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Stéphane Georges, B.Sc., CIM®

Portfolio Manager, Investment Advisor

T 450-349-1354

Linkedin Profil

Languages: French, English

Biography

Stéphane has a Bachelor of Science from Université du Québec à Montreal and has earned the title of Chartered Investment Manager (CIM®) from the Canadian Securities Institute. A teacher at heart, he loves to share his knowledge, breaking down the investment world into easy-to-understand terms.

Stéphane started out in securities in 1987 and has continued his passion for stock research and analysis.

GGL Team accréditation excellence

Excellence Accreditation

Excellence accreditation attests that the investment advisor's practice meets the highest standards of quality in order to offer you an unparalleled experience in meeting your financial needs. This distinction is awarded exclusively to Desjardins Securities investment advisors who participate in a continuous development and improvement program.

Mission

Listen. Plan. Take action.

We manage your assets with focus and discipline so you can achieve your goals and find financial freedom.

Investment Philosophy

Prudence and risk management

Our investment philosophy is based on prudence and risk management. Taking care of your money involves growing your capital over the long term and carefully managing risk through sound asset allocation.

And that’s not all. We make sure you stay ahead of the game by leveraging tax-optimization strategies and carefully sequencing withdrawals.

Values

Active listening

Your needs are unique and it’s important to us that we understand them. By listening carefully to what you have to say, we’re able to serve you better and take care of all your wealth management needs.

We believe that active listening is the foundation of a solid relationship.

Focus and discipline

We owe our success to focus and discipline. These values guide us every day, in everything we do, so we can meet your highest expectations.

Commitment

We’re committed to helping you achieve your goals.

We’ll be there with you every step of the way to financial freedom.

Honesty and transparency

We make every decision with your best interests in mind. We’ve also chosen a fee-based structure to ensure transparency and eliminate any conflicts of interest.

Service Offer

We can help make your dreams a reality!

We’ve got the tools and services you need to reach your financial goals.

We’ll help you choose the right account for you:

• Cash accounts*
• Margin accounts*
• Registered accounts (RRSP*, LIRA, TFSA*, RESP, RRIF, LIF)
• Elite Program account

* In CAD and USD

Our products and services

  • Common, preferred and flow-through (tax-sheltered) shares, and foreign equities and shares traded on North American stock exchanges
  • Government and municipal bonds, corporate debentures, strip bonds and guaranteed investment certificates
  • Money market securities
  • Investment and exchange-traded funds
  • Life insurance (offered by Desjardins Securities Financial Services)
  • Fee-based wealth management advisory services (some services offered by external partners or with your tax and legal advisors)

Biographies of my colleagues

  • Chantal Gauvreau, F. Pl

    Investment Advisor

    T 514-281-5942

    Languages: French

    Linkedin

    Chantal has been working in the financial industry since 1985. She has a certificate in personal financial planning from Université Laval and earned her financial planner designation from the Institut québécois de planification financière in 2004. Chantal’s years of experience mean you can count on her for a thorough analysis of your personal financial situation.

    Chantal focuses on providing personalized service that will help you navigate rapidly changing markets so you can achieve financial security and plan your retirement.

  • Isabelle Legault,

    Investment Advisor

    T 450-349-7170

    Languages: French

    Linkedin

    Isabelle’s priority is to help you achieve your dreams. She can help you understand and make choices you can feel good about in the sometimes complex economic situation we live in.

    Isabelle has spent more than 25 years in the securities industry and was previously a fixed-income securities trader. She knows how to get to heart of your needs and will help you find effective ways to reach your goals.

  • Alex Leclerc,

    Advisor Assistant

    T 450-349-1384

    Languages: French

    Alex has a BA in International Political Economy from Colorado College in the United States.

    He joined the GGL team in 2021 after a professional hockey career in Europe and the US. His experiences and skills make him a great team player and help him provide quality personalized service.

Location

Desjardins Securities at Brossard

Quartier DIX30 - Le Square
9120, boul. Leduc, bureau 205
Brossard (Québec) J4Y 0L3

450-671-6788 Toll-free : 1-888-883-4588Fax : 450-671-6280

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