Nguyen Beauregard Group

BBA, CIM^®

Senior Wealth Manager

Jon Nguyen is a seasoned senior wealth manager who has been working in the securities industry since 2004. Since then, he’s been guiding clients with a disciplined, client-first approach to wealth management. He has completed advanced training through the Canadian Securities Institute (CSI).

A graduate of HEC Montréal, Jon holds a bachelor of business administration with a specialization in financial markets. He also holds the Chartered Investment Manager (CIM) designation, a respected credential awarded by the CSI.

As co-founder of Nguyen Beauregard Group, Jon is known for his dedication to helping clients navigate their financial needs with clarity and confidence.

Phone

514-426-2327 Phone number of Jon Nguyen Vu. This link opens your phone app.

BBA, CIM^®

Wealth Manager

Passionate about finance and known for his strong interpersonal skills, Alexandre-Benoît has extensive training in portfolio and wealth management. Active in the field since 2008, he’s a seasoned advisor who understands the financial needs and concerns of his clients.

He holds a bachelor of business administration from HEC Montréal and Université du Québec à Montréal, as well as the prestigious Chartered Investment Manager designation from the Canadian Securities Institute.

From the beginning, Alexandre-Benoît has been committed to sharing his expertise and acting as a trusted partner in helping clients reach their financial goals.

As co-founder of Groupe Nguyen Beauregard, he is dedicated to guiding clients through the financial landscape and preparing them for retirement.

Phone

514-426-1692 Phone number of Alexandre-Benoît Beauregard. This link opens your phone app.

MBA, CPA

Wealth Manager

Pierre-Olivier holds an MBA and is a Chartered Professional Accountant. He currently leads business development for Nguyen Beauregard Group. Prior to joining Desjardins in 2014, he spent over 14 years in senior management roles across the manufacturing and financial sectors.

A bilingual manager, he’s recognized for his people-first approach and active community involvement (through chambers of commerce, juries, and partnerships). His collaborative mindset and strong team spirit set him apart.

Committed to client satisfaction, Pierre-Olivier builds lasting relationships and approaches each mandate with rigour and openness to peer insight. A values-driven leader at heart, he’s well-positioned to ensure a smooth and thoughtful transition within our wealth management team.

LinkedIn profile  External link.

Phone

514-281-2368 Phone number of Pierre-Olivier Brunelle. This link opens your phone app.

MBA, LLB

Associate Wealth Management Advisor

Steve has worked in financial services since 2000. He’s a member of the Quebec Bar and holds an MBA from HEC Montréal. He joined Nguyen Beauregard Group in January 2015.

With a legal background, Steve has developed expertise in retirement planning and tax litigation. Over the years, he has contributed to the development of numerous financial plans that have benefited the full range of our clientele.

LinkedIn profile  External link.

Phone

514-426-5690 Phone number of Steve Stutz. This link opens your phone app.

BBA, F.Pl.

Associate Wealth Management Advisor

Daniel is passionate about business development and has a natural ability to build strong, trusting relationships. Over the years, he has built an impressive network of contacts.

Active in the financial services industry since 1999, Daniel has developed solid expertise, particularly in working with entrepreneurs. This experience has allowed him to specialize in business succession planning.

He holds a bachelor of business administration and a certificate in financial planning. As a certified financial planner, he’s registered with the Institute of Financial Planning. He also regularly updates his knowledge through ongoing training to stay current with industry trends. Daniel has a strong interest in economics and the stock market.

To fully pursue his passion and offer high-quality service, Daniel joined Nguyen Beauregard Group in September 2021.

Phone

514-281-2510 Phone number of Daniel Ferry. This link opens your phone app.

BBA

Associate Wealth Management Advisor

Natasha is an associate wealth management advisor who has worked in the financial industry since 2008. She joined Nguyen Beauregard Group in March 2025. She holds a bachelor of business administration from TÉLUQ (2012) and has completed training through the Canadian Securities Institute, including the Essentials of Wealth Management (WME^®) course.

Known for being attentive, proactive, and detail-oriented, Natasha is committed to delivering high-quality, personalized, and professional service. Her training has helped her build strong expertise in financial planning. Over the years, she has contributed to the development and ongoing review of numerous retirement plans. As the team’s communications lead, she brings her full range of skills to serve the group’s clients.

LinkedIn profile  External link.

Phone

450-377-2993 Phone number of Natasha Latour. This link opens your phone app.

BA

Wealth Management Assistant

Phone

514-426-1301 Phone number of Aliona Corcimari. This link opens your phone app.

BBA

Wealth Management Assistant

Phone

514-426-2430 Phone number of Caroline Antar. This link opens your phone app.