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Nathalie Caron, MBA, BBA

Vice-President, Investment Advisor

T 514-876-3622

Languages: French, English

Biography

Ms. Caron holds a master’s degree in business administration from McGill University and has more than 25 years’ experience in the financial field.

She aims to preserve your capital through a prudent approach and to provide you with attentive service, based on communication and accordance with your needs. Ms. Caron takes the time to listen to you so that she can advise you well. Her goal is to help you achieve the financial security you aim for.

Caron/D'Amour

We have formed a team for more than 15 years and have an outstanding relationship of trust with each of our clients. Our approach is proven and highly appreciated.

Mission

With us, you will receive attentive service. We will help you manage your assets by means of a disciplined approach and meticulous follow-up of the investment strategy, which we adjust when any change occurs.

Investment Philosophy

  • Prudent approach
  • Long-term performance goals
  • Advantageous cost for the client

What sets us apart

We provide you with unique asset management services, in full confidence. Our primary philosophy is to manage your wealth in the long term, based on a risk/reward ratio that meets your goals.

After establishing your investor profile, we examine several hypothetical portfolios with you and then choose the one with which you feel most at ease. Our aim is to help you take a comfortable, worry-free retirement.

Values

Respect, rigour, trust, friendliness and professionalism.

Service Offer

Asset management aimed at achieving financial security the client desires.

Biographies of my colleagues

  • Marc-André D'Amour, BBA

    Investment Advisor

    T 514-876-8806

    Languages: French, English

    The holder of a bachelor’s degree in business administration from HEC Montréal, Mr. D’Amour has more than 15 years’ experience in the financial field. He stands out through his extensive knowledge of products and his ability to develop effective customized strategies. He can provide you with meticulous follow-up of your planning and help you fulfil your financial goals.

  • Marlene Lever,

    Investment Assistant

    T 514-876-3688

    Languages: French, English

    Ms. Lever is recognized for her friendliness and highly appreciated support not only for the advisors but above all for clients, with whom she maintains warm relations.

    She has provided outstanding service for more than 20 years.

Location

Desjardins Securities at Place Ville Marie

1 Place Ville Marie
Suite 1970
Montréal (Québec) H3B 0E8

514-876-1441 Toll-free : 1-866-876-1441Fax : 514-876-1106

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