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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.

Mission

Being a proactive advisor in terms of investments. Ensuring my clients' peace of mind. Being a benchmark in investment and wealth management.

Investment Philosophy

  • I am an advisor who emphasizes long-term investment ( and tax planning1).
  • I specialize in asset allocation and stock selection, with a comprehensive view of each client's assets.
  • I conduct regular portfolio follow-ups and keep a close eye on the markets.

What sets us apart

I provide wealth management services that help establish customized portfolios focused on minimizing capital fluctuations and achieving tax efficiency.

Service Offer

  • Managed products
  • Exchange-traded funds
  • Canadian, U.S. and global equities
  • Flow-through investments
  • Bonds and preferred shares
  • Elite program
  • Fee-based compensation
  • Outside discretionary management1.
  1. Through Desjardins Securities Financial Services or the Caisse network. Return to footnote 1 referrer

Location

Desjardins Securities at Sainte-Foy

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

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

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