Choose your settings

Choose your language

Bernier Zuckermann Team

Desjardins Securities

About us

Our approach

We take a thoughtful, personalized approach to help you achieve your financial goals. By focusing on clear communication, trust and transparency, we ensure you're always informed about your portfolio and assets. Our team is committed to supporting you and your family on the path to financial empowerment.

Our investment philosophy

Our portfolio management is built on rigour, discipline and a commitment to growing your wealth. We aim to provide stable, high-quality income while focusing on investments that excel in social, environment and governance (ESG) standards.

Community involvement

Since 2003, Desjardins Securities has proudly served as a frontline partner of the Montreal Canadiens Children's Foundation External link.. The foundation promotes physical activity and fosters healthy lifestyle habits among young people in underprivileged areas of Quebec. Supporting this meaningful cause is a privilege we deeply value.

Our approach to your financial success

Our range of services at Desjardins Securities

Make the most of Desjardins Securities’ expertise to plan and optimize your wealth or portfolio. We offer personalized solutions, including financial and retirement planning, investment strategies, estate planning, tax optimization, wealth and loan protection, credit and transactional services1.

Learn more about our services External link.

Our team’s specialties

Incorporated companies and professionals

Responsible investing

Healthcare professionals

Communications

Listening to investors

In our weekly podcast, we explore key topics in wealth and portfolio management.

Listen now (in French only)

Our team

Team

people

Martin-Guy Bernier

F.Pl.

Senior Wealth Manager

514-281-7312 Phone number of Martin-Guy Bernier. This link opens your phone app.

View profile  Martin-Guy Bernier

Sarah Zuckermann

BA

Senior Wealth Manager

514-281-7292 Phone number of Sarah Zuckermann. This link opens your phone app.

View profile  Sarah Zuckermann

Michèle Accarisi

BComm, CIM®

Associate Wealth Management Advisor

514-985-4251 Phone number of Michèle Accarisi. This link opens your phone app.

View profile  Michèle Accarisi

Mathieu Bernier

Associate Wealth Management Advisor

514-281-1078 Phone number of Mathieu Bernier. This link opens your phone app.

View profile  Mathieu Bernier

Loreleï Berthou

Wealth Management Assistant

514-281-2244  Phone number of Loreleï Berthou. This link opens your phone app.

Partners

We work with skilled professionals2 to offer guidance that matches your priorities. Together, we plan and execute strategies to address both your current and future needs.

André Auclair
Notary

Amandine Bourillon
Notary

Geneviève D'Amours
Notary

Jérôme Dostie-Bourgault
Senior Tax Advisor

Geneviève Forest
Senior Financial Planning Advisor3

Sonia Jolette
Financial Security Advisor4

Alain Saint-Jacques
Business Transfer Coach

Vincent Sigouin-Marquis
Financial Planner3

Stéphane Thibault
Senior Tax Advisor

Catherine Beauchamp
Notary

Claudee L'Heureux
Financial Planner3

Marie-Pier Grégoire
Notary

Lina Morin
Notary

François Remete
Notary

Myriam Verreault
Notary

Frédérique Dinelle
Senior Tax Advisor

Mélanie Tremblay
Senior Tax Advisor

Branch information

Montreal - Le Windsor

1170 Peel Street
Suite 300
Montreal QC  H3B 0A9
Directions  External link.

Phone
514-985-7585 Ce lien ouvre votre application de téléphonie.
1-866-985-7585 Ce lien ouvre votre application de téléphonie.

Desjardins Securities is a trade name used by Desjardins Securities Inc. Desjardins ®, Desjardins Wealth Management Securities TM and related trademarks are trademarks of the Fédération des caisses Desjardins du Québec used under licence. Desjardins Securities Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF). To find out if a person is currently employed by a company regulated by the CIRO, refer to the Advisor Report External link.. Chartered Investment Manager (CIM®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc.Canadian Securities Course (CSC®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc.Wealth Management Essentials (WME®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc. Investment advisory services are offered by Desjardins Securities Inc. Financial planning services are offered by Desjardins Securities Inc. or by Desjardins Securities Financial Services Inc. Financing services and transaction solutions are provided by the Fédération des caisses Desjardins du Québec. Personal trust services may be offered by Desjardins Trust Inc. Life insurance products and services may be offered by Desjardins Securities Financial Services Inc. or by Desjardins Financial Security Life Assurance Company, while Desjardins General Insurance Inc. provides property and casualty insurance.Some services are offered through Desjardins Securities Financial Services, caisses or external professionals.Financial planner at Desjardins Financial Services Firm Inc.Through Desjardins Securities Financial Services Inc.