Barbara Beugger, MBA, CIM®, F. Pl
Portfolio Manager, Wealth Manager
T 450-223-1302
Languages: German, French, English
Biography
- Master's degree in business administration
- Financial Planner designation (Pl. Fin.) from the Institut québécois de la planification financière (IQPF)
- Chartered Investment Manager (CIM®)
- IIROC options license
- Six-time winner of the Podium Plus trophy (Richelieu-Yamaska region) and three-time winner of the Desjardins gold pin for being one of Desjardins’s top financial planners in Quebec.
Barbara has more than 30 years of experience at Desjardins, having spent the last 22 as a financial planner.
Brennan Beugger Group
We know just how important your capital is. That’s why we offer personalized investment strategies that reflect your needs and expectations.
We'll start by carefully considering your personal, business and financial situation to find solutions and strategies that are right for you.
Then we'll periodically review your assets and make adjustments as needed.
You can count on us to collaborate with any accountants, lawyers, tax experts or other specialists you deal with.
Mission
With a comprehensive approach to wealth management, we strive to help our clients achieve their financial goals.
Investment Philosophy
The professionals at Brennan Beugger Group are committed to forging long-term business relationships and providing personalized service by:
- Determining each client's investor profile, needs and goals
- Presenting sound investment strategies and establishing portfolios
- Monitoring portfolio performance, assessing results and gauging client satisfaction
What sets us apart
- Brennan Beugger Group is known for its commitment to value and attention to detail
- Each of our team members aim for transparency about all transactions, results, fees and communication
- Our clients recognize our exceptional stability and loyal service
Values
Honesty, integrity, transparency, environmental responsibility and professionalism.
Service Offer
A COMPREHENSIVE OFFER TAILORED TO YOUR NEEDS
Enjoy customized support and services that are designed to meet all of your wealth management needs when they arise.
- Financial and retirement planning
- Investments
- Estate planning
- Taxation
- Wealth protection
- Financing and banking solutions
Biographies of my colleagues
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Stéphane Brennan, B.Sc., CIM®, F. Pl
Portfolio Manager, Senior Wealth Manager
T 450-223-1344
Languages: French, English
- Bachelor’s degree in administration from HEC Montréal (B.Sc.)
- Financial Planner designation (Pl. Fin.) from the Institut québécois de la planification financière (IQPF)
- Chartered Investment Manager (CIM®)
- IIROC options license
- Recipient of the Victor-Dumais trophy awarded by the Chambre de la sécurité financière for promoting the profession at the regional level (2003)
Stéphane has more than 23 years of experience in finance, including 18 years in the securities field.
Community involvement
- Board chair at École professionnelle de Saint-Hyacinthe (since 2010)
- Board member at the Centre de service scolaire de Saint-Hyacinthe, serving as the Community Representative – Finance Sector (since 2021)
-
Mylène Vézina,
Wealth Management Associate
T 450-223-1449
Languages: French
- More than 20 years of experience serving clients across the Desjardins network
- Joined Brennan Beugger Group in 2011
- Successfully completed the Canadian Securities Course
Mylène supports the team's wealth managers in their day-to-day activities by following up on all operational matters. She's known for providing in-depth technical expertise and impeccable customer service.
In addition, she's an invaluable mentor for her peers thanks to her professionalism and dedication.
Locations
Desjardins Securities at Saint-Hyacinthe
1395, Daniel-Johnson East Street
Suite 201
Saint-Hyacinthe (Québec)
J2S 7Y6
450-223-1673 Toll-free : 1-888-313-6150Fax : 450-223-1677
Route List of wealth managersDesjardins Securities at Sorel-Tracy
385, Poliquin Blvd.
Sorel (Québec)
J3P 5N6
450-742-8471 Toll-free : 1-866-441-8471Fax : 450-742-1439
Route List of wealth managers