Yannick Grégoire Team
Desjardins Securities
About us
Our approach
We support you through every stage of your life—and those of your loved ones—to help preserve and grow your wealth over the long term. Our service is built on three core values: listening, respect, and transparency, which we believe are essential to building lasting trust.
Our investment philosophy
We aim to deliver the best possible risk-adjusted returns for your portfolio. Our strategy emphasizes diversification across multiple criteria to manage risk effectively. We leverage advanced analytical tools to 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’s specialties
Entrepreneurs
Pre-retirees and retirees
Mass-affluent and high-net-worth families
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.
Yannick Grégoire
FCSI®, CIM®
Portfolio Manager
Wealth Manager
514-281-3066 Phone number of Yannick Grégoire. This link opens your phone app.
FCSI®, CIM®
Portfolio Manager
Wealth Manager
- Chartered Investment Manager (CIM)
- Fellow of the Canadian Securities Institute—one of the most prestigious designations in the industry
- Active in the brokerage industry since 1999
- Areas of expertise: monitoring economic trends and risk management
- Pragmatic, rational, and results-oriented
Yannick closely monitors global economic developments and uses these insights to proactively manage potential risks in your portfolio.
LinkedIn profile External link.
Phone
514-281-3066 Phone number of Yannick Grégoire. This link opens your phone app.
Stéphane Borduas
CFA®, BBA, DESS
Associate Wealth Management Advisor
514-281-8248 Phone number of Stéphane Borduas. This link opens your phone app., ext 5022031
CFA®, BBA, DESS
Associate Wealth Management Advisor
With an outstanding career spanning nearly 25 years in the securities industry—including 20 years with Desjardins Securities—Stéphane brings deep expertise in financial markets and a wide range of investment products, including structured notes, equities, fixed income, and options. He holds a BBA, a specialized graduate diploma (DESS) in finance, and the CFA designation, reflecting his strong academic background and commitment to excellence in the field.
Stéphane is known for his personalized approach to client service, adding meaningful value to our wealth management offering. His analytical rigor and ability to clearly explain complex financial concepts make him an exceptional advisor and partner.
Phone
514-281-8248 Phone number of Stéphane Borduas. This link opens your phone app., ext 5022031
Partners
We work with skilled professionals
Alain Chevalier
Business Transfer Coach
Amandine Bourillon
Notary
André Auclair
Notary
Geneviève D'Amours
Notary
Geneviève Forest
Senior Financial Planning Advisor
Laurent Poirier
Financial Security Advisor
Vincent Sigouin-Marquis
Financial Planner
Catherine Beauchamp
Notary
Claudee L'Heureux
Financial Planner
Marie-Pier Grégoire
Notary
Lina Morin
Notary
François Remete
Notary
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.
