Anik Armand Team
Desjardins Securities
About us
Our approach
We build strong, trusting relationships by offering personalized support and solutions tailored to your needs. Our team is here to guide you in making smart financial decisions for both your personal and professional goals.
Our investment philosophy
We customize our risk management and tax strategies to fit your unique circumstances. Our proven approach ensures we create effective solutions to both preserve and grow your capital.
Community involvement
We believe that giving back to the community creates a meaningful and lasting impact. That’s why we support the following foundations: Intermed External link. (site in French only), Myra’s Kids External link., Hôtel-Dieu de Sorel External link. (site in French only), Marie-Vincent External link. (site in French only) and Honoré-Mercier External link. (site in French only).
Our approach to your financial success
Our range of services at Desjardins Securities
Make the most of Desjardins Securities’ expertise to plan and optimize your wealth or portfolio. We offer personalized solutions, including financial and retirement planning, investment strategies, estate planning, tax optimization, wealth and loan protection, credit and transactional services.
Our team’s specialties
Discretionary portfolio management
Businesses and foundations
Entrepreneurs and family businesses
Communications
Virtual conferences
Our partners talk about taxes, politics and other strategic topics tied to current business events.
Annual conference and recognition event for our clients and partners
We celebrate the year’s achievements and share insights on the economic and financial market outlook for the year ahead.
Our team
Our team, trained to the highest industry standards, will go the extra mile to help you reach your financial goals. For personalized service, contact our wealth management experts.
Anik Armand
CIM®
Portfolio Manager, Senior Wealth Manager
Dominique Di Fiore
MMIE, BComm, CSC®, WME®
Investment Advisor
Fanny Jubinville
BSc, CSC®, WME®
Associate Wealth Management Advisor
Guillaume Roy-Gagné
BBA, CSC®
Wealth Management Associate
Branch information
Mont-Saint-Hilaire
470 Sir-Wilfrid-Laurier Boulevard
Suite 205
Mont-Saint-Hilaire QC J3H 6K3
Directions Lien externe au site.
Phone
450-223-1880 Ce lien ouvre votre application de téléphonie.
1-855-202-6365 Ce lien ouvre votre application de téléphonie.
