Portfolio Manager, Investment Advisor
Languages: French, English, Cantonese
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.
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.
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.
Developing a partnership of trust, based on authentic human relationships, because we regard each client as unique, with a special history.
Languages: French, English