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Stéphane Rioux, BBA, F. Pl

Branch Co-Director, Associate Advisor

T 1-418-721-2668 ext. 5027212

Languages: French

Biography

Mr. Rioux holds a bachelor’s degree in corporate finance. He is also Financial Planner, graduate of the Institut québécois de la planification financière. He comes from Rimouski.

Michel Brisson Team

We’ve put together a multidisciplinary team of experts to guide you in your financial choices at each stage of your life.

Our global approach to wealth management allows us to manage your investments and offer you a wide range of related financial products. We’re well positioned to help you make choices and bring clarity to your financial plan.

We’re cutting edge—our ongoing training, drive and financial expertise will help you accomplish what matters to you, and reach your financial goals.

When you choose the Michel Brisson Team, we’ll work with you to reach your goals and put your plans into action.

Mission

Through our vision and global approach to managing your financial wealth, we work to learn what you need, clarify your expectations, help you reach your goals and put your plans into action.

Investment Philosophy

Understand your needs and objectives to offer you a made-to-measure investment portfolio based on your interests

Build portfolios designed to protect your capital and provide you with asset appreciation over time

Optimize returns with minimum volatility

Diversify your investments, after analyzing various aspects, including

  • Asset allocation
  • Geographic area
  • Business sector
Tracking your investments and keeping you up to date.

What sets us apart

In-depth understanding of what matters to you.

You’ve worked hard to achieve your level of financial success and you’d like to use your capital for personal projects, travelling or just enjoying life! We’re working just as hard so you can see your plans through.

Values

Our strategies are founded on

  • Ethics 
  • Rigour 
  • Personalized service 
  • Respect
  • Attentiveness

These values are at the heart of our business strategy—they shape our team spirit and drive us as we help you reach your financial goals.

Service Offer

Our wealth management approach

INVESTMENT MANAGEMENT
  • Market analysis and investment management
  • Elite Program: Fee-based management
  • IPP, RRSP, RRIF, LIF, RESP, TFSA, LIRA
  • Group plans

TAX PLANNING
  • Tax savings on investments
  • Service to individuals and operating or management businesses

ACCOUNT SOLUTIONS

INSURANCE AND ANNUITIES
  • Life insurance
  • Disability insurance
  • Critical Illness insurance
  • Annuities
  • Insurance for entrepreneurs

FINANCIAL PLANNING
  • Retirement planning
  • Retirement income management

ESTATE PLANNING

ADMINISTRATION
  • File monitoring
  • Support for advisors
  • Special mandates
  1. With collaboration from the Michel Brisson Team, certain services are offered through Desjardins Securities Financial Services, the caisses or external professionals. Return to footnote 1 referrer

Biographies of my colleagues

  • Michel Brisson, BBA

    Branch Director, Investment Advisor

    T 418-721-2668 ext. 5027207

    Languages: French

    Linkedin

    • Bachelor's degree in business administration from the Université du Québec à Rimouski
    • Honourable mention in the course on securities trading
    • Honourable mention in the course on standards of conduct
    • Canadian Securities Institute course on financial planning
  • Julie Chamberland, BBA, F. Pl

    Investment Assistant

    T 418-721-2668

    Languages: French

    • Bachelor of business administration from the Université du Québec à Rimouski
    • Financial Planner, graduate of the Institut québécois de la planification financière 
    • Completed the Canadian Securities Course 
    • Customer service expert—transactional and administrative components

Locations

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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Desjardins Securities at Rimouski

180 des Gouverneurs
Suite 301
Rimouski (Québec) G5L 8G1

418-721-2668 Toll-free : 1-888-833-8133Fax : 418-721-5617

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