Moreau Bergeron Paré Team
Desjardins Securities
About us
Our approach
Our team prioritizes confidentiality while upholding the highest standards of integrity and professionalism. We pride ourselves on being accessible and building long-term relationships with our clients. We take the time to understand your goals, ensuring that your portfolio aligns with your individual profile and needs.
Our investment philosophy
We understand that successful investing requires a rigorous management process to protect, grow and transfer wealth. That’s why we pay close attention to market trends to make smart, informed decisions for your investments.
Community involvement
Giving back to our community is important to us. That’s why we support organizations such as Grand défi Pierre Lavoie External link, Tour de Beauce (site in French only) External link, Maison Catherine de Longpré (site in French only) External link, Moisson Beauce (site in French only) External link and the Montreal Canadiens Children’s Foundation External link.
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
Discretionary portfolio management and tax planning
Entrepreneurs
Foundations and non-profit organizations
Communications
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.
Stephan Moreau
BBA, CIM®, F.Pl.
Portfolio Manager
Wealth Manager
418-228-6499 Phone number of Stephan Moreau. This link opens your phone app.
BBA, CIM®, F.Pl.
Portfolio Manager
Wealth Manager
- Bachelor’s degree in business administration in finance
- Chartered Investment Manager since 2013
- Financial planning diploma and registration with the Quebec Institute of Financial Planning since 1999
- With Desjardins Group since 1994
- With Desjardins Securities since 2002
Stephan is a wealth manager with extensive knowledge of financial products and a comprehensive view of the markets.
LinkedIn profile External link.
Phone
418-228-6499 Phone number of Stephan Moreau. This link opens your phone app.
Gino Bergeron
LLL, F.Pl.
Wealth Manager
418-227-6075 Phone number of Gino Bergeron. This link opens your phone app.
LLL, F.Pl.
Wealth Manager
- Undergraduate law degree
- Financial planning professor and lecturer
- Financial planning diploma and registration with the Quebec Institute of Financial Planning since 1999
- With Desjardins Group since 1996
- With Desjardins Securities since 2012
Gino manages investments and offers financial planning services.
Phone
418-227-6075 Phone number of Gino Bergeron. This link opens your phone app.
Stéphane Paré
BBA, CIM®, CSC®
Portfolio Manager
Wealth Manager
418-228-0579 Phone number of Stéphane Paré. This link opens your phone app.
BBA, CIM®, CSC®
Portfolio Manager
Wealth Manager
- Bachelor’s degree in business administration from Université du Québec à Trois-Rivières
- Canadian Securities Course from the Canadian Securities Institute
- Wealth manager since 1997
- With Desjardins Securities since 2008
Stéphane manages investments and offers financial planning services.
LinkedIn profile External link.
Phone
418-228-0579 Phone number of Stéphane Paré. This link opens your phone app.
Roberto Ménard
BBA, F.Pl.
Financial Planner
418-335-2300 Phone number of Roberto Ménard. This link opens your phone app.
BBA, F.Pl.
Financial Planner
- Bachelor’s degree in business administration, specialization in finance, Université Laval
- Financial planner
- Financial security advisor
- More than 25 years of experience in finance
- Integrated financial planning specialist
- Vast knowledge of the challenges faced by professionals, business leaders and high-net-worth clients
- Regularly collaborates with professionals who work with clients, including accountants, tax experts and notaries
LinkedIn profile External link.
Phone
418-335-2300 Phone number of Roberto Ménard. This link opens your phone app.
Philippe Bélanger
BBA, MBA
Investment Advisor
418-228-9198 Phone number of Philippe Bélanger. This link opens your phone app., ext 5021637
BBA, MBA
Investment Advisor
- Bachelor’s degree in business administration, specialization in finance, Université Laval
- Master’s degree in business administration, specialization in finance
- Chartered Financial Analyst certification in progress
Philippe is passionate about business and finance. He brings a new perspective to the team and is always on the lookout for the best investment opportunities for clients. He plans to become a portfolio manager in the next few years.
LinkedIn profile External link.
Phone
418-228-9198 Phone number of Philippe Bélanger. This link opens your phone app., ext 5021637
Annie Letrésor
Wealth Management Assistant
418-228-6998 Phone number of Annie Letrésor. This link opens your phone app.
Wealth Management Assistant
Phone
418-228-6998 Phone number of Annie Letrésor. This link opens your phone app.
Alexandra Doyon
CSC®, BBA
Wealth Management Associate
418-228-6998 Phone number of Alexandra Doyon. This link opens your phone app., ext 5021300
CSC®, BBA
Wealth Management Associate
Phone
418-228-6998 Phone number of Alexandra Doyon. This link opens your phone app., ext 5021300
Alexandra Fecteau
CSC®
Wealth Management Associate
418-228-6998 Phone number of Alexandra Fecteau. This link opens your phone app., ext 5112069
CSC®
Wealth Management Associate
Phone
418-228-6998 Phone number of Alexandra Fecteau. This link opens your phone app., ext 5112069
Caroline Séguin
Wealth Management Assistant
418-228-6998 Phone number of Caroline Séguin. This link opens your phone app., ext 5021327
Wealth Management Assistant
Phone
418-228-6998 Phone number of Caroline Séguin. This link opens your phone app., ext 5021327
Partners
We work with skilled professionals
André Auclair
Notary
Amandine Bourillon
Notary
Alain Chevalier
Business Transfer Coach
Geneviève D'Amours
Notary
Jérôme Dostie-Bourgault
Senior Tax Advisor
Geneviève Forest
Senior Financial Planning Advisor
Jeffrey Morrow
Financial Security Advisor
Alain Saint-Jacques
Business Transfer Coach
Stéphane Thibault
Senior Tax Advisor
Branch information
Saint-Georges
10555 Lacroix Boulevard
4th Floor
Saint-Georges (QC) G5Y 1K2
Directions External link.
Phone
418-228-6998 Ce lien ouvre votre application de téléphonie.
1-888-810-6998 Ce lien ouvre votre application de téléphonie.
What sets us apart
Excellence accreditation
The Excellence Accreditation shows that our investment advisors meet the highest quality standards.
