Manon Pelletier Team
Desjardins Securities
About us
Our approach
We’re committed to guiding you and your family through managing and preserving your wealth, so you can focus on what matters most. Our personalized approach, streamlined processes, and tailored solutions are designed to simplify your life.
Our investment philosophy
We design investment strategies tailored to your needs and financial reality. Through thoughtful asset diversification, we aim to reduce risk and enhance returns. And as markets shift, we proactively rebalance to keep your strategy aligned and your investments on track.
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 services
Our team’s specialties
Tax optimization
Responsible investing
Our team
- Team
- Partners
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.
Manon Pelletier
BBA, F.Pl., CIM®
Wealth Manager
Portfolio Manager and Financial Planner
514-876-0506 Phone number of Manon Pelletier. This link opens your phone app., ext 5022002
BBA, F.Pl., CIM®
Wealth Manager
Portfolio Manager and Financial Planner
Manon holds a bachelor’s degree in business administration and is a financial planner. With over 20 years of experience in the financial industry, she has held a variety of roles that have given her a deep and well-rounded understanding of the sector. Her commitment to client interests, service quality, transparency, and clear communication has always been central to her approach. Drawing on her expertise in investment management and financial planning, she guides her clients with clarity and efficiency toward achieving their financial goals.
Phone
514-876-0506 Phone number of Manon Pelletier. This link opens your phone app., ext 5022002
Partners
We work with skilled professionals
André Auclair
Notary
Catherine Beauchamp
Notary
Amandine Bourillon
Notary
Alain Chevalier
Business Transfer Coach
Geneviève D'Amours
Notary
Frédérique Dinelle
Senior Tax Advisor
Jérôme Dostie-Bourgault
Senior Tax Advisor
Roxane Falcon
Notary Specialized in Personal Trust Services
Marie-Pier Grégoire
Notary
Sonia Jolette
Financial Security Advisor
Claudee L'Heureux
Financial Planner
Lina Morin
Notary
Adam Pegler
Financial and Tax Planning Senior Advisor
Laurent Poirier
Financial Security Advisor
François Remete
Notary
Alain Saint-Jacques
Business Transfer Coach
Vincent Sigouin-Marquis
Financial Planner
Stéphane Thibault
Senior Tax Advisor
Mélanie Tremblay
Senior Tax Advisor
Myriam Verreault
Notary
Branch information
Place Ville Marie
1 Place Ville-Marie
Suite 1970
Montreal QC H3B 0E8
Directions External link.
Phone
514-876-1441 This link opens your phone app.
1-866-876-1441 This link opens your phone app.
