Portfolio Manager, Senior Wealth Manager
T 450-582-7404
Languages: French, English
Mr. Primeau, who has been with Desjardins Securities since 2002, has more than 25 years’ experience in the securities field. Currently a portfolio manager, he has been designated a Fellow of the Canadian Securities Institute (FCSI®) and has taken the Institute’s courses on options trading and investment management.
Helping my clients raise their chances of success in managing their assets by establishing their financial needs and expectations by means of a customized investment policy statement that determines asset allocation. Managing each portfolio actively with a follow-up process and a communications plan.
Wealth creation, like wine-making, takes time. Our investment philosophy sets out a long-term approach aimed at targeting companies that, like fine vintages, will improve over time.
Our top-of-the-line communications plan in four separate steps:
Transparency, attentiveness and rigour.
We offer customized discretionary management adapted to our clients’ needs with four portfolios holding securities directly, based on added economic value.
Associate Wealth Management Advisor
T 514-281-6862
Languages: French, English
Mr. Otis holds a bachelor’s degree in business administration with a finance major from HEC Montréal. He has also obtained a technical certificate in business management. He is a Level 3 candidate for designation as a Chartered Financial Analyst. He worked in the Desjardins Caisse network before joining at Desjardins Securities.
275 Beaudry Nord
Suite 101
Joliette (Québec)
J6E 6A7
450-759-4118 Toll-free : 1-866-759-4118Fax : 450-759-2945
Route List of wealth managers
440, Notre-Dame Street,
Suite 104
Repentigny (Québec)
J6A 2T4
450-582-7528 Toll-free : 1-888-482-7528Fax : 450-582-7307
Route List of wealth managers