What sets us apart

We use a personalized approach to help you reach your financial goals.

Our values

We believe:

That trust, respect, integrity and authenticity are the keys to a solid business relationship.

That you need a thorough and well-designed plan to reach your wealth management goals.

That as a unique individual, you require a personalized approach that takes your unique needs into account.

That our investment beliefs drive our success.

Our commitment to communities

We invest in the future.

We also contribute to the annual Desjardins Securities day organized for the benefit of the Montreal Canadiens Children’s Foundation. Fees and commissions earned on that day are donated to the Foundation, whose mission is to encourage a healthy lifestyle among disadvantaged youth.