Languages: French, English
Mr. Arsenault has an in-depth knowledge of finances and securities. His education in a hockey sports-study program in the Quebec Major Junior Hockey League instilled in him the values he now applies in his professional work: discipline, rigour and organization.
Excellence accreditation attests that the wealth manager's practice meets 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 wealth managers who participate in a continuous development and improvement program.
Becoming the primary manager of our clients’ wealth.
We advocate a long-term approach with a focus on capital diversification and tax optimization. Our goal is to make sure we understand your needs clearly. We will be your point of reference in an increasingly complex financial world.
We are convinced that diversification of capital is fundamental. As such, we take a long-term view and are on the lookout for undervalued leaders.
In addition, our multi-manager principle enhances the diversification of our portfolios. We attempt to meet the goals that have been set while reducing overall risk and reducing the tax impact.
The investment world is in constant flux, and tax harmonization is becoming more complex. This makes it very easy to get lost, which is why you need our team of multidisciplinary experts to guide you.
Our comprehensive approach will help you maximize your overall wealth management, and your risk will be reduced by our multi-manager philosophy.
Attentiveness forms the basis of any sound advice. This is why assessing your own needs will guide our recommendations for fulfilling your personal goals.
Listening: We favour quality service based on attentiveness to give us a clear understanding of your motivations and your personal goals.
Understanding: You are important to us. You will be understood and will understand the advice provided. That way, you will feel you are being guided along the way.
Expertise: With a unique combination of experience, knowledge and know-how, we make sure to offer the best of ourselves in meeting your needs.
Discretion: We pay particular attention to maintaining the confidentiality of the information provided by our clients.
Ethics: Five factors reflect our work ethic: integrity, sense of responsibility, emphasis on quality, discipline and teamwork. That is our commitment to you.
Trust: Our aim is to learn to know you so that we can understand you more clearly and build a long-term relationship. This lets you move forward with full peace of mind, knowing that your needs are shared.
Management of your wealth includes various aspects, with investment as one of the pillars. Your wealth management plan includes financial, tax and estateFootnote 1 planning, retirement projection, your investment plan and your insuranceFootnote 1, as well as philanthropy, if necessary.
This is why we favour a comprehensive view of your assets, reflected in recommendations and oversight that fit in perfectly with our action plan.
Portfolio Manager, Senior Wealth Manager
Languages: French, English
As a portfolio manager and financial planner, Mr. Gagnon offers his clients a comprehensive overview of their financial situation and recommends the best course of action. Thanks to his vast experience, Mr. Gagnon’s clients know they can expect to receive exceptional service and advice.
He serves as an independent expert for a number of retirement fund committees. He’s also heavily involved in the community, most notably as chairman of the Fondation Pierre-Luc Dubois.
Associate Wealth Management Advisor
Mélanie Tapp has a lively and methodical mind. She is attentive to clients and analyzes their financial positions to provide them with effective made-to-measure action plans.
Marie-Hélène’s expertise in wealth management is a real asset to our team and the services we provide. She knows the value of personalized service and tailors the financial planning process to each client. Known for her attention to detail and analytical skills, she excels at helping clients make informed decisions.
Assistant Wealth Management Advisor
Pier-Luc is passionate about the financial markets. He joined the team in September 2021 and is actively working to develop investment and portfolio modelling strategies. In addition to tracking the financial markets and economy, Pier-Luc helps research, analyze and manage risks. His knack for capital allocation makes him a major asset for the investment committee.
Wealth Management Assistant
Isabelle provides excellent customer service by listening to the needs of our clients. Her organizational and planning skills make her a valuable part of the team.
180 des Gouverneurs
Rimouski (Québec) G5L 8G1
418-721-2668 Toll-free : 1-888-833-8133Fax : 418-721-5617Route List of wealth managers