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Maryana Sokolyuk Group

Desjardins Securities

About us

Our approach

We embrace a holistic advisory approach that reflects both individual and family goals. We guide our clients through decisions and provide a steady presence. We explain market events, always mindful of unique concerns each one brings.

Our investment philosophy

Our goal is to preserve your capital and proactively manage risk while maximizing returns through disciplined, tax-efficient diversification. Our strategies combine a scientific approach with ESG considerations and a long-term perspective tailored to your goals.

Community involvement

Giving back to the community is how we build hope and a brighter future.

We support culture, education and the well-being of children and families through the Montreal Canadiens Children’s Foundation External link., Centre culturel Desjardins External link. and Centre culturel de Joliette, Fondation Richelieu de Joliette External link. and the Canada-Ukraine Foundation External link..

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.

Our team’s specialties

Discretionary portfolio management

Corporate executives, business owners, management companies and trusts

Pre-retirees, retirees and professionals

Our team

Team

people

Maryana Sokolyuk

MA, MBA, FCSI®, CIM®, RIAC

Portfolio Manager

Senior Wealth Manager

514-281-8697 Phone number of Maryana Sokolyuk. This link opens your phone app.

View profile  Maryana Sokolyuk
View profile  Mario Sylvestre

Camille Leclerc-Plouffe

Associate Wealth Management Advisor

514-281-7796 Phone number of Camille Leclerc-Plouffe. This link opens your phone app.

View profile  Camille Leclerc-Plouffe

Partners

We work with skilled professionals3 to offer guidance that matches your priorities. Together, we plan and execute strategies to address both your current and future needs.

André Auclair
Notary

Catherine Beauchamp
Notary

Roxane Falcon
Notary Specialized in Personal Trust Services

Geneviève D'Amours
Notary

Frédérique Dinelle
Senior Tax Advisor

Jérôme Dostie-Bourgault
Senior Tax Advisor

Geneviève Forest
Senior Financial and Tax Planning Advisor 2

Marie-Pier Grégoire
Notary

Sonia Jolette
Financial Security Advisor4

Guillaume Lalonde
Senior Advisor and Business Transfer Coach

Claudee L'Heureux
Senior Financial and Tax Planning Advisor2

Joanie Lusignan
Senior Tax Advisor

Laurent Montigny
Notary

Lina Morin
Notary

François Remete
Notary

Vincent Sigouin-Marquis
Senior Financial and Tax Planning Advisor2

Stéphane Thibault
Senior Tax Advisor

Myriam Verreault
Notary

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 TM 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.Canadian Securities Course (CSC®) 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 advisory services are offered by Desjardins Securities Inc. Financial planning services are offered by Desjardins Securities Inc. or by Desjardins Securities Financial Services Inc. Financing services and transaction solutions are provided by the Fédération des caisses Desjardins du Québec. Personal trust services may be offered by Desjardins Trust Inc. Life insurance products and services may be offered by Desjardins Securities Financial Services Inc. or by Desjardins Financial Security Life Assurance Company, while Desjardins General Insurance Inc. provides property and casualty insurance.Financial planner at Desjardins Financial Services Firm Inc.Some services are offered through Desjardins Securities Financial Services, caisses or external professionals.Through Desjardins Securities Financial Services Inc.