Investment Advisor
T 450-671-7920
Languages: French, English
We are a eight-member team offering our services primarily in the Montreal and Montérégie areas. What sets us apart are our skills and our diversified and complementary experience, with a clear focus.
We manage more than $450 million in assets for professionals, businesspeople, farmers, management companies and individual retirees.
Although our approach is based on our values, expertise and philosophy, it remains flexible, with an emphasis on our clients’ personal goals.
We aim to provide our clients with full peace of mind regarding management of their wealth. To achieve this, we strive each day to fulfil their long-term financial goals, to remain transparent and to provide fast, precise service.
At all times, our team seeks to diversify your capital and minimize risk. We do not engage in speculation.
We attach great importance to a portfolio’s structure and its diversification. Good asset allocation is a decisive factor in performance, as many studies show. We take account of the tax rules governing financial products to minimize the tax impact.
We believe a stock portfolio’s performance depends largely on the quality of the corporate securities it contains. We therefore favour solid companies with obvious competitive advantages, strong earnings and above-average long-term growth.
We offer our clients a level of expertise matching the best in the industry as well as a flexible approach, aiming always for a balance between performance, low volatility, fee reduction and tax optimization.
If required by your file, we collaborate with the specialists you have selected (accountants, tax specialists, legal advisors and others), or we mandate specialists from Desjardins.
We offer compensation plans to fit your needs and reduce costs, based on a formula of traditional commissions and/or asset-based fees.
Investment Advisor
T 450-377-5565
Languages: French, English
Portfolio Manager, Investment Advisor
T 450-671-3133
Languages: French, English
Associate Advisor
T 450-377-4212
Languages: French, English
Associate Advisor
T 450-671-3730
Languages: French, English
Advisor Assistant
T 450-377-8536
Languages: French
Quartier DIX30 - Le Square
9120, boul. Leduc, bureau 205
Brossard (Québec)
J4Y 0L3
450-671-6788 Toll-free : 1-888-883-4588Fax : 450-671-6280
Route List of investment advisors
825, boulevard Monseigneur-Langlois
150 Suite
Salaberry-de-Valleyfield (Québec)
J6S 1B8
450-377-3595 Toll-free : 1-800-925-3053Fax : 450-377-3188
Route List of investment advisors