Jean-Pierre Rousseau, CIM®
Portfolio Manager, Wealth Manager
T 450-671-1386
Languages: French, English
Biography
- Wealth Manager
- Portfolio and Chartered Investment Manager (CIM®)
- Holder of an options licence
- More than 20 years’ experience in securities
- With Desjardins Securities since 2004
Optimal asset allocation, tax strategies, performance and risk reduction are among the many topics he discusses in general terms or in detail, depending on your wishes.
He has surrounded himself with a network of actuaries, tax specialists, notaries, insurance specialists and financial planners to make sure all the services that can provide you with added value are well coordinated.
With a focus on results and strong communication skills, I am totally attuned to you and committed to ensuring that your portfolio matches your goals.
Rousseau Team
Excellence Accreditation
Excellence accreditation attests that the wealth manager's practice meets 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 wealth managers who participate in a continuous development and improvement program.
A devoted team
A specialist in portfolio management, Mr. Rousseau takes great care in helping you fulfil your financial goals.
Optimal asset allocation, tax strategies, performance and risk reduction are topics he raises in outline or in detail, according to your wishes.
He has surrounded himself with a network of actuaries, tax specialists, notaries, insurance specialists and financial planners to make sure all the services that can provide you with added value are well coordinated.
Ms Thompson is the team coordinator. She handles account openings, asset transfers and administrative issues. She is the link who ensures efficient connections between our clients, our specialist partners and the various Desjardins Securities departments. She is in day-to-day contact with our clients, ensuring that delivery of our services meets our commitment to Excellence.
Mission
Our mission is to guide you in fulfilling your aspirations and meeting your financial goals.
Investment Philosophy
Dynamic and prudent management
Our portfolio management stands out for its discipline and rigour. We do not yield to fashion or to passing trends. We avoid speculation.
Our decisions are based not on emotion but on in-depth examination of economic and financial parameters, along with analysis of the relative valuations of asset classes. This enables us to develop an optimal strategic allocation of assets.
What sets us apart
Adopting a structured approach, the Rousseau Team guides you in the management and diversification of your wealth.
We offer you distinctive service, tailored to your specific needs and to your financial position.
Our clientele, consisting of professionals and businesspeople, appreciates our integrity and our keen sense of ethics.
Values
Discipline and rigour
- To give you high-level quality of service.
- To be at the forefront of the strategies placed at your disposal to provide you with proven solutions.
- To take a prudent and methodological approach to building portfolios based on your goals and your investor profile.
Integrity and transparency
- In sharing our knowledge and making information understandable.
- In every aspect of our profession, to build a relationship of trust.
Commitment
To recommend leading-edge solutions and strategies that fit your financial position, using an extensive range of investment vehicles.
Service Offer
In collaboration with our network of expertsFootnote 1, we offer you comprehensive wealth management that includes: portfolio management, retirement projection, succession, taxation and insurance.
- Through Desjardins Securities Financial Services or the Caisse network.
Biographies of my colleagues
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Cindy Thompson, B.A.
Associate Wealth Management Advisor
T 450-671-2247
Languages: French, English
Cindy has a bachelor’s degree in economics from Concordia University. She also has her full-service licence.
Cindy handles client relations for our team, ensuring we maintain the highest quality standards, which has allowed us to earn Excellence accreditation.
She is in charge of customer service, and overseeing transactions and administrative work.
With a wealth of experience in the securities and wealth management industries, our clients reap the full benefit of her advisory approach.
-
Hélène Groulx,
Wealth Management Assistant
T 450-671-3430
Languages: French, English
- Holds a diploma in office administration
- With Desjardins Securities since 2012
Hélène is responsible for providing administrative support to the team.
Location
Desjardins Securities at Brossard
Quartier DIX30 - Le Square
9120, boul. Leduc, bureau 205
Brossard (Québec)
J4Y 0L3
450-671-6788 Toll-free : 1-888-883-4588Fax : 450-671-6280
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