Dominique Durand, FCSI^®, FMA

Biography

Dominique Durand has more than 25 years' experience in the financial services industry. She's earned many titles, including Fellow of CSI (FCSI^®), the highest credential in Canadian financial services. She's a tireless worker who puts her clients first and provides them with service tailored to their needs.

Along with her extensive industry experience, Dominique holds the following qualifications:

• Financial Management Advisor (FMA)
• Portfolio Management Techniques (PMT)
• Wealth Management Techniques (WMT)
• Professional Financial Planning Course (PFPC)
• Canadian Securities Course (CSC) with honours

Mission

To offer high-quality professional management services tailored to your needs and build a long-term relationship based on trust. I believe rigour, transparency and integrity are key factors in helping you achieve your financial objectives.

Investment Philosophy

Client satisfaction lies at the heart of my decisions. Putting you first means favouring:

• A long-term vision for capital growth
• Risk management during the savings phase
• Wealth preservation during payout phase

What sets us apart

My approach centres around personalized support and education aimed at empowering you financially.

As your dedicated advisor, I'm able to manage your entire portfolio in a way that's most efficient and tailored to your needs. You'll benefit from personalized service and the expertise of a large multidisciplinary team of specialists from across Desjardins. I'm also supported by managers, tax specialists and economic analysts in your wealth management.

I attach great importance to financial literacy. That's why I'm committed to supporting all of your family members at every stage of life: early working years, savings phase, asset protection and conservation, etc. I'll make sure that you and your family have everything you need and will be able to make informed financial decisions. Together, we'll ensure that your wealth is preserved for generations to come.

Values

• Trust: I encourage sincere and constructive collaboration with my clients.
• Integrity: My work is consistently guided by moral and ethical principles.
• Discipline: My approach follows a rigorous and communication-based process.
• Transparency: I strive to maintain healthy and sustainable relationships with my clients through clear, honest communication.

Service Offer

Portfolio management

I provide personalized and discretionary portfolio management services when it's most convenient for you:

• Personalized: Create a custom portfolio that keeps payouts in mind and can be complementary to your portfolio which is managed on a discretionary basis.
• Discretionary: Entrust your portfolio management to a team of investment managers with peace of mind.

Planning

I work with our specialists or yours to make sure every aspect of your wealth management needs are covered:

• Savings plan
• Income protection and wealth creation
• Planning for your children's education
• Retirement planning
• Payout planning
• Tax impacts at death
• Estate inventories
• Other needs including financing, insurance, credit cards and the sale of a business