Our Team
Present in Ontario and Quebec, the Schwaar Yelle Moore Group is a highly professional team of Investment Advisors seeking to establish long-term client relationships built on trust.
Schwaar Yelle Moore Group
Wealth Manager
Schwaar Yelle Moore Group, Wealth Manager
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 investment philosophy
Our investment philosophy is based on sound diversification among all asset categories and according to different investor profiles.
Our goal is to provide a steady and predictable stream of income enabling our clients to remain financially independent despite market fluctuations.