Jean-Daniel Trudeau

Desjardins Securities

About us

Our approach

We’re committed to meeting with you at least twice a year to build a strong, trust-based relationship and ensure ongoing oversight of your financial plan. We’re here for you during times of financial uncertainty, and you can count on our support throughout our partnership.

Our investment philosophy

We place the investor at the centre of every financial strategy. Their investment goals, interests, and values guide how their wealth is managed. To ensure their portfolio remains aligned with these priorities, we stay informed on market developments and adjust its composition as conditions evolve.

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

Our team’s specialties

Non-profit organizations and municipalities

Entrepreneurs and incorporated professionals

Tax optimization

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.

people

Jean-Daniel Trudeau

BBA, CIM^®

Wealth Manager

514-876-0502 Phone number of Jean-Daniel Trudeau. This link opens your phone app.

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Imane Aïna

Wealth Management Assistant

514-281-2244 Phone number of Imane Aïna. This link opens your phone app., ext 5068119

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.

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.

Conduct and Practices Handbook Course (CPH^®) 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 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.