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Nathalie Roy, B.Sc.

Investment Advisor

T 514-281-7052

Linkedin Profil

Languages: French, English

Biography

Has worked in the securities field for more than 20 years.

Has an asset under management of approximately $100 million.

Honours degree in economics from the Université de Montréal.

Mission

  • Being at your disposal and developing a business relationship that meets with your satisfaction
  • Guiding you in fulfilling your plans by meeting your specific needs
  • Conducting a regular follow-up of your file at the frequency you choose
  • Great attention to detail
  • Available to meet you at your convenience.

Investment Philosophy

  • I favour municipal or government bonds that provide regular income
  • In stocks, I favour large companies that pay stable dividends
  • In business, I collaborate closely with outside suppliers (Caisses Desjardins and mutual fund firms) to find income solutions.

What sets us apart

My priorities are:

  • To provide service that always meets your expectation through my availability and attentiveness
  • To seek high-quality securities with stable income as the priority, ideally with growth potential, while respecting each client's risk tolerance.

Values

  • Respect
  • Integrity
  • Attentiveness
  • Availability
  • Perfectionism

Service Offer

  • Expert in municipal bonds (new one-to-10-year issues)
  • Excellent knowledge of income funds (with low management fees)
  • Skilled in selecting and recommending stocks in large-cap companies that pay significant and stable dividends.

Location

Desjardins Securities at Montréal - Le Windsor

1170, Peel Street
Suite 300
Montréal (Québec) H3B 0A9

514-985-7585 Toll-free : 1-866-985-7585Fax : 514-987-9593

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