Gilles Rondeau, FCSI^®, CIM^®, F. Pl

Biography

• Canadian Securities Course (CSC)
• Financial Planner designation (IQPF)
• Licence in options trading
• Chartered Investment Manager (CIM) designation
• Course on personal insurance
• Fellow of the Canadian Securities Institute (FCSI)
• Branch manager's course

Mission

An investment advisor since 1984, I have chosen “know my clients well” as my motto. 

• Listening
• Understanding
• Evaluating
• Advising

What sets us apart

Establishing:

• an action plan
• an investment policy statement
• tax and personal priorities

Service Offer

My aim is to build diversified portfolios backed by the Desjardins Securities research department while working to reduce tax bills.

My clients' satisfaction is my priority. Beyond money, there are people.