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Russell Burrows, FCSI®, CIM®

Investment Advisor

T 514-842-8379

Linkedin Profil

Languages: French, English

Biography

This advisor provides his services exclusively through a Caisse financial planner and advisor.

A financial services professional since 1996, Mr. Burrows has extensive experience and a great passion for managing client service. After starting in the institutional bond market, he migrated to a role as investment advisor. Among his marks of distinction are designations as Chartered Investment Manager (CIM®) and Fellow of the Canadian Securities Institute (FCSI®).

Mr. Burrows adheres to principles of prudence and transparency, showing a broad understanding of the key factors in investment management for his clients.

Advisory Branch

Advisory Branch

Mission

Understanding your financial needs clearly to offer you first-rate support and a positive experience in your wealth management.

Investment Philosophy

Our investment philosophy is based on sound asset diversification in keeping with your investor profile.

  • An investment policy adapted to your profile
  • A customized allocation of your assets
  • Rigorous monitoring of the markets and of your portfolio

What sets us apart

Our team with its experience and expertise in financial markets ensures you, through our protocol, of superior customer experience and unique care in managing your wealth.

Values

Integrity, prudence, attentiveness, sharing of knowledge, proactive approach.

Service Offer

  • Professional wealth management
  • Development of an investment strategy to suit your profile
  • Superior customer service
  • Rigorous monitoring of your portfolio
  • Business partners to meet your additional wealth management needs

Biographies of my colleagues

  • Katy McBrearty, BBA, FCSI®, CIM®

    Investment Advisor

    T 514-842-8379

    Languages: French

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    This advisor provides her services exclusively through a Caisse financial planner and advisor.

    Ms. McBrearty has worked in the financial field for more than 15 years. An investment advisor at Desjardins Securities since 2006, she holds a bachelor's degree in business administration, with a finance major, from HEC Montreal.

    Ms. McBrearty has earned designations as Chartered Investment Manager (CIM®) and Fellow of the Canadian Securities Institute (FCSI®), symbols of excellence in the financial services sector.

  • Jean-Francois Rousseau, BBA

    Investment Advisor

    T 514-985-3565

    Languages: French, English

    Linkedin

    This advisor provides his services exclusively through a Caisse financial planner and advisor.

    After earning a bachelor's degree in business administration from the Université du Québec à Trois-Rivières (UQTR), Mr. Rousseau also completed various specialized courses in securities, including the Canadian Securities Institute courses on derivatives, options and investment management techniques.

    He has worked in the Desjardins network since 2001, primarily in securities brokerage since 2006.

  • Robert Ward,

    T 514-985-3565

    Languages: French

Location

Desjardins Securities

1170, Peel Street
Suite 300
Montréal (Québec) H3B 0A9

514-842-8379 Toll-free : 1-877-743-7712Fax : 514-985-1849

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