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Bleau Bertrand Team

Desjardins Securities

About us

Our approach

Our integrated wealth management approach delivers continuous support tailored to your needs throughout your entire life. We’re dedicated to helping you build, manage, and transfer your wealth through personalized solutions. We leave nothing to chance. 

Our investment philosophy

We aim to maximize your portfolio’s returns in alignment with your risk profile. By strategically allocating assets between high-growth equities and stable dividend-paying stocks, we construct diversified portfolios designed to withstand market volatilities.

Community involvement

Since 2003, Desjardins Securities has been a frontline partner of the Montreal Canadiens Children’s Foundation External link. We also support the Patro External link community centre, which promotes well-being through sport, recreation, and mutual aid.

Our approach to your financial success

Our range of services at Desjardins Securities

Make the most of Desjardins Securities’ expertise to plan and optimize your wealth or portfolio. We offer personalized solutions, including financial and retirement planning, investment strategies, estate planning, tax optimization, wealth and loan protection, credit and transactional services1.

Learn more about our services External link.

Our team’s specialties

Non-profit organizations and foundations

Businesses

Discretionary portfolio management and philanthropy

Our team

Team

Our team, trained to the highest industry standards, will go the extra mile to help you reach your financial goals. For personalized service, contact our wealth management experts.

people

Olivier Bleau

BBA, F.Pl., CIM®

Wealth Manager

418-650-6350 Phone number of Olivier Bleau. This link opens your phone app., ext 5025217

View profile  Olivier Bleau

Samuel Bertrand

BBA

Wealth Manager

418-650-6350 Phone number of Samuel Bertrand. This link opens your phone app., ext 5025293

View profile  Samuel Bertrand

Philippe Bleau

BBA, CIM®

Portfolio Manager

Wealth Manager

418-650-6350 Phone number of Philippe Bleau. This link opens your phone app., ext 5025286

View profile  Philippe Bleau

Élizabeth-Jade Turcot

BBA

Wealth Management Assistant

418-650-6350 Phone number of Élizabeth-Jade Turcot. This link opens your phone app., ext 5026715

Peneloppe Gagné

Wealth Management Assistant

418-650-6350 Phone number of Peneloppe Gagné. This link opens your phone app., ext 5025262

Partners

We work with skilled professionals2 to offer guidance that matches your priorities. Together, we plan and execute strategies to address both your current and future needs.

Alain Chevalier

Business Transfer Coach

Jeffrey Morrow

Financial Security Advisor3

Branch information

Sainte-Foy

Place de la Cité – PwC Tower
2640 Laurier Boulevard
Suite 1400
Sainte-Foy QC  G1V 5C2
Directions  External link.

Phone
418-650-6350 Ce lien ouvre votre application de téléphonie.
1-800-361-6006 Ce lien ouvre votre application de téléphonie.

Desjardins Securities is a trade name used by Desjardins Securities Inc. Desjardins ®, Desjardins Wealth Management Securities ™ and related trademarks are trademarks of the Fédération des caisses Desjardins du Québec used under licence. Desjardins Securities Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF). To find out if a person is currently employed by a company regulated by the CIRO, refer to the Advisor Report External link.. Chartered Investment Manager (CIM®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc. Investment solutions and discretionary portfolios management service is offered by Desjardins Securities Inc. Your Signature Service turnkey offer also uses other specialists from Desjardins Group. The financing and transaction solutions are provided by Fédération des caisses Desjardins du Québec. Some of the financial planning, tax, trust and estate services can be offered by Desjardins Trust Inc. Desjardins Financial Security Life Assurance Company provides life and health insurance, while Desjardins General Insurance Inc. provides property and casualty insurance.Some services are offered through Desjardins Securities Financial Services, caisses or external professionals.Through Desjardins Securities Financial Services Inc.