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Louis-Étienne Fortin

Desjardins Securities

About us

Our approach

Our mission is to give you the freedom to focus on those who matter most. With personalized, transparent, and disciplined support, we build each portfolio from the ground up, tailored to your goals, risk tolerance, and investment horizon.

Our investment philosophy

In a complex financial world, success depends on a disciplined approach. We rely on rigorous risk analysis to safeguard capital over the long term and seize opportunities for sustainable growth.

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

Working with foundations

Institutional clients

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

Louis-Étienne Fortin

BBA

Wealth Manager

514-426-2260 Phone number of Louis-Étienne Fortin. This link opens your phone app., ext 5100517

View profile  Louis-Étienne Fortin

Oxana Marcu

Wealth Management Associate

514-426-2260 Phone number of Oxana Marcu. This link opens your phone app., ext 5100070

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 Saint-Jacques

Business Transfer Coach

Amandine Bourillon

Notary

André Auclair

Notary

Geneviève D'Amours

Notary

Geneviève Forest

Senior Financial Planning Advisor3

Jérôme Dostie-Bourgault

Senior Tax Advisor

Sonia Jolette

Financial Security Advisor4

Stéphane Thibault

Senior Tax Advisor

Frédérique Dinelle

Senior Tax Advisor

Mélanie Tremblay

Senior Tax Advisor

Catherine Beauchamp

Notary

Claudee L'Heureux

Financial Planner3

Marie-Pier Grégoire

Notary

Lina Morin

Notary

François Remete

Notary

Myriam Verreault

Notary

Branch information

Pointe-Claire

1 Holiday Avenue, West Tower
Suite 500
Pointe-Claire QC  H9R 5N3
Directions  External link.

Phone
514-426-2260 Ce lien ouvre votre application de téléphonie.
1-866-426-2260 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.Financial planner at Desjardins Financial Services Firm Inc.Through Desjardins Securities Financial Services Inc.