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Yanick Verreault, BBA, CIM®

Portfolio Manager, Wealth Manager

T 819-824-2266

Languages: French, English

Biography

Mr. Verreault has been a Wealth Manager at Desjardins Securities since 2000. He holds a bachelor’s degree in finance from the Université du Québec en Abitibi-Témiscamingue (UQAT) and has a passion for financial markets.

His solid knowledge and comprehensive understanding of markets are major assets in establishing a customized investment strategy. His selective approach to investment enables him to base his recommendations on concrete and tangible facts.

Verreault-Lapointe Team accréditation excellence

Verreault-Lapointe Team

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

Being your trusted financial partner, offering you objective financial solutions and helping you achieve outstanding results.

Investment Philosophy

We believe top-quality stocks are the best source of long-term growth. This is why we follow a rigorous investment process to identify the best buying opportunities in the short, medium and long term, seeking to minimize risk.

What sets us apart

We take full care of our clients’ financial wealth. We provide our clients with made-to-measure guidance in asset allocation and stock selection.

Values

  • Integrity 
  • Rigour
  • Respect

Service Offer

  • Investment management: We have three model stock portfolios, one each for Canadian, U.S. and global equities.
  • Management of mutual funds.
  • Discretionary management in the Darwin program.
  • Private management with various fund operators (Fidelity, Manulife, CI, etc.)
  • Full financial planning1.
  • Full range of accounts: cash, U.S, RRSP, RRIF, LIRA, LIF, IPP, RESP.
  1. Through Desjardins Securities Financial Services or the Caisse network. Return to footnote 1 referrer

Biographies of my colleagues

  • Nathalie Bolduc,

    Assistant Wealth Management Advisor

    T 819-824-2266

    Languages: French, English

    Nathalie has a certificate in accounting and brings more than 15 years of financial services experience to the table. She helps the team with routine activities and oversees our operations. She provides efficient, attentive service to meet our clients' needs, thanks to her excellent listening skills and ability to wear many hats.  

  • Kathlyn Rompré,

    Wealth Management Associate

    T 819-824-2266

    Languages: French, English

    Kathlyn has a certificate in administration. She has been with Desjardins since 2011 and joined Desjardins Securities in 2021. Organized and detail-oriented, she carries out portfolio management transactions and closely monitors our clients' accounts.  

Location

Desjardins Securities at Val-d'Or

450 3e Avenue
Suite 201
Val-d'Or (Québec) J9P 1S2

819-824-2266 Toll-free : 1-800-819-2266Fax : 819-824-5427

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