Portfolio Manager, Investment Advisor
T 514-985-4264 ext. 5064264
Languages: French, English
Excellence accreditation attests that the investment advisor'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 investment advisors who participate in a continuous development and improvement program.
At your side throughout your life.
We have the privilege of being at your side throughout your life to offer you the products and services you need to fulfil your goals. Life is filled with unforeseen happenings: you can count on us to support you and advise you in good times and bad.
Being above all a loyal and devoted partner, with you and your family’s peace of mind at heart.
Loyal and sincere, we remain at your side throughout your life. We are respectful, ensuring that your goals match your reality and your aspirations. Your well-being forms the cornerstone of all our actions and decisions. Professional and rigorous, we guide you step by step in fulfilling your goals.
Wealth through risk minimization. Objective management of your assets. Careful management of risks and of costs related to management fees. Frank discussion for a healthy exchange where trust and transparency prevail. The use of exchange-traded funds (ETFs) and of our discretionary management portfolios.
Result: well informed and objective handling of your investments.
Our team’s experience, professionalism and empathy make us stand out. We believe it is vital never to lose sight of essential concerns: aspirations, family and quality of life. These form the focus of the recommendations we present to our clients.
We can advise our clients on overall planning, not only in managing their investments but also in the course of various life events affecting their personal finances with a direct influence on their well-being: marriage, divorce, or the birth or death of a family member.
We wish to help our clients provide direction to their money to ensure that their financial planningFootnote 1 is aligned not only with their financial reality but also with their personal values.
We offer you wealth management based on your life cycle. We are the managers of your wealth and help you meet achievable goals by providing you with discretionary portfolio management as well as financialFootnote 1, tax and estate planningFootnote 1.
T 514-985-4265 ext. 5064265
Languages: French, English
Extremely attentive to his clients’ needs, Martin Archambault makes them his priority. That’s why he is responsible for client development. He meets with new clients to offer them services tailored to their needs. His extensive knowledge of the markets enables him to promote Hagerman-Archambault Group’s service offer to its network of contacts and to the business community.
T 514-281-7401 ext. 5067401
With her diligence, sincerity and empathy, Chantal Bouchard is much appreciated by our clients. Her communication skills are impeccable, and her follow-ups are both detailed and regular. She has excellent knowledge of the financial markets and the global economy, as well as solid experience in customer service and with clients who have their portfolios managed on a discretionary basis.