Our customer service

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.