- Working in the financial field since 1997
- With Desjardins Securities since 2004
Supported by a business relationship based on trust and transparency, we offer personalized investment solutions adapted to YOUR situation.
We believe a portfolio’s effectiveness depends as much on the asset allocation as the selection of securities that make it up.
Plus, by adapting the allocation to your profile, it helps control risk while reducing volatility.
What sets us apart
Our thorough analysis of your situation and goals allows us to maximize the effectiveness of your portfolio and establish tax-efficient strategies.
- Respect: no matter what your goals are, we respect them and work with you to achieve them
- Simplicity: we help you understand finance better by using clear explanations and plain language
- Personalized management: investment strategy adapted to your situation
- Tailored solutions
- Desjardins Securities discretionary management
- Retirement income projections
- Financial and estate planning*
- Life insurance
*Services offered through Desjardins Securities Financial Services