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Hue Nhan Wuong, CIM®, CPA, CGA

Portfolio Manager, Investment Advisor

T 514-876-0508

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Languages: French, English, Cantonese

Biography

  • Chartered Investment Manager (CIM®)
  • Chartered Professional Accountant (CPA, CGA) and financial security advisor1
  • 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.

  1. Through Desjardins Securities Financial Services Return to footnote 1 referrer

Nhan Wuong 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.

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

    Investment Assistant

    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
    Every day I go all out to ensure that your requests are handled promptly. You can always count on me.

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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