T 418-280-1204 ext. 5112038
He has successfully completed the following Canadian Securities Institute (CSI) courses:
He has also obtained two certificates of excellence (ranking in the first centile in Canada) for his outstanding success on the Derivatives Fundamentals and Conduct and Practices Handbook examinations.
Our full-service licence means that we can offer a comprehensive range of products, in addition to our advisory services:
We can also help you create a Desjardins Financial Plan.
Josée oversees administrative work and file monitoring. She works with our advisors to improve your experience as a client by providing personalized service.
T 418-280-1204 ext. 5112065
Stéphanie’s reputation is built on her dedication to her clients and attention to their needs, as well as her professional approach. Her main goal is to understand your priorities, then propose personalized investment strategies. She also helps with business development and investment strategy creation.