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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 services1.

Learn more about our services External link.

Our team’s specialties

Discretionary portfolio management and tax planning

Entrepreneurs

Foundations and non-profit organizations

Communications

Monthly newsletter

Gino Bergeron and Stephan Moreau produce a monthly financial newsletter covering key financial news, economic trends and their implications on global political decisions.

See more on Linked (in French only) External link

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.

Stephan Moreau

BBA, CIM®, F.Pl.
Portfolio Manager, Wealth Manager

418-228-6499 This link opens your phone app.

Gino Bergeron

LLL, F.Pl.
Wealth Manager

418-227-6075 This link opens your phone app.

Stéphane Paré

BBA, CIM®, CSC®
Portfolio Manager, Wealth Manager

418-228-0579 This link opens your phone app.

Roberto Ménard

BBA, F.Pl.
Financial Planner2

418-335-2300 This link opens your phone app.

Philippe Bélanger

BBA, MBA
Investment Advisor

418-228-9198 This link opens your phone app., ext. 5021637

Annie Letrésor

Wealth Management Assistant

418-228-6998 This link opens your phone app.

Alexandra Doyon

CSC®, BBA
Wealth Management Associate

418-228-6998 This link opens your phone app., ext. 5021300

Alexandra Fecteau

CSC®
Wealth Management Associate

418-228-6998 This link opens your phone app., ext. 5112069

Caroline Séguin

Wealth Management Assistant

418-228-6998 This link opens your phone app., ext.  5021327

Partners

We work with skilled professionals3 to offer guidance that matches your priorities. Together, we plan and execute strategies to address both your current and future needs.

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 Advisor2

Jeffrey Morrow

Financial Security Advisor4

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.

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.Canadian Securities Course (CSC®) 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.Financial planner at Desjardins Financial Services Firm Inc.Some services are offered through Desjardins Securities Financial Services, caisses or external professionals.Through Desjardins Securities Financial Services Inc.