Your investment advisor's right arm
5 members of our team partner with your investment advisor to meet your needs.
When you entrust your assets to us, we also work to meet all your other financial needs. We offer assistance with the following:
- Setting up your portfolio
- Your personalized meeting cycle
- Your tax returns—a member of the team answers questions from your accountant and tax specialist
- Desjardins Group products and services
- Your first account statement
- Registering at vmdconseil.ca
- Your subscription to our monthly financial letter, Le Rapporteur
We make sure your experience with the Ouellet-Bolduc Group far exceeds your expectations.