Our Team
Made up of professionals who are readily available and responsive to our clients, our team is your ally of choice.
Take advantage of our know-how and judicious advice.
Soucy Couture Advisory Group
Portfolio Managers
Soucy Couture Advisory Group, Portfolio Managers
Excellence accreditation attests that the investment advisor's practice meets the highest standards of quality in order to offer you an unparalleled experience in meeting your financial needs. This distinction is awarded exclusively to Desjardins Securities investment advisors who participate in a continuous development and improvement program.
Our mission
To accompany you as you go through the major stages of your life and build your wealth.
Having more means giving more
Community involvement and selfless giving are central to our team's values. In the fall of 2020, we initiated a campaign to highlight the outstanding work of 3 organizations in our region. The response from the community was amazing. Thanks for your generosity!
We continue to get involved, both individually and as a team, to encourage charities in the community to pursue their mission.
Daily Pulse
Want to learn more about the North American, European and international financial markets? Listen to what Michel Doucet, Vice-President and Portfolio Manager at Desjardins Wealth Management has to say.
We continue to get involved, both individually and as a team, to encourage charities in the community to pursue their mission.
Testimonial
An expression of confidence
One of our clients had a top priority of consolidating his assets in one place to simplify his estate. The client had property in Ontario, Quebec and the United States. Taxes were his second priority.
We agreed on a number of meetings with him to resolve the difficulties identified. Collecting information was challenging because of the kinds of documents needed. We looked at the information gathered and the overall situation to give him some recommendations and a plan to implement them. Our client was very impressed with how thorough we were and with our approach that was geared to manage his wealth. So he approved the proposed strategy.
He is now our largest client and he opted for fee-based compensation. We continue the cycle w…
Soucy Couture Advisory Group