Barbara Beugger, MBA, CIM^®, F. Pl

Portfolio Manager, Wealth Manager

T 450-223-1302

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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

Stéphane Brennan, B.Sc., CIM^®, F. Pl

Portfolio Manager, Senior Wealth Manager

T 450-223-1344

Languages: French, English

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- 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
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Nicolas Racicot, M. Sc., BBA, CIM^®, F. Pl

Wealth Manager

T 450-223-1381

Languages: French, English
- Bachelor's degree in business administration from Université de Sherbrooke (BBA)
- Master's degree in finance from Université de Sherbrooke (MSc)
- Financial Planner designation (Pl. Fin.) from the Institut québécois de la planification financière (IQPF)
- Chartered Investment Manager (CIM®)
- IIROC options license
Nicolas has more than 10 years of experience in the fields of finance and securities.
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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.
Marie-Pierre Voghel,

Wealth Management Assistant

T 450-223-1004

Languages: French
- More than 20 years of experience in client services, including 13 at Desjardins
- Joined Brennan Beugger Group in 2016
Marie-Pierre supports the team's wealth managers in their day-to-day activities and prepares files for client meetings. Her responsibilities also include marketing and event coordination.

As someone who is known for being thorough, highly professional, methodical and discreet, Marie-Pierre has earned the respect of her colleagues and our clients.