What sets us apart
Your satisfaction is our first priority
Our realistic and personalized approach builds trust and lasting relationships. We’re here for you and your family at every stage of your life.
Our multigenerational team is renowned for its expertise, professionalism and ability to deliver results. We’re financial market and wealth management experts.
Our mission
To offer you solid and current strategies tailored to fit your situation and your wealth management needs.
Take the time to listen and understand you so we can provide optimal guidance in personal, business, family and estate matters, in an optimal manner.
We share your values
Trustworthy
We know that trust and reliability are key when it comes to personal finance. We demonstrate transparency in giving you an accurate picture of your economic and financial situation.
Professional
We believe that professionalism is the foundation of a successful financial relationship. Growing your wealth with us means partnering with a team of specialists who values your goals and put your needs first.
Stable
We build a lasting and consistent relationship with you. We become familiar with your situation, your goals and your challenges over time so we can give you personalized wealth management advice.
Ready to help
We are available for you when you need us, and we are ready to give your requests the attention they deserve. We work proactively to ensure your financial well-being.
A whole network of professionals at your service
Our clients get complimentary access to financial planners, notaries and tax specialists, along with specialized banking services. We work with experts to optimize your investment strategy and give you financial satisfaction and peace of mind.
Our social engagement
Working with us means choosing caring investment advisors who are dedicated to their clients and give back to their community. Our values include sharing and authenticity. That means investing time and energy in promoting causes and values that we believe in.
We support several charitable causes, including the Montreal Canadians Children’s Foundation, which works with underprivileged youth. Since 2003, Desjardins Securities has raised over $6.9 million for the charity through its annual fundraising drive. As a cooperative organization, Desjardins operates according to a set of core values and gives back to the communities it serves.