Steven Dion Team
Desjardins Securities
About us
Our approach
We’re here to support you throughout your life’s journey, helping you manage and grow your wealth so you can pursue the goals that matter most to you. Grounded in pragmatism, we always put your interests first.
Our investment philosophy
We aim to deliver the best possible returns relative to your portfolio’s risk profile. Leveraging advanced quantitative and technical analysis tools, we identify undervalued securities and hold them until they reach their full potential.
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
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.
Steven Dion
BBA
Wealth Manager
514-876-1441 Phone number of Steven Dion. This link opens your phone app.
BBA
Wealth Manager
- Bachelor’s degree in business administration, Université du Québec à Trois-Rivières
- More than 25 years of experience as a wealth manager
LinkedIn profile External link.
Phone
514-876-1441 Phone number of Steven Dion. This link opens your phone app.
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.
