Nathalie Bonenfant, CIM^®

Excellence Accreditation

Excellence accreditation attests that the wealth manager's practice meets the highest standards of quality in order to offer you an unparalleled experience in meeting your financial needs. This distinction is awarded exclusively to Desjardins Securities wealth managers who participate in a continuous development and improvement program.

Mission

Offering wealth management services that ensure our clients' long-term financial health while enabling them to fulfil their goals throughout their lives.

Our priority is to provide excellence in our services by taking a proactive approach, advancing our clients' interests and remaining accessible and transparent.

Investment Philosophy

Our investment philosophy is based above all on a method that focuses on clients' needs and on fulfilling their goals. To optimize capital allocation and growth, our investment approach focuses on global economic trends, diversification of portfolios and active management of investments. With our choice of customized portfolios containing a selection of securities and run by skilled managers, our clients benefit from sustained long-term yields and control over risk while enjoying beneficial tax treatment.

What sets us apart

Fulfil the plans that are dear to your heart under the care of a private guide.

Beyond the management of your investments, you can have confidence in a professional team that works like a guardian to preserve your wealth and let you enjoy beneficial tax treatment.

Values

Integrity, honesty and transparency. These values form the basis of the relationships of trust we establish with each of our clients, as well as with our colleagues and partners. Most notably, these values are reflected in a commitment to high ethical standards.

Respect and attentiveness to your needs. Our recommendations are adjusted to fit each of our clients' realities. Our strategies and our service offer rely on objective analysis of each client's situation. We act with full independence, and we give our clients the ability to choose.

Service Offer

Products offered and choice of portfolios^{Footnote 1}

Discretionary management portfolios: The Bonenfant-Malo Team has access to an exclusive selection of managed portfolios. Each portfolio follows a rigorous investment policy. Professional fees based on the category of investment, tax-deductible for non-registered accounts.

Customized accounts: Elite Program. Consisting of fixed-income or growth securities in accordance with your goal as an investor. Professional fees based on the category of investment, tax-deductible for non-registered accounts.

À la carte customized portfolios: Consisting of fixed-income or growth securities depending on your goal as an investor. Fees according to the investment vehicle.

Variety of accounst and services: Regular, joint, margin and U.S. dollar accounts. Corporate, trust, foundation, non-profit organization, official capacity, curatorship and tutorship accounts. Registered accounts: RRSP, LIRA, RRIF, LIF, TFSA or IPP. Fee-based discretionary management accounts. Fee-based Elite accounts.

Various investment vehicles: Money market securities: Treasury Bills, banker's acceptances, high-interest accounts. Fixed-income securities: government, municipal and corporate bonds and debentures, strip bonds, guaranteed investment certificates. Stocks: common, preferred and foreign shares traded on all North American exchanges. Funds: investment funds, exchange-traded funds.