Yannick Grégoire, FCSI®, CIM®
Portfolio Manager, Wealth Manager
T 514-281-3066
Languages: French, English
Biography
- Chartered Investment Manager (CIM®)
- Fellow of the CSI (FCSI®), one of the most prestigious titles in the industry
- Has worked in the brokerage sector since 1999
- Expertise: economy monitoring and risk management
- Pragmatic, rational and efficient
I closely monitor events that impact the global economy. This information is very useful to me in managing possible risks associated with your portfolio.
Yannick Grégoire Team
The Yannick Grégoire Team offers comprehensive wealth management services that go well beyond your financial needs. We specialize in managing family assets. Our goal is to reduce your financial concerns so you can have peace of mind. You have dreams for the future, and we want to make sure you're able to reach them.
A dedicated team that will listen to your specific needs to preserve and grow your personal and family wealth.
Mission
Help you reach your financial and life goals and bring you peace of mind.
Investment Philosophy
Our primary focus is risk management. We look for the best possible return according to your portfolio's risk level. We use quantitative and technical analysis tools to identify undervalued securities to ensure you'll hold them until they reach their full value.
What sets us apart
We're passionate about the capital markets and we really care about people. Our goal is to build long-term relationships based on trust with our clients. We'll handle every aspect of your financial situation in a proactive manner. Whether you're a business owner, a professional or a retiree, the Yannick Grégoire Team will provide you with personalized support that's tailored to your goals and lifestyle.
Our approach to wealth management is based on sound investment management. We'll find great investment opportunities for you and reduce your financial stress.
We're also actively involved in our community, having been an ambassador of the Montreal Canadiens Children's Foundation since 2016. The Foundation supports organizations that encourage physical activity and the adoption of a healthy lifestyle among underprivileged youth.
Values
Our services are based on listening, respect and transparency - 3 values we believe are essential in order to build a relationship based on trust.
Service Offer
We have access to a variety of accounts and investment products.
Our comprehensive services cover every aspect of your financial situation:
- Financial and retirement planning
- Investing
- Estate planning
- Taxation
- Wealth protection*
- Financing and banking solutions
Depending on your investor profile, we'll take the time to study your goals and expectations in order to:
- Protect your wealth through careful management
- Find solutions that meet your specific needs
- Provide more than transactional investment solutions
- Maximize the tax efficiency of your investments
- Work with a team of external and internal experts such as notaries, accountants, tax specialists, lawyers and financial planners to make sure you have the support you need
- Manage your finances
Location
Desjardins Securities at Place Ville Marie
1 Place Ville Marie
Suite 1970
Montréal (Québec)
H3B 0E8
514-876-1441 Toll-free : 1-866-876-1441Fax : 514-876-1106
Route List of wealth managers