Portfolio Manager, Investment Advisor
T 819-477-7143 ext. 5042008
Finance has been a part of David’s life ever since he was little! As soon as he graduated from HEC, he started working with his father at Desjardins Securities, eventually taking the reins.
David’s very analytical. He’s always on the lookout for new trends and winning investment opportunities.
Thanks to David’s ability to explain investments and securities in easy-to-understand terms, he’s able to help his clients get a clearer picture.
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’re committed to taking care of you and your needs!
Known for our expertise and courtesy, we can help you manage your family assets and give advice for growing your wealth.
Our specialty is providing guidance and advice for mass-affluent and high-net-worth business clients and their families, with a minimum of $500,000 to invest.
You’re a one-of-a-kind person with one-of-a-kind plans!
Our goal is to offer you personalized service and advice so you can reach all your goals.
Our investment philosophy is aimed at protecting and growing your capital, while minimizing risk, so you can achieve long-term results.
By using a rational and disciplined philosophy, we’re able to make sure your investments stay on track, no matter what happens.
We firmly believe that integrity, professionalism and compliance with regulatory and industry standards are key to establishing lasting business relationships that are built on respect and trust.
Our service offer revolves around our top priority, which is ensuring your peace of mind!
After analyzing your needs and determining your investor profile, we’ll develop a plan that includes investment management, tax optimization, retirement and estate planning, and wealth transfer—all based on your goals and needs.
We’re committed to monitoring your portfolio and financial situation closely, so we can adjust our strategy if needed.
We strive to provide you with guidance and advice at every stage of life, because we believe that sound advice is the key to success!
T 450-223-1953 ext. 5092023
Driven by a strong desire to help others, Catherine studied psychology while earning a bachelor’s degree.
Catherine is an excellent listener who’s committed to understanding her clients, their dreams and their concerns.
When you work with Catherine, you immediately feel at ease knowing you’re in capable hands.
T 819-477-7036 ext. 5042003
Johanne is always eager to learn more about finance. She strives to find the best solutions possible for advisors and their clients.
Organized and trustworthy, Johanne provides timely and effective customer service and operations management for her team.
T 819-471-2002 ext. 5042002
With her keen head for numbers and a desire to learn more about politics and economics, Sara focused on macroeconomics in university. While working towards her bachelor’s degree, she discovered her passion for finance.
Thanks to Sara’s sympathetic and methodical personality, she’s able to ensure you have the best client experience.