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 and Senior Wealth Manager
CIM®
Portfolio Manager and Senior Wealth Manager
- More than 35 years of experience in the industry
- Expertise in managing substantial wealth
- Advisor Emeritus 2014, a distinction awarded by the Finance et Investissement publication
- Female Personality of the Year, 2016 Grand Richelois Gala
- 2016 Philippe-Boivin prize
With her extensive experience in the securities industry and management, Anik expertly guides the team’s decisions. Throughout her career, she has also led training and compliance efforts at several brokerage firms.
LinkedIn profile External link.
Phone
BBA, CFA®
Wealth Manager
- Holds the CFA (Chartered Financial Analyst) designation
- Bachelor’s degree in administration from Université Laval
- Experience as a trader
Passionate about financial markets and portfolio management, Éric leads the management committee. A proactive team member with a sharp analytical mind, he is highly regarded for his thoughtful and well-informed contributions.
LinkedIn profile External link.
Phone
Dominique Di Fiore
MMIE, BComm, CSC®, WME®
Investment Advisor
MMIE, BComm, CSC®, WME®
Investment Advisor
- Bachelor of commerce from McGill University
- Master of business administration from Queen’s University
- Canadian Securities Course (CSC®)
- Wealth Management Essentials (WME®) Course
Dominique manages team operations and human resources, applying and optimizing processes and procedures to ensure an outstanding client experience. Dominique has more than 7 years of experience in finance, including more than a year working in business development on major institutional accounts.
Phone
Fanny Jubinville
BSc, CSC®, WME®
Associate Wealth Management Advisor
BSc, CSC®, WME®
Associate Wealth Management Advisor
- Bachelor of economics from Université de Montréal
- Certificate in market finance from HEC Montréal
- Canadian Securities Course (CSC®)
Fanny is in charge of financial planning, ensuring that every client receives exceptional and tailored advice. She works closely with clients’ trusted partners, such as accountants and tax specialists, to provide comprehensive support.
Driven by her passion for finance, Fanny is committed to continuous learning. She passed the Wealth Management Essentials (WME®) course with flying colours and is now in the final stages of earning a certificate in financial planning from UQAM.
Phone
BBA, CFA®
Wealth Manager
- Chartered Financial Analyst (CFA)
- Bachelor’s degree in business administration with a specialization in finance from École des sciences de la gestion at Université du Québec à Montréal
Julien’s expertise and professionalism contribute greatly to the quality of our customer service. He’s dedicated to providing an outstanding client experience.
Drawing on nearly 10 years of professional experience at Fidelity Investments, he has deep knowledge of financial products. During his time at Fidelity, he worked alongside renowned portfolio managers, economists and analysts, who helped him expand his knowledge.
Driven by his passion for wealth management, Julien continually strives to enhance his expertise to help our clients achieve their financial goals.
LinkedIn profile External link.
Phone
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 External link.
Phone
450-223-1880 Ce lien ouvre votre application de téléphonie.
1-855-202-6365 Ce lien ouvre votre application de téléphonie.
