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Audrey Dufour, BBA, CFP®
Languages: French, English
BiographyMs. Dufour has a BA in business administration with a specialization in finance from Université de Sherbrooke, as well as a certificate in financial planning. She has also completed the Canadian Securities Course (Canadian Securities Institute).
With nearly 20 years of experience in financial services, Ms. Dufour started her career in 1997 as a financial planner and credit advisor. She joined Desjardins Group in 2003 and worked at Caisse populaire Desjardins de Farnham and Caisse Desjardins de Marieville-Rougemont. Thanks to her expertise and solid experience in financial planning, Ms. Dufour is able to provide support to clients in areas of financial planning, investment, retirement, taxation and estate planning.
Excellence accreditation attests that the investment advisor's services meet the highest standards of quality in order to offer you an unparalleled experience in meeting your financial needs. This distinction is awarded exclusively to Desjardins Securities investment advisors who participate in a continuous development and improvement program.
We will help you reach your financial goals by guiding you through every stage of your life, and by using a sound and rigorous wealth management strategy.
Our investment philosophy is based on a long-term vision. We exercise good judgment and extreme care when it comes to your portfolio composition. Managing your assets requires discipline and thoroughness, and we know that each dollar invested is valuable—that’s why preserving your capital remains our priority.
What sets us apart
We’re available and attentive to your needs and concerns so that we can respond to your inquiries and meet your wealth management needs.
We’re a team of investment advisors that can help you in every way we can and for many years to come.
All solid business relationships are built on trust. That’s why honesty is a priority in all of our communications with you.
We always give you the real picture. Transparency means communicating effectively with you.
Excellence is the key word when it comes to managing your assets. That’s why discipline and consistency are mandatory in our practices.
Our role is to ensure that you fully understand what we do and our recommendations. We also make sure that all your wealth management needs are met.
After reviewing your financial needs and goals, your assets will be managed using a comprehensive and evolving financial plan. The plan will include information related to retirement planning, business and asset transfers, tax and estate planning, tax optimization, and review of insurance coverageFootnote 1.
We’re committed to closely monitoring your portfolio and financial situation. We will help you grow, preserve and transfer your wealth.
Biographies of my colleagues
Dominic Morin, CPA, CGA
A graduate of the Université de Sherbrooke, Mr. Morin obtained his accounting licence as a CPA and CGA in 2000.
Before joining the Desjardins Securities team in 2001, he worked at an accounting firm and also as a financial analyst with the Centre d’aide aux entreprises in Granby.
Philippe Denicourt, BBA
The holder of a bachelor’s degree in business administration with a finance major from the Université de Sherbrooke, Mr. Denincourt has worked in the wealth management field for 10 years, including four years at Desjardins Securities.
An approach involving tactical allocation of asset classes and rigorous risk management lie at the heart of his investment strategy.
Ms. Paquette joined the Desjardins Securities team in 1997. Over the years, she has acquired extensive experience in the full-service brokerage field. She supports investment advisors in their everyday activities and handles account administration and customer service. With her skill and professionalism, she provides quick, efficient service.