Stéphane Guillot, LL.B.

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

Our goal is to build a strong and lasting relationship with you. Drawing on a variety of investment strategies to grow your investments, we provide exceptional service in portfolio and wealth management. Your satisfaction is our number one priority. We’ll walk you through every step, guided by your investment goals and risk tolerance. We make it our mission to get to know you and to provide the best solutions for your needs.

Investment Philosophy

We take a prudent approach to investing. Our goal is to find the right balance between risk and return for your portfolio. We ensure diversification by distributing your assets across different asset classes, economic sectors and geographical areas. This is a key step in the investment process, since asset allocation accounts for 91.5% of variations in portfolio returns. It’s important to rebalance your portfolio regularly to ensure that it remains in line with your investment policy. We select assets using a core-satellite approach, which combines the use of exchange-traded funds, mutual funds and individual securities. Our portfolio management is based on value investing. We seek out high-quality large-cap stocks with reasonable valuations. Plus, since taxes can have a substantial effect on long-term capital growth and returns, we’re careful to select tax-efficient investments.

What sets us apart

The Guillot-Giroux-Nadeau Team will carry out a strategic assessment of your personal or business finances and provide a comprehensive range of services. Backed by a team of experts, our advisors have all your financial management needs covered. Our close ties to an extensive network of professionals allow us to respond quickly. We provide turnkey solutions to help you on your path to financial success so you can achieve your goals.

Values

Every member of our team is guided by the values of professionalism, integrity, honesty and respect. These values are reflected in our work, guide our actions and decisions, and help us build positive, long-term relationships with you and our partners in the Desjardins network. The pursuit of excellence is the cornerstone of our work ethic.

Service Offer

Every week, the Guillot-Giroux-Nadeau Team meets to ensure our portfolios management strategies reflect market activity.

In addition to providing personalized discretionary management, our investment advisors offer a full range of investment products, including specialized funds, bonds, guaranteed investment certificates, hand-picked company stocks and notes. Tax implications are a chief concern and our team of professionals will recommend strategies to maximize your investments and minimize your taxes.

The Guillot-Giroux-Nadeau Team will also recommend investments tailored to your personal and financial situations. We may suggest opening a registered account, like an RRSP, LIRA, RRIF, LIF, TFSA or RESP, or recommend our retirement planning services.