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Sébastien Boulianne, BBA, CFP®

Investment Advisor

T 418-629-4499

Languages: French

Biography

  • Bachelor's degree in administration, corporate finance major
  • Financial planner (IQPF)
  • Certificate in financial planning
  • Conduct and Practices Handbook Course
  • Canadian Securities Course (honourable mention) 

Thirteen years' experience in the financial services field, including four years as a financial planner, during which time I have dealt mostly with a clientele consisting of professionals, business owners and wealthy individuals.

Mission

Advising people while endeavouring to take a comprehensive view of their assets.

Investment Philosophy

  • Implementing custom-made strategies that take account of your investor profile and risk tolerance as well as your financial needs and investment goals
  • Strategic diversification in keeping with your risk tolerance (asset classes, geographic and sectoral allocation, management styles)
  • Comprehensive view of your assets
  • Regular follow-ups of your portfolio

What sets us apart

I will guide you in your plans to make sure you can meet your financial goals.

Values

  • Honesty
  • Transparency
  • Relationships based on trust

Service Offer

  • Analysis of your current investment portfolio
  • Portfolio management
  • Full product range (stocks, bonds, mutual funds, etc.)
  • Optimization of tax strategies
  • Strategic allocation based on your investor profile
  • Planning for your retirement and your disbursement needs
  • Advice and guidance in all areas of financial planning1
  1. Through Desjardins Securities Financial Services or the Caisse network. Return to footnote 1 referrer

Locations

Desjardins Securities at Amqui

15, rue Du Pont
Amqui (Québec) G5J 0E6

418-629-4499 Toll-free : 1-888-833-8133Fax : 418-629-1436

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Desjardins Securities at Matane

289, rue du Bon Pasteur
Matane (Québec) G4W 3C8

418-562-0209 Toll-free : 1-877-562-0209Fax : 418-562-6292

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