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Hugo Serli, BBA

Investment Advisor

T 1-800-335-0929 ext. 5042009

Languages: French

Biography

Mr. Serli holds a bachelor’s degree in business administration from Université Laval and has 17 years’ experience at Desjardins Securities.

He has completed the following Canadian Securities Institute courses: Conduct and Practices Handbook Course, Financial Planning, and Options Supervisors Course. Mr. Serli also took the Derivatives Best Practices Course in 2007. 

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 planning1

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.

  1. Through Desjardins Securities Financial Services or the Caisse network. Return to footnote 1 referrer

Biographies of my colleagues

  • Marie-Ève René,

    Associate Advisor

    T 819-477-7100 ext. 5042015

    Languages: French

    Ms. René holds certificates in financial planning and in marketing. She has been with the Mouvement Desjardins for seven years and has worked as an investment and retirement advisor.

    She joined Desjardins Securities on Mr. Serli’s team in 2013.

Location

Desjardins Securities at Drummondville

330, rue Cormier
Suite 101
Drummondville (Québec) J2C 8B3

819-477-7100 Toll-free : 1-800-335-0929Fax : 819-477-6851

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