Our joint expertise is greater than the sum of its parts
Based in Brossard, QC, Picard, de Beaumont & Foley Wealth Partners brings 50+ years of combined financial expertise to help families and business owners across the South Shore and Greater Montreal grow and preserve their wealth. 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
Philippe de Beaumont
Steve Foley
Véronic Richard
Brigitte Gervais
Vincent Brunet
Jason Lefebvre
James Neveu
Samuel Fournier
Negina Abassi
Elsa Morin
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.
Draw on deep market 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 about markets
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 with research
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 investments to your goals
Big or small, every investment decision we make on your behalf ties into your broader personal financial story.
Communicate transparently
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.
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.
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.
Will and estate consultation
Always including your loved ones in our considerations, we coordinate a consultation with internal Will and estate specialists.
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.
Wealth transfer and protection planning
We identify and put into action a customized insurance strategy suited to your circumstances.
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.
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.
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.
Professional athletes
We help sports professionals make the most of high earnings constrained by undefined-yet-limited timespans, focusing on growth and protection.
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.
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Frequently Asked Questions
Alexandre Picard-Hooper, CFA, Philippe de Beaumont, and Steve Foley, CFA, are Senior Portfolio Managers & Wealth Advisors with 50+ years of combined experience, based in Brossard, QC. They are supported by Associate Advisors Véronic Richard, Pl. Fin., and Vincent Brunet, Pl. Fin., D. Fisc. along with a dedicated client experience team.
The team offers investment management, financial planning, will and estate consultation, tax and retirement cash flow planning, wealth transfer and protection, and integrated banking solutions. Each service is tailored to the individual client's circumstances and goals, with co-ordinated support from RBC specialists.
The team is located at 2000 Rue de l'Éclipse, 6th floor, Brossard, QC, J4Z 0S2, serving clients across the South Shore and Greater Montreal. Appointments can be arranged by calling 450-656-3025 or emailing picarddebeaumontfoleygp@rbc.com.
The team specializes in serving entrepreneurs, corporate leaders, professional athletes, and healthcare professionals across Brossard, the South Shore, and the Greater Montreal area. Their expertise includes IPO-stage wealth planning, executive compensation strategy, and multi-generational wealth transfer.
Three portfolio managers collaborate to grow and protect client capital through five tenets: building on expertise, staying curious, keeping current, contextualizing for each client's situation, and communicating transparently. Every investment decision ties into the client's broader personal financial story.
Alexandre Picard-Hooper holds the Chartered Financial Analyst (CFA) designation, earned in 2014. Steve Foley is also a CFA charterholder. Philippe de Beaumont holds the Chartered Investment Managers (CIM) designation and the certified financial planner license Pl. fin that he earned with l’Institut Québécois de la planification financière (IQPF) in 2012. The team operates as part of RBC Dominion Securities, Canada's leading full-service investment firm.
Contact the team by phone at 450-656-3025 or email at picarddebeaumontfoleygp@rbc.com to schedule an initial consultation. The team will take the time to understand your financial situation, goals, and risk tolerance before developing a personalized wealth management strategy.
Yes, the team's advisors are registered with the Canadian Investment Regulatory Organization (CIRO) and operate as part of RBC Dominion Securities Inc., Canada's leading full-service investment and wealth management firm. Client accounts are protected by the Canadian Investor Protection Fund.
Let’s work together to make the most of your wealth
Whatever your financial requirements, challenges, opportunities, and goals, our team has the experience and expertise to help you maximize them.
Email:picarddebeaumontfoleygp@rbc.com
Phone:450-656-3025