Languages: French, English
Mr. Joseph holds a bachelor's degree in economics from the Université de Sherbrooke and has also taken the Canadian Securities Institute's courses in securities, financial planning and derivatives fundamentals, as well as the conduct and practices course.
He has experience as an investment advisor with Groupe Option Retraite (2000-2005) and has worked at Desjardins Securities since 2006.
For the Joseph/Nadeau team, a goal without a plan is just a wish. So we create viable, long-term financial plans that will help you achieve your goals. We put individual strengths and expertise to work for each client; client relations and communications, economics, taxation, service strategy and, of course, securities.
To pave the way to a successful financial future for you and your family.
Our investment management strategy aims to maximize the long term gain of your portfolio, both financially and fiscally, always in accordance with your investors profile.
Our strategic and structured approach avoids all the emotions related to the short term market fluctuations to enable us to rather concentrate on the long term value of your investments.
Our structure enables us to work closely with different teams of experts, which also gives us more time to provide you with the professional and personal investment approach you expect.
Our access to an ever-expanding network means we can handle all of your needs. And not just the seven aspects of financial planningFootnote 1 either, but any support or guidance you might need with other industry professionals, including tax experts, accountants, notaries, lawyers, real estate agents.
We’re also your point of entry to a full range of services from Desjardins Group, the leading cooperative financial group in Canada. Desjardins has the all the products and services you need for successful wealth management.
Languages: French, English
Mr. Nadeau holds a bachelor’s degree in finance from the Université de Sherbrooke and is an IQPF-accredited certified financial planner. He puts his background and training to work analyzing every aspect of a client’s financial situation before developing a personalized action plan and consulting specialists, when needed.
Mr. Nadeau has also completed two graduate diploma programs in transformation management from Université Laval. The programs are focused on leadership, strategy and communication.
Mr. Nadeau brings 14 years of experience in finance and investment to the Joseph/Nadeau team and his role as an investment advisor.
Prior to joining Desjardins Securities, he spent six years as a business development manager in the Desjardins caisse network, and six years as a financial planner and speaker.
Mr. Nadeau handles client needs with a comprehensive, straightforward and personal approach. His goal is to build solid and trusting relationships with his clients so he is the first person they turn to for financial advice.