Hugo Serli, BBA, CIM^®

Wealth Manager

T 1-800-335-0929 ext. 5042009

Languages: French

Biography

Hugo has been with Desjardins Securities since 1997. He works primarily with semi-retired and retired clients, as well as business owners.

As a lifelong learner, he has completed the following courses and programs over the years:

Bachelor’s degree in business administration from Université Laval
Chartered Investment Manager (CIM®)
Portfolio Management Techniques course from the Canadian Securities Institute
Investment Management Techniques course from the Canadian Securities Institute
Financial Planning course from the Canadian Securities Institute
Options Supervisors course from the Canadian Securities Institute
Derivatives Fundamentals and Options Licensing course from the Canadian Securities Institute
Best Practices training
Best Business Practices training
Recipient of the "Broker of Distinction" award on several occasions

Hugo Serli Team

Mission

Aiming for excellence in investment management through complete financial planning, with full respect and understanding of your situation and of your financial and personal goals.

Investment Philosophy

Styles: Value and growth at reasonable prices.

Strategies aiming for income stability through capital diversification.

What sets us apart

Providing complete wealth management to ensure retirement with full peace of mind for families and high-quality service.

Values

Attentiveness
Availability
Integrity
Transparency

Service Offer

Our entire business process is designed to fit your personal and family situation. Your expectations are what determine the solutions we apply.

Data gathering

We review with you a list of your plans and priorities. We determine your investor profile and your risk tolerance.

Advanced financial planning^{Footnote 1}

To obtain an overall view, we examine every aspect of your financial life: retirement, taxation, investment, insurance and succession.

Portfolio building

In light of the information collected, we develop a portfolio model, which we submit for your approval.

Management and follow-up

On a regular basis, we inform you of changes in your investment and make the required adjustments.

Notes

Through Desjardins Securities Financial Services or the Caisse network.

Biographies of my colleagues

Marie-Claude Labrecque,

Wealth Management Assistant

T 819-477-7100 ext. 5031225

Languages: French

Marie-Claude has been with Desjardins Securities for many years. She stands out for her business knowledge, her collaborative work approach with advisors and colleagues, her client relationships and her dedication to her job.

As an assistant to advisors, Marie-Claude offers administrative support and puts customer service at the heart of everything she does. Her methodical work approach and team spirit make her an asset to the team.
Ghislaine Couture,

Wealth Management Associate

T 819-477-7053

Languages: French, English

Ghislaine Couture has been working in finance since 1986 and has a Diploma of College Studies in administration and training as a legal secretary. She has been a wealth management associate since 2000,

and has completed the CSI's Canadian Securities Course and Conduct and Practices Handbook Course.

Ghislaine's years of experience in the financial sector are an asset for the team.