Alain Bergeron

Biography

Mr. Bergeron studied finance and has been an investment advisor for 25 years. He has worked with the Desjardins Movement for 21 years.

He seeks a client base of well-to-do families with more than $200,000 to invest who feel a need for guidance in investment matters.

Mission

• Achieving the highest possible return while maintaining a risk level consistent with each client's goals.
• Earning my clients' confidence so as to be at the centre of their financial decision-making.

Investment Philosophy

• Simple step
• Determining weightings with each client
• Questionnaire
• Listening carefully
• Full review to make sure I have accurately assessed each client's needs

What sets us apart

• I educate my clients too help give them a better understandinf of their investments and to help make informed choices for meeting their goals.
• I am committed to long-term relationships.

Values

• I pay close attention to my clients.
• For my clients, the simpler and more understandable something becomes, the easier it is to earn their confidence.

Service Offer

• Responding to clients' needs and listening carefully to get a clear idea of what they're looking for.
• Involving my clients in decision-making when investments are being selected to remain in line with their risk level.