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Jacques Neault

Desjardins Securities

About us

Our approach

Integrity is our core value, closely followed by honesty and discipline. We’re committed to being accessible and staying informed through continuous learning, so we can offer advice that reflects the latest market developments.

Our investment philosophy

We strive to maximize returns while minimizing risk. Our portfolios are actively monitored and rebalanced to reflect economic shifts and key life milestones, ensuring alignment with each client’s evolving goals.

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

High-net-worth individuals

Businesses and trusts

Equities and bonds

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

Jacques Neault

BBA

Investment Advisor

514-281-7026 Phone number of Jacques Neault. This link opens your phone app.

View profile  Jacques Neault

Mathieu Bernier

Wealth Management Associate

514-281-1078 Phone number of Mathieu Bernier. 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.

Alain Chevalier

Business Transfer Coach

Jérôme Dostie-Bourgault

Senior Tax Advisor

Sonia Jolette

Financial Security Advisor3

Stéphane Thibault

Senior Tax Advisor

Vincent Sigouin-Marquis

Financial Planner4

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.. 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.Through Desjardins Securities Financial Services Inc.Financial planner at Desjardins Financial Services Firm Inc.