Vice-President, Investment Advisor
Languages: French, English
Mr. Neault began his career in the wealth management industry as an investment advisor in 1986 after completing a bachelor's degree in business administration, with a finance major, at the Université de Sherbrooke. He has worked at Desjardins Securities since 1994 and has been a member of the President's Club on several occasions. Mr. Neault has developed great expertise in investment markets, whether in stocks or bonds. He seeks wealthy individuals, trusts and companies as clients.
Helping our clients maximize the return on their investments while minimizing their risk.
Being available to our clients.
To stay on top of market trends, we undergo continuous training.
Mr. Neault has developed skills enabling him to adjust to changes in economic conditions.
For some clients, the ideal model incorporates stocks, bonds, indices and investment funds. For others, it consists mostly of funds.
Mr. Neault has developed a sixth sense for finding the top managers in each category. He also monitors portfolios very closely and recommends appropriate rebalancing in keeping with changes in economic conditions or in a client's stage in life.
Our primary value is integrity, with honesty close behind, followed by discipline.
We offer a full array of products for sound management of our clients' wealth: current accounts, RESPs, LIRAs, TFSAs and RRSPs. We establish each investor's financial goals and risk profile to help them prepare for retirement