Desaulniers Group
Desjardins Securities
About us
Our approach
Our mission is to be your partner and architect of your financial success. With a personalized and evolving plan, we work to grow your wealth. We design, implement, and monitor a strategy tailored to your needs, desires, and long-term goals.
Our investment philosophy
Over the years, we have developed a simple and highly disciplined investment process that has been tested and proven effective across various market cycles. We focus on preserving your capital while combining diversification, risk management, growth, and income.
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 services
Our team’s specialties
Incorporated companies and professionals
Pre-retirees and retirees
Integrated tax planning
Our team
- Team
- Partners
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.
Nancy Desaulniers
MBA, CIM
Wealth Manager
514-985-3567 Phone number of Nancy Desaulniers. This link opens your phone app.
MBA, CIM
Wealth Manager
Nancy has been a securities industry professional for over 30 years. She quickly rose through the ranks, holding several management positions and earning recognition for her expertise in financial markets and her ability to deliver value-added solutions.
These strengths enabled her to take on a number of challenges, including the creation and development of a premium brokerage service tailored to high-net-worth clients. Nancy brings a forward-thinking approach that helps clients achieve their financial objectives. Time and again, she has demonstrated a deep understanding of her clients’ needs.
To provide the highest level of expertise, she completed a master of business administration with a specialization in portfolio management, at Université du Québec à Montréal. She also holds the Chartered Investment Manager (CIM) designation.
LinkedIn profile External link.
Phone
514-985-3567 Phone number of Nancy Desaulniers. This link opens your phone app.
Tania Gagnon
Associate Wealth Management Advisor
514-281-0362 Phone number of Tania Gagnon. This link opens your phone app.
Associate Wealth Management Advisor
Phone
514-281-0362 Phone number of Tania Gagnon. This link opens your phone app.
Johanne Prémont
Wealth Management Associate
514-281-2576 Phone number of Johanne Prémont. This link opens your phone app., ext 5064431
Wealth Management Associate
Phone
514-281-2576 Phone number of Johanne Prémont. This link opens your phone app., ext 5064431
Cédric Tremblay
Administrative Assistant
514-281-2882 Phone number of Cédric Tremblay. This link opens your phone app.
Administrative Assistant
Phone
514-281-2882 Phone number of Cédric Tremblay. This link opens your phone app.
Julianne Tremblay
Administrative Assistant
Administrative Assistant
Partners
We work with skilled professionals
Alain Chevalier
Business Transfer Coach
Catherine Beauchamp
Notary
Claude Desautels
Financial Security Advisor
Guillaume Lalonde
Senior Advisor and Business Transfer Coach
Sonia Jolette
Financial Security Advisor
Vincent Sigouin-Marquis
Financial Planner
André Auclair
Notary
Amandine Bourillon
Notary
Geneviève D'Amours
Notary
Marie-Pier Grégoire
Notary
Lina Morin
Notary
François Remete
Notary
Myriam Verreault
Notary
Jérôme Dostie-Bourgault
Senior Tax Advisor
Stéphane Thibault
Senior Tax Advisor
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.
