Yan Perreault

Desjardins Securities

About us

Our approach

We’re a proactive, accessible team dedicated to meeting your needs. Our expertise helps guide you confidently and ensures lasting peace of mind. With a human approach grounded in listening, understanding, and empathy, we build strong, trust-based relationships.

Our investment philosophy

Our philosophy is rooted in disciplined risk management. We draw on deep expertise to limit exposure and enhance portfolio resilience during periods of market volatility. At the same time, we offer clients significant investment flexibility to build portfolios aligned with their goals.

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

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.

people

Yan Perreault

Investment Advisor

418-480-2760 Phone number of Yan Perreault. This link opens your phone app.

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Josée Simard

Wealth Management Associate

418-693-0207 Phone number of Josée Simard. This link opens your phone app.

Branch information

Alma

75 St-Luc Boulevard
Alma QC G8B 6W7
Directions External link.

Phone
418-480-2760 This link opens your phone app.
1-866-999-2760 This link opens your phone app.

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.

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.