Samuel Bertrand, BBA

Biography

• 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.

Mission

Providing you with well informed and transparent investment advice.

Ensuring regular follow-up and meeting your expectations.

Investment Philosophy

I specialize in the management of low-volatility investments, providing high income and tax advantages in comparison to traditional income products. I aim to offer my clients a stable yield, regardless of the market phase, and to provide regular monitoring. I favour a long-term approach based on the investment goals established with you, in keeping with your risk tolerance, your investment horizon and your needs.

Service Offer

• Preferred shares and corporate bonds
• Mutual funds (matching my philosophy)
• For taxable accounts, corporate class funds with deferred taxation
• Stocks providing dividend income