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DCF Team

Desjardins Securities

About us

Our approach

Our team offers ongoing support in your financial planning, acting as your compass to achieve medium- to long-term goals. With a flexible approach, we prioritize balance, low volatility, reduced fees and tax optimization.

Our investment philosophy

We believe that building your portfolio involves aligning your financial objectives with the right asset allocation. Our core pillars—risk management, diversification and quality stock selection—ensure that your investments seamlessly integrate with your overall financial planning strategy.

Community involvement

Our team is involved in many causes, such as the Suroit hospital’s Smile Cookie campaign (site in French only) External link., a mental health initiative to support young people in the Suroit region. We also make generous contributions to the Montreal Canadiens Children’s Foundation External link..

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.

Our team’s specialties

Discretionary portfolio management

Incorporated professionals and executives of large companies

Agriculture companies

Our team

Our team, trained to the highest industry standards, will go the extra mile to help you reach your financial goals. For personalized service, contact our wealth management experts.

David Charbonneau

CIM®
Senior Wealth Manager

Charles Doucet

BComm
Senior Wealth Manager

Didier Filion

MSc, CFA®
Portfolio Manager, Senior Wealth Manager

Simon Laurin

BBA, F.Pl.
Wealth Manager

Jean-Pierre Rousseau

CIM®
Portfolio Manager, Wealth Manager

Aimée Marion

BBA, F.Pl.
Associate Wealth Management Advisor

Claudel Prévost

MSc, BBA
Associate Wealth Management Advisor

Cindy Thompson

BA
Associate Wealth Management Advisor

Julie Jetté

Associate Wealth Management Advisor

Olivier Pearson 

BSc, F.Pl.
Associate Wealth Management Advisor

Rachel Pepin

Associate Wealth Management Advisor

Elizabet Baillargeon

Wealth Management Associate

Marie-Gil Paquette

BBA
Wealth Management Associate

Kariane Lavallée-L’Heureux

Wealth Management Assistant

Mélanie Riendeau

Wealth Management Assistant

Branch information

Brossard

2000 De l’Éclipse Street
11th Floor
Brossard QC  J4Z 0S2
Directions  External link.

Phone
450-671-6788 Ce lien ouvre votre application de téléphonie.
1-888-883-4588 Ce lien ouvre votre application de téléphonie.

Valleyfield

825 Monseigneur-Langlois Boulevard
Suite 150
Salaberry-de-Valleyfield QC  J6S 1B8
Directions  External link.

Phone
450-377-3595 Ce lien ouvre votre application de téléphonie.
1-800-925-3053 Ce lien ouvre votre application de téléphonie.

Desjardins Securities is a trade name used by Desjardins Securities Inc. Desjardins ®, Desjardins Wealth Management Securities 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.CFA® is a registered trademark owned by CFA Institute. Investment solutions and discretionary portfolios management service is offered by Desjardins Securities Inc. Your Signature Service turnkey offer also uses other specialists from Desjardins Group. The financing and transaction solutions are provided by Fédération des caisses Desjardins du Québec. Some of the financial planning, tax, trust and estate services can be offered by Desjardins Trust Inc. Desjardins Financial Security Life Assurance Company provides life and health insurance, while Desjardins General Insurance Inc. provides property and casualty insurance.