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Éric Dupont, BBA

Investment Advisor

T 819-357-5220 ext. 5031235

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Languages: French

Biography

Mr. Dupont, the holder of a bachelor's degree in business administration from the Université du Québec à Trois-Rivières, has worked in the financial field since 1994. He is with Desjardins Securities since 2004.

Legault-Dupont 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.

Our clientele consists of affluent families, businesspeople, professionals and retirees. We appeal both to individuals and to businesses.

Mission

Guiding you and your family in the pursuit of your financial goals.

Investment Philosophy

Optimization of portfolios to mitigate the adverse effects of fluctuations. Diversification by asset class (fixed-income and growth securities), geographic area and business sector.

Top-down approach (macroeconomic) and asset allocation maintained over the long term with discipline and rigour. Periodic portfolio rebalancing.

In the portfolio, we include index securities and investment funds (trust and corporate class). These products provide for a presence in all local and foreign markets.

What sets us apart

Full handling of the management of your wealth. Guiding you in every aspect of wealth management:

Values

Our values guide you. You can count on our attentiveness, our respect and our integrity.

Service Offer

The Legault Dupont Team offers you full handling in managing your wealth to provide you with an informed view and better planning of the projects that are important to you. We also work in close partnership with experts such as accountants, financial planners, notaries, insurers, tax specialists and others.

  1. Through Desjardins Securities Financial Services or the Caisse network. Return to footnote 1 referrer

Biographies of my colleagues

  • Julie Legault, BBA

    Investment Advisor

    T 819-357-5220 ext. 5031228

    Languages: French

    Linkedin

    Ms. Legault, who holds a bachelor's degree in business administration from HEC Montréal, is a cheerful, energetic and determined person who seeks to enhance your prosperity. She has extensive experience in the financial field and has worked at Desjardins Securities since 1993.

Location

Desjardins Securities at Victoriaville

1100, boul. Jutras Est
Suite 101
Victoriaville (Québec) G6S 0M1

819-357-5220 Toll-free : 1-800-465-5522Fax : 819-357-5274

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