Our Team

In a world that's constantly evolving, using the best tools is key. That's exactly what Groupe Saurel has to offer. We offer clients a turnkey wealth management service, putting our thoroughness, integrity and solid experience in the securities industry to work for them. We help them set goals and make decisions about their future.

  • Gregory Saurel B.Sc., CIM®

    Portfolio Manager, Wealth Manager

    • Bachelor's degree in economics from Université de Montréal
    • Chartered Investment Manager (CIM®)
    • Over 30 years of experience in investment management and insurance
    • Joined Desjardins Securities in 2007

    Drawing on his experience, Gregory plays a critical role in developing investment strategies, researching and analyzing securities to come up with the best recommendations for our clients. He’s a financial market and investment management enthusiast who is excellent at handling complex files.

  • Maxime Bédard CIWM, BBA, FCSI®, CIM®, RIAC

    Associate Wealth Management Advisor

    • Bachelor’s degree in business administration from HEC Montréal
    • Chartered Investment Manager (CIM®), Fellow of CSI (FCSI®)
    • Certified International Wealth Manager (CIWM)
    • RIAC certification from the Canadian Responsible Investment Association
    • More than seven years of experience in finance
    • Joined Desjardins Securities in 2019

    Maxime is always there for our clients and is thorough, proactive and efficient. He helps develop financial plans and investment strategies. He’s a financial market enthusiast who stays up-to-date in order to offer clients solutions that meet their needs.

  • Équipe de notaires

    Collaborators | Desjardins Wealth Management

    GENEVIÈVE FOREST

    Geneviève Forest is a notary and serves as a senior estate planning advisor at Desjardins Wealth Management.

     

    GENEVIÈVE D’AMOURS

    Geneviève D'Amours, who has been a notary since 2009, serves as a senior estate planning advisor at Desjardins Wealth Management.

     

    AMANDINE BOURILLON, D.S.N.

    Amandine Bourillon has completed studies in notarial law in both France and Quebec and is a senior estate planning advisor at Desjardins Wealth Management.

     

    ANDRÉ AUCLAIR

    André Auclair is a notary and serves as a senior estate planning advisor at Desjardins Wealth Management.

     

    CATHERINE BEAUCHAMP

    Catherine Beauchamp is a notary and is currently a team leader and senior estate planning advisor at Desjardins Wealth Management.

  • Vincent Sigouin-Marquis

    Financial Planner

    Collaborator | Desjardins Trust Inc.

    Vincent Sigouin-Marquis holds a bachelor's degree with a double major in applied economics and finance from HEC Montréal. He has held a number of roles within Desjardins. After completing his master's degree in taxation, he joined an accounting firm and refined his expertise by accepting tax consulting mandates and compliance projects. He's been working in the Financial Planning Services Department since 2022. He helps high-net-worth clients set up a clear plan that reflects their wishes and guides them towards their goals.

  • Alain Chevalier MBA, F. Pl

    Business Transfer Coach

    Collaborator | Desjardins Securities Inc.

    Alain Chevalier has over 45 years of experience in the banking industry. He has held different positions within companies involved in financial planning and advisory services.

    By drawing on a coaching approach, he has been able to give a human dimension to his financial planning knowledge, and he has supported more than 1,000 business owners reflect on and carry out their plans to transfer or sell their business. Positioning himself as a coach, he works to ensure that all parties involved can collaborate to achieve a common goal.

  • Équipe de conseillers principaux en fiscalité

    Collaborators | Wealth Management

    Jérôme Dostie-Bourgault

    A lawyer by trade for over 10 years, Jérôme specialized in international taxation with a global professional services firm. He quickly turned his attention to individuals facing challenges abroad—particularly in the United States—whether in business or not.

    Mathieu Pelletier

    Mathieu has a master's degree in taxation and has been working as a tax specialist since 2016 after many years as a financial planner at Desjardins. As a tax specialist, Mathieu has helped business owners with every aspect of their business journey, from the earliest stages to the end of their career, including the sale or transfer of their business.

    Stéphane Thibault

    Stéphane is a chartered professional accountant with a master's degree in tax law. Over the last 15 years, he's gained solid expertise in Canadian and Quebec taxation. He developed in-depth knowledge of tax rules for individuals and businesses, as well as investment, savings and retirement vehicles.

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