Hue Nhan Wuong, CIM®, CPA
Portfolio Manager, Senior Wealth Manager
T 514-876-0508
Languages: French, English, Cantonese
Biography
- Chartered Investment Manager (CIM®)
- Chartered Professional Accountant (CPA) and financial security advisorFootnote 1
- A graduate of HEC Montréal
- Has worked in the financial services sector since 1992
- Expertise: investment, compliance, management, business development
- Excellent listening skills, analytical and rigorous
I listen closely to your concerns and ensure that your personalized plan is in line with your objectives by giving you the best advice to meet your changing needs.
- Through Desjardins Securities Financial Services
Nhan Wuong Team
Mission
WE TAKE THE TIME TO GET TO KNOW YOU
To really get to know you, so that we’re able to provide the best possible advice and meet all your expectations as we help you manage your family assets through every stage of your life.
You have your own personal dreams, goals and expectations, which will change over time along with your needs.
As experts in family wealth management, we’re here to ease your financial concerns and give you peace of mind.
What sets us apart
Developing a partnership of trust, based on authentic human relationships, because we regard each client as unique, with a special history.
Values
- Trust
- Integrity
- Respect
- Rigour
- Transparency
Service Offer
- Financial planning, in collaboration with Desjardins Securities Financial Services
- Portfolio management
- Continuous guidance
Biographies of my colleagues
-
Judith Lemay, F. Pl
Wealth Management Associate
T 514-876-0505
Languages: French, English
- Certified Financial Planner (CFP®)
- Has worked at Desjardins since 1985
- Expertise: financial planning and income solutions, taxation, administration, customer service
- Capable, organized, dependable, proactive
Location
Desjardins Securities at Place Ville Marie
1 Place Ville Marie
Suite 1970
Montréal (Québec)
H3B 0E8
514-876-1441 Toll-free : 1-866-876-1441Fax : 514-876-1106
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