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Stéphane Brennan, B.Sc., CIM®, F. Pl

Portfolio Manager, Senior Wealth Manager

T 450-223-1344

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Languages: French, English

Biography

  • Bachelor’s degree in administration from HEC Montréal (B.Sc.)
  • Financial Planner designation (Pl. Fin.) from the Institut québécois de la planification financière (IQPF)
  • Chartered Investment Manager (CIM®)
  • IIROC options license
  • Recipient of the Victor-Dumais trophy awarded by the Chambre de la sécurité financière for promoting the profession at the regional level (2003)

Stéphane has more than 23 years of experience in finance, including 18 years in the securities field.

Community involvement

    • Board chair at École professionnelle de Saint-Hyacinthe (since 2010)
    • Board member at the Centre de service scolaire de Saint-Hyacinthe, serving as the Community Representative – Finance Sector (since 2021)

Brennan Beugger Group

We know just how important your capital is. That’s why we offer personalized investment strategies that reflect your needs and expectations.

We'll start by carefully considering your personal, business and financial situation to find solutions and strategies that are right for you.

Then we'll periodically review your assets and make adjustments as needed.

You can count on us to collaborate with any accountants, lawyers, tax experts or other specialists you deal with.

Mission

With a comprehensive approach to wealth management, we strive to help our clients achieve their financial goals.

Investment Philosophy

The professionals at Brennan Beugger Group are committed to forging long-term business relationships and providing personalized service by:

  • Determining each client's investor profile, needs and goals
  • Presenting sound investment strategies and establishing portfolios
  • Monitoring portfolio performance, assessing results and gauging client satisfaction

What sets us apart

  • Brennan Beugger Group is known for its commitment to value and attention to detail
  • Each of our team members aim for transparency about all transactions, results, fees and communication
  • Our clients recognize our exceptional stability and loyal service

Values

Honesty, integrity, transparency, environmental responsibility and professionalism. 

Service Offer

A COMPREHENSIVE OFFER TAILORED TO YOUR NEEDS

Enjoy customized support and services that are designed to meet all of your wealth management needs when they arise.

  • Financial and retirement planning
  • Investments
  • Estate planning
  • Taxation
  • Wealth protection
  • Financing and banking solutions

Biographies of my colleagues

  • Barbara Beugger, MBA, CIM®, F. Pl

    Portfolio Manager, Wealth Manager

    T 450-223-1302

    Languages: German, French, English

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    • Master's degree in business administration
    • Financial Planner designation (Pl. Fin.) from the Institut québécois de la planification financière (IQPF)
    • Chartered Investment Manager (CIM®)
    • IIROC options license
    • Six-time winner of the Podium Plus trophy (Richelieu-Yamaska region) and three-time winner of the  Desjardins gold pin for being one of Desjardins’s top financial planners in Quebec.

    Barbara has more than 30 years of experience at Desjardins, having spent the last 22 as a financial planner.

  • Nicolas Racicot, M. Sc., BBA, CIM®, F. Pl

    Wealth Manager

    T 450-223-1381

    Languages: French, English

    • Bachelor's degree in business administration from Université de Sherbrooke (BBA)
    • Master's degree in finance from Université de Sherbrooke (MSc)
    • Financial Planner designation (Pl. Fin.) from the Institut québécois de la planification financière (IQPF)
    • Chartered Investment Manager (CIM®)
    • IIROC options license

    Nicolas has more than 10 years of experience in the fields of finance and securities.

  • Mylène Vézina,

    Wealth Management Associate

    T 450-223-1449

    Languages: French

    • More than 20 years of experience serving clients across the Desjardins network
    • Joined Brennan Beugger Group in 2011
    • Successfully completed the Canadian Securities Course

    Mylène supports the team's wealth managers in their day-to-day activities by following up on all operational matters. She's known for providing in-depth technical expertise and impeccable customer service. 

    In addition, she's an invaluable mentor for her peers thanks to her professionalism and dedication.

  • Marie-Pierre Voghel,

    Wealth Management Assistant

    T 450-223-1004

    Languages: French

    • More than 20 years of experience in client services, including 13 at Desjardins
    • Joined Brennan Beugger Group in 2016

    Marie-Pierre supports the team's wealth managers in their day-to-day activities and prepares files for client meetings. Her responsibilities also include marketing and event coordination.

    As someone who is known for being thorough, highly professional, methodical and discreet, Marie-Pierre has earned the respect of her colleagues and our clients. 

Locations

Desjardins Securities at Saint-Hyacinthe

1395, Daniel-Johnson East Street
Suite 201
Saint-Hyacinthe (Québec) J2S 7Y6

450-223-1673 Toll-free : 1-888-313-6150Fax : 450-223-1677

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Desjardins Securities at Sorel-Tracy

385, Poliquin Blvd.
Sorel (Québec) J3P 5N6

450-742-8471 Toll-free : 1-866-441-8471Fax : 450-742-1439

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