Part of Desjardins Securities since 1989, Mr. David has 27 years’ experience in securities, including 25 years as an investment advisor. This expertise has enabled him to acquire extensive knowledge of stock markets and financial products.
Luc oversees investment strategies and business relationships with investors.
We're committed to being there for you now and always. We believe rigour, transparency and integrity are key to building lasting relationships based on trust and respect.
Our mission is to use a balanced investment strategy to help you achieve financial well-being in line with your current and future needs, give you peace of mind and protect the financial security of your loved ones.
Your priorities are our priorities. They guide our decisions and the types of services we offer.
By taking the time to learn more about you, your money and your priorities, we're able to offer you quality advice, planning services and financial products at every stage of your life.
COMMITMENT AND THOROUGHNESS
We're very diligent and pursue ongoing professional development so we can always be our best for you.
We work with you and monitor your investments closely—this is good for us and even better for you.
TRANSPARENCY AND INTEGRITY
We know how important it is for you to understand everything that goes into managing your assets.
Our products and services are designed to meet all of your wealth management needs when they arise: investments, financial planning, specialized services, banking services, insurance and financing.
You can count on us every step of the way to help you:
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For the last 25 years, Ms. Cadorette has operated in the finance sector. Trained in the banking field, she has worked since 1997 in the securities field and in business management. Initially an assistant to the advisors and later an associate advisor, she became one of the team’s investment advisors in 2009.
Carine plays an active role business development and works closely with investors.
Working in finance since 2012, Raphael graduated with honours from the UQAM School of Management, where he earned a bachelor of business administration with a focus on finance. As an associate advisor on the team since February 2020, he aspires to become an investment advisor. Raphael became licenced with the Autorité des marchés financiers as a life and health insurance representative in 2017.
Raphael prepares retirement projections, wealth creation strategies and estate planning recommendations. He strives to build long-term relationships based on trust with each client he assists.
 Through Desjardins Securities Financial Services.
Ms. Roy has 25 years’ experience in banking, insurance and securities. She has completed the Canadian Securities Course, giving her the title of investment assistant.
She provides outstanding administrative support in addition to ensuring exceptional follow-up and customer service.