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Fortier Migneault Team

Desjardins Securities

About us

Our approach

We focus all our efforts on meeting our clients’ expectations by delivering personalized wealth management solutions. Our commitment to excellence is reflected in the high standards of professionalism and integrity we uphold.

Our investment philosophy

Our philosophy is guided by rigor, discipline, and prudence, with the goal of protecting your capital and generating returns aligned with your investment objectives. Our team is made up of carefully selected, highly qualified professionals.

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

Non-profit organizations

Entrepreneurs and professionals in healthcare, technology, and finance

ETFs, global equities, security selection, and responsible investing

Our team

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.

people

Nicolas Fortier

CIWM®, BSc, CIM®

Wealth Manager

514-985-4321 Phone number of Nicolas Fortier. This link opens your phone app.

View profile  Nicolas Fortier

Martin Migneault

BA, CIM®

Wealth Manager

514-985-3464 Phone number of Martin Migneault. This link opens your phone app.

View profile  Martin Migneault

Alexa-Ingrid Migneault-Romero

Wealth Management Assistant

514-281-7029 Phone number of Alexa-Ingrid Migneault-Romero. 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

Alain Chevalier

Business Transfer Coach

Geneviève D'Amours

Notary

Jérôme Dostie-Bourgault

Senior Tax Advisor

Geneviève Forest

Senior Financial Planning Advisor3

Sonia Jolette

Financial Security Advisor4

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 ™ 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.. Certified International Wealth Manager (CIWM®) is a registered trademark of AZEK AG.Chartered Investment Manager (CIM®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc. 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.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.