Jean-Daniel Trudeau, BBA

Biography

Jean-Daniel Trudeau holds a bachelor's degree in administration and a certificate in financial planning. Early in my career, I acquired the fundamental knowledge and skills I needed in tax and retirement planning to effectively advise my clients.

I've completed the Canadian Securities Institute's Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH) and Wealth Management Essentials (WME). I provide my clients with a slate of personalized and diversified financial products and I have a passion for responsible investing and the economy of the future.

Mission

My mission is to help you manage your wealth every step of the way so you can achieve the goals that matter most to you.

Investment Philosophy

You, the investor, are at the heart of my financial strategy. Your investment goals, your interests and your values determine where and how your wealth will be invested. My role is to guide you by providing solutions that will help you meet your goals, whatever they may be.

What sets us apart

Serving you is what I do best.

I want to develop client relationships built on trust and give you the best service I can by listening to your needs, concerns and personal and financial goals, whatever they may be. We can work through important financial decisions together, ensuring you play an active part in the process. I believe it's the best possible approach to ensure that I give you excellent service, while helping you reach your investment goals.

Values

AUTHENTIC | A trusting relationship is essential. You can count on me every day of our business relationship.

AVAILABLE | I'm committed to meeting with you at least once a year to ensure we have a strong relationship and to follow up on your file. I'm available anytime you need advice and guidance during tough financial times.

PROACTIVE | It's my responsibility to stay up to date and make adjustments to your portfolio based on market fluctuations. As an investment advisor with Desjardins Securities, I can count on the skills and experience of a full team of trained analysts to help me find the best investment opportunities for you. I'm passionate about providing you with clear, plain language explanations that make it easy for you to understand your investments.

Service Offer

Comprehensive wealth management services

Our products and services are designed to meet all of your wealth management needs when they arise: investments, financial planning, specialized services, banking services, insurance and financing. I work with your specialists or our specialists at Desjardins Securities to ensure that you're satisfied with how every aspect of your financial life is being handled.

 The right account for you

 Chequing accounts

• Registered accounts (RRSPs, LIRAs, TFSAs, RESPs, RRIFs, LIFs)

 A wide range of investment products

 Canadian, US and international equities

• Government, municipal and corporate bonds and debentures
• Guaranteed investment certificates
• Mutual funds, exchange-traded funds (ETFs) and index funds
• Private equity, alternative investments, structured products, etc.
• Stock options, futures contracts and warrants*

*Read the information document on the risks involved with options.