Stéphane Georges, B.Sc., 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

Listen. Plan. Take action.

We manage your assets with focus and discipline so you can achieve your goals and find financial freedom.

Investment Philosophy

Prudence and risk management

Our investment philosophy is based on prudence and risk management. Taking care of your money involves growing your capital over the long term and carefully managing risk through sound asset allocation.

And that’s not all. We make sure you stay ahead of the game by leveraging tax-optimization strategies and carefully sequencing withdrawals.

Values

Active listening

Your needs are unique and it’s important to us that we understand them. By listening carefully to what you have to say, we’re able to serve you better and take care of all your wealth management needs.

We believe that active listening is the foundation of a solid relationship.

Focus and discipline

We owe our success to focus and discipline. These values guide us every day, in everything we do, so we can meet your highest expectations.

Commitment

We’re committed to helping you achieve your goals.

We’ll be there with you every step of the way to financial freedom.

Honesty and transparency

We make every decision with your best interests in mind. We’ve also chosen a fee-based structure to ensure transparency and eliminate any conflicts of interest.

Service Offer

We can help make your dreams a reality!

We’ve got the tools and services you need to reach your financial goals.

We’ll help you choose the right account for you:

• Cash accounts*
• Margin accounts*
• Registered accounts (RRSP*, LIRA, TFSA*, RESP, RRIF, LIF)
• Elite Program account

* In CAD and USD

Our products and services

• Common, preferred and flow-through (tax-sheltered) shares, and foreign equities and shares traded on North American stock exchanges
• Government and municipal bonds, corporate debentures, strip bonds and guaranteed investment certificates
• Money market securities
• Investment and exchange-traded funds
• Life insurance (offered by Desjardins Securities Financial Services)
• Fee-based wealth management advisory services (some services offered by external partners or with your tax and legal advisors)