Brennan Beugger Group
Desjardins Securities
About us
Our approach
At our group, we set ourselves apart through our strong client relationships, unwavering diligence, and commitment to transparency. We’re renowned for our exceptional stability, complementary services, and loyalty to our clients. Our mission is to empower you in achieving your life goals.
Our investment philosophy
Preserving your capital through strategic risk management is our foremost priority. Our meticulous investment process is designed to help you seize opportunities in the financial markets. We strive for comprehensive diversification, both geographically and across various sectors, ensuring a well-rounded investment strategy.
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 services
Our team’s specialties
Agricultural entrepreneurs
Mass-affluent and high-net-worth families
Discretionary portfolio management
Our team
- Team
- Partners
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.
Stéphane Brennan
BSc, CIM®, F.Pl.
Portfolio Manager and Senior Wealth Manager
450-223-1344 Phone number of Stéphane Brennan. This link opens your phone app.
BSc, CIM®, F.Pl.
Portfolio Manager and Senior Wealth Manager
- Bachelor’s degree in administration from HEC Montréal (BSc)
- Financial Planner designation from the Quebec Institute of Financial Planning
- 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.
LinkedIn profile External link.
Phone
450-223-1344 Phone number of Stéphane Brennan. This link opens your phone app.
Barbara Beugger
MBA, CIM®, F.Pl.
Portfolio Manager and Wealth Manager
450-223-1302 Phone number of Barbara Beugger. This link opens your phone app.
MBA, CIM®, F.Pl.
Portfolio Manager and Wealth Manager
- Master’s degree in business administration
- Financial Planner designation from the Institute of Financial Planning
- 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.
LinkedIn profile External link.
Phone
450-223-1302 Phone number of Barbara Beugger. This link opens your phone app.
Partners
We work with skilled professionals
Alain Chevalier
Business Transfer Coach
Laurent Poirier
Financial Security Advisor
Branch information
Saint-Hyacinthe
1395 Daniel-Johnson Street East
Suite 201
Saint-Hyacinthe QC J2S 7Y6
Directions External link.
Phone
450-223-1673 Ce lien ouvre votre application de téléphonie.
1-888-313-6150 Ce lien ouvre votre application de téléphonie.
