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Katy McBrearty

Desjardins Securities

About us

Our approach

We craft a tailored strategy to help you grow, safeguard, and seamlessly transfer your wealth—with a long-term, multigenerational perspective at the core. Through personalized guidance, we support you with thoroughness, empathy, and integrity as you pursue your financial and personal aspirations

Our investment philosophy

Our investment philosophy is anchored in two key principles: disciplined risk management and performance optimization, driven by our proven expertise. It’s a simple strategy that consistently delivers strong, reliable results.

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

Young investors, entrepreneurs, and incorporated professionals

High-net-worth families

Retirees

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

Katy McBrearty

BBA, FCSI®, CIM®

Wealth Manager

450-682-3046 Phone number of Katy McBrearty. This link opens your phone app.

View profile  Katy McBrearty

Samir Wehbe

BBA

Wealth Management Associate

450-682-5858 Phone number of Samir Wehbe. This link opens your phone app., ext 5131301

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

Roxane Falcon

Notary Specialized in Personal Trust Services

Sonia Jolette

Financial Security Advisor3

Guillaume Lalonde

Senior Advisor and Business Transfer Coach

Hany Malek

Financial Planner4

François Remete

Notary

Alain Saint-Jacques

Business Transfer Coach

Stéphane Thibault

Senior Tax Advisor

Branch information

Laval

3055 St-Martin Boulevard West
Suite T440
Laval QC  H7T 0J3
Directions  External link.

Phone
450-682-5858 Ce lien ouvre votre application de téléphonie.
1-800-449-7881 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.. Fellow of CSI (FCSI®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc.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.Through Desjardins Securities Financial Services Inc.Financial planner at Desjardins Financial Services Firm Inc.