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Nicole Laroche, CIM®, CFP®

Investment Advisor

T 450-759-4355

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Languages: French

Biography

  • Chartered Investment Manager (CIM®) designation
  • Financial planner designation (IQPF and CSI)
  • Canadian Securities Course (CSC)
  • Licensed options trader
  • More than 25 years' experience in the financial industry

Mission

I pay close attention to your needs and goals and to understanding your constraints. I provide sound advice and made-to-measure solutions to help you grow your assets and diversify your wealth, now and in the future.

Investment Philosophy

  • Knowing you better for a careful examination of the many facets of your personal, professional and family situation.
  • Diversifying portfolios with tax efficiency as a concern, always in keeping with each investor's profile.
  • Varying asset classes to reduce a portfolio's volatility.

What sets us apart

You are my priority. I aim to build a relationship of trust with you: each step in our lives requires a particular financial approach. With my expertise, I will help you make informed and effective decisions.

Values

  • Integrity
  • Attentiveness
  • Discernment
  • Devotion
  • Simplicity

Service Offer

The extent of my knowledge and my experience in all financial products makes me a highly versatile advisor for all investors who want portfolios suited to their needs.

Locations

Desjardins Securities at Joliette

275 Beaudry Nord
Suite 101
Joliette (Québec) J6E 6A7

450-759-4118 Toll-free : 1-866-759-4118Fax : 450-759-2945

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Desjardins Securities at Repentigny

440, Notre-Dame Street,
Suite 104
Repentigny (Québec) J6A 2T4

450-582-7528 Toll-free : 1-888-482-7528Fax : 450-582-7307

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