Print

Dominic Morin, CPA, CGA

Investment Advisor

T 450-777-8612

Languages: French

Biography

  • Member of the CPA and CGA orders
  • Bachelor’s degree in Business Administration (accounting option) from the University of Sherbrooke
  • Canadian Securities course and Wealth Management Essentials course

Before joining Desjardins Securities in 2001, Dominic worked at an accounting firm and also as a financial analyst at the Centre d’aide aux entreprises in Granby.

With his academic background and vast experience in accounting, Dominic provides comprehensive wealth management support to all of his clients.

 

Areas of expertise

  • Accounting
  • Extensive experience helping individuals and business owners analyze their needs and develop service offers

Morin-Dufour-Denicourt Team accréditation excellence

Excellence Accreditation

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.

The advisors on our team have backgrounds and expertise in the complementary fields of accounting, financial planning and portfolio management.

We each have more than 20 years of experience in the financial sector, and we’re ready to provide the support you need through the different stages of your life.

 

“Coming together is a beginning; keeping together is progress;

working together is success” 

— Henry Ford

Mission

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.

Investment Philosophy

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.

Values

Honesty

All solid business relationships are built on trust. That’s why honesty is a priority in all of our communications with you.

Transparency

We always give you the real picture. Transparency means communicating effectively with you.

Thoroughness

Excellence is the key word when it comes to managing your assets. That’s why discipline and consistency are mandatory in our practices.

Availability

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.

Service Offer

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 coverage1.

We’re committed to closely monitoring your portfolio and financial situation. We will help you grow, preserve and transfer your wealth.

  1. Provided by Desjardins Securities Financial Services Inc., the caisse network or an external professional. Return to footnote 1 referrer

Biographies of my colleagues

  • Audrey Dufour, BBA, F. Pl

    Investment Advisor

    T 450-777-8656

    Languages: French, English

    • Bachelor's degree in Business Administration
    • Certificate in financial planning
    • Canadian Securities course and Wealth Management Essentials course

    With more than 20 years of experience in financial services, Audrey 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. Audrey uses her expertise and extensive experience to support clients in all areas of financial planning, including investment, retirement, taxation and estate planning.

    Areas of expertise

    • Advisory services for individuals and business owners
    • Development of highly personalized integrated service offers
  • Philippe Denicourt, BBA, CIM®

    Investment Advisor

    T 450-777-8019

    Languages: French

    • Bachelor’s degree in Business Administration (finance option) from the University of Sherbrooke
    • Canadian Securities course and Wealth Management Essentials course
    • Investment Manager course

    Philippe began his career with Desjardins Group in 2004 and joined Desjardins Securities in 2010. His academic training and wide-ranging experience in portfolio management give him a clear, critical view of the capital markets. Philippe is an excellent communicator who can explain complex ideas in simple terms. He provides clients with valuable advice and guides them toward sound portfolio management.

     Areas of expertise

    • Investment management and strategies based on changing market conditions
    • Comprehensive assessment of each client’s financial situation
  • Julie Paquette,

    Investment Assistant

    T 450-777-1287

    Languages: French

    • Canadian Securities course and Conduct and Practices Handbook course

    With more than 20 years of experience at Desjardins Securities, Julie Paquette provides valuable support to the entire Morin-Dufour-Denicourt Team. She also provides efficient, friendly service to our clients.

    Areas of expertise

    • Extensive knowledge of transaction and follow-up tools
    • Rigorous application of procedures

Location

Desjardins Securities at Granby

450 rue Principale
Suite 100
Granby (Québec) J2G 2X1

450-777-8004 Toll-free : 1-800-830-8004Fax : 450-777-0783

Route List of investment advisors
Back to top