TEG asset management

About us

TEG Gestion de Patrimoine helps professionals, entrepreneurs and families strategically manage their financial future.

Thanks to a personalized, rigorous approach, we offer integrated services in portfolio management, financial and tax planning, as well as personal insurance solutions.
Our specialty? Helping people make the right decisions for their financial future, by providing clear, caring and expert guidance at every stage of their lives.
We act as a trusted partner at every stage of your financial journey – whether you want to grow your wealth, protect your assets or plan your retirement with peace of mind.
As a Mandeville private management firm, we have access to an open architecture that combines the best of public and private markets. This enables us to offer our customers exclusive investment opportunities usually reserved for large fortunes and institutions.

Our team

David Trudeau Elliott, F. Pl., CIM

Associate portfolio manager

David, a graduate of HEC Montréal, has built a solid reputation over the past 13 years thanks to his expertise in the financial sector. Passionate about financial planning, he is dedicated to becoming a strategic partner for his clients, particularly entrepreneurs and professionals, in achieving their financial goals. Its comprehensive range of services covers both global planning and portfolio management, while adapting to each individual’s specific needs.

In partnership with Mandeville Private Client Inc, David offers his clients privileged access to the entire stock market, as well as to numerous opportunities in the private sector. As a devoted husband and father, he understands the importance of financial security and long-term planning for families. His mission: to simplify the complexities of the financial world and guide his clients with clarity and confidence towards their goals, while offering tailor-made solutions to entrepreneurs and professionals.

Francis Bertrand, B.B.A., F. Pl.

Mutual fund representative
Financial security advisor *
Advisor in group insurance and group-annuity plans *

A graduate in business administration with a specialization in personal finance, Francis began his career in financial services in 2018. With ten years’ experience in the Canadian Armed Forces, he has developed exemplary discipline, constant rigor and solid leadership – qualities he now puts to good use for his customers.
Passionate about portfolio analysis and advanced financial strategies, Francis derives his greatest satisfaction from his clients’ success. Seeing them achieve their goals thanks to his sound advice is at the heart of his motivation.
Over the years, he has chosen to specialize in working with embedded professionals. To better meet their specific needs, he joined the TEGGP team at Mandeville Gestion Privée inc., giving them access to a broader, more personalized investment offering and competitive fees.

François Gagnon, CPA, F. Pl., CIM

Portfolio manager

After graduating from HEC Montréal in 1988, François joined KPMG, the largest firm of chartered accountants at the time. With this experience behind him, he went into business as a chartered accountant in 1990, before moving into the investment world in 1994.
For over 20 years, François has been helping people make the most of the financial world by making the right choices in terms of investments, taxation and personal finance.

Brigitte Filotto

Administrative Assistant

With over 30 years’ experience in customer service, Brigitte’s priority is to ensure that you receive exceptional service.
Her career path has enabled her to work with some of the largest general agents in Quebec and to touch on many different sectors (life insurance, investments, management and others).
Today, she is fortunate to work as an administrative assistant at TEGGP, where your satisfaction is her mission.

* Insurance products and services are offered by Mandeville advisors registered as life insurance agents through Mandeville Insurance Services Inc. and HUB Financial Inc. Your advisor will make sure you understand which entity you are dealing with for the products and services offered to you.