Portfolio Manager, Investment Advisor
T 418-335-3139
Languages: French, English
François is a dedicated leader who believes strongly in teamwork. His main responsibilities on the team are client relations and serving on the investment committee.
Excellence accreditation attests that the investment advisor'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 investment advisors who participate in a continuous development and improvement program.
To offer a full range of wealth management services
Our goal is to provide you with simple and effective investment solutions. We believe in a disciplined work ethic and outstanding client service, and wealth management is the core of what we do.
We care about providing expert advisory services and building strong client relationships.
We promise you a single point of contact with access to our full range of wealth management expertise. You’re in good hands with our team of experts, who always have your best interests at heart.
Our guiding principles:
Our goal is to protect and grow your money by limiting the risks associated with market fluctuations. That’s why we favour an asset allocation approach over stock picking.
We aim to outperform the risk-free rate and earn you a risk-adjusted return based on your investor profile (5-year GIC + %).*
*An investment objective is not a guarantee of performance.
When it comes to your money, we leave nothing to chance
Scheduled meetings for consistent follow-up
Regular wealth management meetings on:
* Some services may be provided by Desjardins Securities Financial Services Inc., Desjardins Financial Security, a caisse or an external professional working with your investment advisor.
Multiple ways to stay in touch:
Investment Advisor
T 819-357-5236 ext. 5031242
Languages: French, English
Sylvie knows the best way to serve her clients is to work as a team. She’s always ready to take on new challenges and always stays one step ahead. Her main responsibilities on the team are client relations and business development.
Investment Advisor
T 418-335-2808
Languages: French
His main responsibility on the team is client relations.
Portfolio Manager, Investment Advisor
T 418-335-3544
Languages: French
Stéphane is very involved in the community and never turns down an opportunity to share his expertise on investing or the economy. His main responsibilities on the team are client relations and serving on the investment committee.
Wealth Management Assistant
Languages:
300, Boulevard Frontenac Est
Suite 302
Thetford Mines (Québec)
G6G 7M8
418-335-2300 Toll-free : 1-800-471-2303Fax : 418-335-2600
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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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