Mélanie Chagnon, BBA, F. Pl

Mission

Our team is made up of professionals from a variety of backgrounds and many different areas of expertise, putting us in the perfect position to provide you with unparalleled service and personalized support. We're committed to following up with you and scheduling regular meetings to ensure you're satisfied with our services.

Investment Philosophy

Our investment philosophy

 

1. Our model portfolios are based on different investor profiles. 
2. Once we've figured out which model is right for you, we tailor our investment strategies to your risk tolerance, investment horizon and goals, whether you're saving for retirement, planning to buy a business or anything else.
3. Our management style is conservative and focused on protecting your assets over the long term.
4. We manage our partners' investments as if they were our own, that is to say, rigorously and using sound management principles that have long been proven to be effective.
5. We also do what we can to ensure our investments are tax efficient.
6. Our rates are competitive and transparent.

What sets us apart

We help grow our partners' wealth and, above all, help them fulfil their dreams.

Values

Our values and convictions

 

• Passion and integrity are at the heart of everything we do
• Our work is a team effort between you, us and our caisse populaire / Desjardins Ontario Credit Union  partners
• Communication: We believe in adopting a straightforward and accessible communication style
• Close collaboration with each and every one of our partners
• We believe in building a partnership focused on quality, not quantity
• A professional relationship that considers your unique individual needs
• Preserve your family's wealth by holding high-quality securities in your portfolio
• Our goal is to help you reach your goals!