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Sarah Zuckermann, B.A.

Investment Advisor

T 514-281-7292

Languages: French, English

Biography

  • More than 20 years of broad-based experience in the financial industry, both in financial institutions and related companies.
  • Areas of expertise include strategic account planning, business development and client services.

Sarah Zuckermann is responsible for developing and maintaining contacts with internal and external partners. She is also involved in strategic planning and client relationships, as well as marketing and communication initiatives.

Martin-Guy Bernier Team

Mission

Precision investment and portfolio management with a personalized approach

Our mission is to help our clients build their family and personal assets to achieve their long-term goals by using a comprehensive, meticulous and personalized approach that minimizes the volatility of their portfolio.

Investment Philosophy

Core + Satellite

We use a simple, individualized approach to respond to the personal and financial needs of our clients.

What sets us apart

One client at a time
Our approach is personalized, while the industry trend is to have a standardized approach for all clients.

Income-focused management style
Our management style seeks to generate a steady and high investment income, in order to mitigate the inevitable market fluctuations. Our objective is not to beat the market but to offer creative solutions to our clients to help them achieve their investment goals. We offer competitive returns and fees according to the economic environment and the client’s profile.

Financial coaching
Our approach enables our clients to learn about and gain a better understanding of their investments, which leads to a greater comfort level and peace of mind over the long term.

Team infrastructure
We communicate regularly with all our clients so as to be constantly aware of the changes and developments in their financial situation, as well as their goals.

Values

Integrity, ethics, attention to detail, availability, transparency, and patience.

Biographies of my colleagues

  • Martin-Guy Bernier, CFP®

    Investment Advisor

    T 514-281-7312

    Languages: French, English

    Linkedin

    • More than 20 years of experience working in key positions with increasing levels of responsibility at different financial institutions.
    • Investment advisor with Desjardins Securities for more than 16 years.
    • Financial planner registered with the IQPF.

    As the senior advisor, Martin-Guy Bernier is responsible for preparing investor profiles, investment recommendations and retirement planning. He is also in charge of security selection and maintaining up-to-date knowledge in the seven critical areas of financial planning.

Location

Desjardins Securities at Montréal - Le Windsor

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

514-985-7585 Toll-free : 1-866-985-7585Fax : 514-987-9593

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