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Samuel Bertrand, BBA

Investment Advisor

T 418-650-6350 ext. 5025293

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Languages: French, English

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

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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