick Sergerie,

    Wealth Management Associate

    T 418-650-6350 ext. 5025270

    Languages: French

    Ms. Sergerie holds a diploma of college studies from the CÉGEP de Jonquière. She has also taken the CSI Canadian Securities Course. She has more than 24 years of experience in finance and has been an investment assistant with Desjardins Securities since 2000.

Location

Desjardins Securities at Sainte-Foy

Place de la Cité - Tour Cominar
2640, boulevard Laurier, Suite 1400
Sainte-Foy (Québec) G1V 5C2

418-650-6350 Toll-free : 1-800-361-6006Fax : 418-650-5159

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