Samuel Bertrand, BBA

Wealth Manager

T 418-650-6350 ext. 5025293

Linkedin Profil

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.

Bleau Bertrand Team

Team web site

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

Wealth Manager

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.

Full details
Philippe Bleau, BBA

Portfolio Manager, Wealth Manager

T 418-650-6350 ext. 5025286

Languages: French, English

Linkedin

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.

Full details
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.