Ms. Legault has more than 25 years' experience in the securities field, working first at the bond desk and since 2005 as an investment advisor.
In addition to providing consulting services, she contributes to our investment committee and to developing investment strategies, more specifically regarding fixed-income securities.
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.
Listen. Plan. Take action.
We manage your assets with focus and discipline so you can achieve your goals and find financial freedom.
Prudence and risk management
Our investment philosophy is based on prudence and risk management. Taking care of your money involves growing your capital over the long term and carefully managing risk through sound asset allocation.
And that’s not all. We make sure you stay ahead of the game by leveraging tax-optimization strategies and carefully sequencing withdrawals.
Your needs are unique and it’s important to us that we understand them. By listening carefully to what you have to say, we’re able to serve you better and take care of all your wealth management needs.
We believe that active listening is the foundation of a solid relationship.
Focus and discipline
We owe our success to focus and discipline. These values guide us every day, in everything we do, so we can meet your highest expectations.
We’re committed to helping you achieve your goals.
We’ll be there with you every step of the way to financial freedom.
Honesty and transparency
We make every decision with your best interests in mind. We’ve also chosen a fee-based structure to ensure transparency and eliminate any conflicts of interest.
We can help make your dreams a reality!
We’ve got the tools and services you need to reach your financial goals.
We’ll help you choose the right account for you:
• Cash accounts*
• Margin accounts*
• Registered accounts (RRSP*, LIRA, TFSA*, RESP, RRIF, LIF)
• Elite Program account
* In CAD and USD
Our products and services
A graduate in personal financial planning from Université Laval and holder of the financial planner designation awarded by the Institut québécois de planification financière (IQPF), Ms. Gauvreau has also been designated a Chartered Investment Manager (CIM®) by the Canadian Securities Institute.
Working in the securities field for more than 25 years, her expertise and experience enable her to conduct a full analysis of clients' personal financial positions. In addition to providing consulting services, she contributes to our investment committee and to developing investment strategies, primarily in asset allocation in portfolios.
Languages: French, English
Mr. Georges began his career in the industry in 1987 as an investment advisor, returning to the field in 2006 after working in the civil service.
In addition to providing consulting services, he contributes to our investment committee and to developing investment strategies. He has a passion for stock research and analysis.