Wealth Manager
T 450-582-5333
Languages: French, English
Yves is in charge of developing an affluent and wealthy client base. His dynamism and passion make him a specialist who is highly appreciated by this clientele. His role on the team is business development and investor relations.
Excellence accreditation attests that the wealth manager'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 wealth managers who participate in a continuous development and improvement program.
We offer you efficient and professional care in every aspect of your finances:
investment, creditFootnote 1, taxation, insurance coverageFootnote 1, retirement and succession. Our actions are based on integrity, trust and skill: these are the values that guide us.
Our mission is to develop a special relationship with our clients and to become their sole reference in any decision regarding their financial wealth.
Our investment philosophy relies on a long-term approach aimed at targeting companies that, like fine wines, will improve more over the years.
The clients’ interest
Our clients’ success is our priority, and our success is based on our ability to anticipate and satisfy their needs.
Teamwork
We put the complementarity of our multidisciplinary team’s talent to work in providing each of our clients with customized services to fit his or her needs.
Discipline
A structured process is essential in enabling us to select stocks and optimize portfolio management at every market phase. Continuous application of this method significantly raises the likelihood of your financial goals being fulfilled.
We provide efficient and professional care of every aspect of your finances: investment, credit, tax matters, insurance coverageFootnote 1, retirement and succession.
Benefit from made-to-measure service that meets your expectations, putting the talents of every member of our team to work. Based on meticulous analysis of your needs and your financial position, we develop a comprehensive plan aimed at facilitating fulfilment of your goals.
Portfolio Manager, Senior Wealth Manager
T 450-582-6646
Languages: French, English
Hugo Bonenfant is known for his dynamism and versatility, making him a qualified specialist who is highly appreciated by his clients and peers.
Associate Wealth Management Advisor
T 450-582-6885
Languages: French, English
Martin has several years of experience in the financial services industry, notably with world-renowned asset management firms. He works on the Investment Committee and supports the manager in his analysis and research work.
Associate Wealth Management Advisor
T 450-582-8707
Languages: French
Véronique began her career in 1999 and joined Desjardins as a financial planner in 2003. Her role is to coordinate the implementation of your financial plan, in collaboration with all our Desjardins Group partners.
Associate Wealth Management Advisor
T 450-582-5665
Languages: French
Justin joined Desjardins in 2017 after obtaining his bachelor's degree in administration. His role on the team is to conduct annual portfolio reviews, in addition to supporting operations.
Wealth Management Associate
T 450-582-8537
Languages: French, English
Professional and dynamic, Magalie handles administrative matters and ensures that requests from our clients are answered quickly and efficiently.
Wealth Management Associate
T 450-582-8476
Languages: French, English
Simon's rigour and creativity make his work vital for our team and enrich the client experience.
440, Notre-Dame Street,
Suite 104
Repentigny (Québec)
J6A 2T4
450-582-7528 Toll-free : 1-888-482-7528Fax : 450-582-7307
Route List of wealth managers
275 Beaudry Nord
Suite 101
Joliette (Québec)
J6E 6A7
450-759-4118 Toll-free : 1-866-759-4118Fax : 450-759-2945
Route List of wealth managers