Languages: French, English, Italian
Serves a varied clientele: municipalities, para-governmental organizations, charitable foundations, family trusts, private wealth management, professional investors.
Individualized systematic independent management.
Extensive use of corporate financing, thereby reducing trading costs.
Development of a customized investment policy, investment management and follow-up, treasury management.
T 450-682-1101 ext. 5131101
Languages: French, English, Spanish
Professional and dynamic, Karla has over 10 years of experience in the financial services industry. She has worked at Desjardins Securities since 2015.
Responsable for the transactional and administrative aspects of the team, she offers our clients unparalleled service. Her rigorous management of priorities allows her to respond quickly and efficiently to various requests.
She has completed the Securities Trading Course and the Standards of Conduct Course from the Canadian Securities Institute.
T 450-682-6101 ext. 5136101
• With Desjardins Securities since 2011
Stephanie handles the administrative side of the business by greeting clients and setting up appointments.
She prepares files for meetings and is involved in the creative aspect of our initiatives.