Portfolio Manager, Wealth Manager
T 450-671-1386
Languages: French, English
Helping you meet your financial goals and fulfill your life plans is what drives our team members to excel. Every day, they're locked in on meeting your needs and exceeding your expectations.
We're a team of wealth management specialists that mainly serve clients in Montreal and the Montérégie region. Through our diverse and complementary expertise, we're able to offer you comprehensive and personalized wealth management services.
People-focused
Each investment advisor on our team works with an associate advisor to manage a limited number of clients. This ensures that our clients receive the personalized support they deserve.
We manage more than $1.2 billion in assets for professionals, entrepreneurs, farmers, management companies and individual retirees.
Our clients' personal goals guide our decisions and the services we offer.
We aim to provide our clients with full peace of mind regarding management of their wealth. To achieve this, we strive each day to fulfil their long-term financial goals, to remain transparent and to provide fast, precise service.
At all times, our team seeks to diversify your capital and minimize risk. We do not engage in speculation.
We attach great importance to a portfolio’s structure and its diversification. Good asset allocation is a decisive factor in performance, as many studies show. We take account of the tax rules governing financial products to minimize the tax impact.
We believe a stock portfolio’s performance depends largely on the quality of the corporate securities it contains. We therefore favour solid companies with obvious competitive advantages, strong earnings and above-average long-term growth.
We offer our clients a level of expertise matching the best in the industry as well as a flexible approach, aiming always for a balance between performance, low volatility, fee reduction and tax optimization.
If required by your file, we collaborate with the specialists you have selected (accountants, tax specialists, legal advisors and others), or we mandate specialists from Desjardins.
We offer compensation plans to fit your needs and reduce costs, based on a formula of traditional commissions and/or asset-based fees.
Senior Wealth Manager
T 450-671-7920
Languages: French, English
Key responsibilities: Investment strategies, wealth management and business development
Senior Wealth Manager
T 450-377-5565
Languages: French, English
Key responsibilities: Business process optimization and team coordination
Portfolio Manager, Senior Wealth Manager
T 450-671-3133
Languages: French, English
Key responsibilities: Discretionary portfolio management
Wealth Manager
T 450-377-5087
Languages: French, English
Key responsibilities: Business development and marketing
Associate Wealth Management Advisor
T 450-377-9235
Languages: French, English
Key responsibilities: Financial planning mandate, administrative follow-up and transactions
Associate Wealth Management Advisor
T 450-671-2247
Languages: French, English
Associate Wealth Management Advisor
T 450-377-4212
Languages: French, English
Key responsibilities: Administrative follow-up and transactions
Associate Wealth Management Advisor
T 450-377-3595 ext. 5032747
Languages: French, English
Key responsabilities: Business development and marketing
Associate Wealth Management Advisor
T 450-671-3730
Languages: French, English
Key responsibilities: Internal coordination, administrative follow-up and discretionary management program transactions
Wealth Management Associate
T 450-377-3595 ext. 5021543
Languages: French, English
Key responsabilities : Customer service and administrative management
Wealth Management Associate
T 450-377-3595 ext. 5021541
Languages: French
Key responsabilities: Customer service, administrative management and transactions
Wealth Management Assistant
T 450-377-8536 ext. 5021539
Languages: French, English
Key responsibilities: Customer service and administrative management
2000, Éclipse Street, 11th floor
Brossard (Québec)
J4Z 0S2
450-671-6788 Toll-free : 1-888-883-4588Fax : 450-671-6280
Route List of wealth managers