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 equity firm, we have access to an open architecture that combines the best of the 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, Pl. Fin., CIM

Assistant asset 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.

Marc Borboudakis

Associate Investment Advisor

Marc is a graduate of the renowned John Molson School of Business, and over the course of his career has built a solid reputation for building lasting, trusting relationships. Passionate about financial markets from an early age, he applies his expertise to the strategic growth of his clients’ wealth.
With 14 years at TD Direct Investing and a further 10 years at CIBC Wood Gundy, he has accompanied a varied clientele with rigor, analytical sense and discernment, while navigating through different economic cycles.
Today, Marc contributes his experience to David Trudeau Elliott’s team at Mandeville. He contributes to enhancing excellence in portfolio management and actively participates in offering an integrated, modern and highly personalized approach.
A committed, customer-focused advisor, Marc helps individuals and families achieve their long-term financial goals. His approach is based on in-depth financial analysis and the design of customized strategies, integrating budget planning, tax optimization and risk management.
Driven by a desire to pass on his knowledge and empower the people he accompanies, Marc positions himself first and foremost as a trusted partner. His goal: to offer clarity, confidence and control when it comes to financial decisions, so that everyone can build a solid, structured future aligned with their priorities.

François Gagnon, CPA Pl.Fin CIM

After graduating from HEC Montréal in 1988, François Gagnon joined KPMG, the largest firm of chartered accountants at the time. Building on this experience, he went into business as a chartered accountant in 1990, before specializing in financial planning in 1994.
For over 20 years, François has been helping people make the most of the financial world by making the right choices when it comes to investments, taxation and personal finance.

Geneviève Bérubé

Financial security advisor

Duly certified with the Autorité des marchés financiers, she assists families, self-employed workers and businesses in implementing financial strategies tailored to their reality. Her role is to help them better structure their financial situation, and evaluate appropriate savings, investment and protection solutions, particularly in the face of eventualities such as death, illness or disability.
Her approach is based on understanding needs, listening and analyzing each situation. She takes the time to clarify the issues, explain the various options and propose objective, structured strategies, so that each person can make informed decisions to achieve their personal and professional goals.
It favors a transparent relationship based on trust, in a spirit of responsible and professional support.

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 La Financière S_entiel inc.
Your advisor will make sure you understand which entity you are dealing with for the products and services offered to you.