Picard, de Beaumont & Foley Wealth Partners of RBC Dominion Securities Inc. of RBC Dominion Securities Inc. undefined: undefined in Brossard, QC

Picard, de Beaumont & Foley Wealth Partners of RBC Dominion Securities

We leverage the power of collaboration and half a century of combined financial expertise to grow and preserve your wealth

Philippe de Beaumont, Steve Foley and Alexandre Picard-Hooper standing side by side in their office.

Our joint expertise is greater than the sum of its parts

The heart of Picard, de Beaumont & Foley Wealth Partners is collaboration. Leading with hard work, dedication, commitment, and passion, Alexandre Picard-Hooper, Philippe de Beaumont, and Steve Foley combine efforts with one another, with our best-in-class RBC partners, and with our clients to deliver sophisticated wealth solutions and advanced investment strategies to help you make the most of your wealth.

Alexandre Picard-Hooper

Senior Portfolio Manager & Wealth Advisor

Philippe de Beaumont

Senior Portfolio Manager & Wealth Advisor

Steve Foley

Portfolio Manager

Véronic Richard

Wealth Associate

Brigitte Gervais

Associate Wealth Advisor

Vincent Brunet

Associate Advisor

Linda Rivard

Associate

Jason Lefebvre

Client Experience Associate

James Neveu

Investment Associate

Samuel Fournier

Wealth Associate

Negina Abassi

Associate

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Investments

Diligently cultivating your capital

Following a diligent, carefully thought-out process aligned with our investment philosophy, our three portfolio managers collaborate to grow and protect your capital. We do so by following five tenets.

Build upon the utmost expertise

As a collective, we have lived through the ups and downs of markets and have seen every investing style in action. We bring all that experience and build upon it.

Stay curious

One can never master the markets; they are living, breathing things. That’s why we approach every portfolio decision with an open mind, curiosity, and humility.

Keep current

We are constantly researching and analyzing sectors and securities, meeting multiple times per day to critically discuss findings, so we can make strategic, informed choices.

Contextualize for your situation

Big or small, every investment decision we make on your behalf ties into your broader personal financial story.

Communicate in a timely manner

We are here to transparently discuss your investments on an as-needed basis, so you can know with confidence where your money is going – and why.

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Wealth

Managing your wealth, step by step

Devised to be thorough and comprehensive, our process-driven wealth management approach allows us to meet your needs, as they stand today and as they evolve over time. Catered to every individual client, it begins with five integral steps.

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Financial planning

Drafting a plan based on your priorities, your ambitions, and the realities of your financial situation is fundamental to all the work we do.

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Will and estate consultation

Always including your loved ones in our considerations, we coordinate a consultation with internal Will and estate specialists.

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Tax and retirement cash flow planning

To make the most of your income today and to make it last throughout your retirement, we put in place a tax-smart plan.

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Wealth transfer and protection planning

We identify and put into action a customized insurance strategy suited to your circumstances.

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Integrate banking solutions

To optimize every element of your financial management, we lean on internal partners to offer sophisticated credit and lending solutions at preferred rates.

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Who we serve

Specialty expertise for special requirements

Our team boasts extensive expertise in multiple areas of wealth. We apply these to maximize the long-term net worths of individuals and families, especially the following groups.

Entrepreneurs

With our team’s experience in the stock market – including working closely with CEOs and taking companies public through IPOs – there is truly no business matter we cannot advise on with the highest expertise, especially as it sits within the context of your full financial picture.

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Corporate leaders

By collaborating with our team, corporate executives and professional leaders gain sophisticated financial advice to maximize your compensation, in advance of and during retirement.

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Professional athletes

We help sports professionals make the most of high earnings constrained by undefined-yet-limited timespans, focusing on growth and protection.

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Healthcare professionals

Whether you own your practice or work in an institution, we help you make the most of your peak earning years, and ensure you’re well taken care of beyond them.