Team Bernier
Desjardins Securities
About us
Our approach
We take a thoughtful, personalized approach to help you achieve your financial goals. By focusing on clear communication, trust and transparency, we ensure you're always informed about your portfolio and assets. Our team is committed to supporting you and your family on the path to financial empowerment.
Our investment philosophy
Our portfolio management is built on rigour, discipline and a commitment to growing your wealth. We aim to provide stable, high-quality income while focusing on investments that excel in social, environment and governance (ESG) standards.
Community involvement
Since 2003, Desjardins Securities has proudly served as a frontline partner of the Montreal Canadiens Children's Foundation External link.. The foundation promotes physical activity and fosters healthy lifestyle habits among young people in underprivileged areas of Quebec. Supporting this meaningful cause is a privilege we deeply value.
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
Incorporated companies and professionals
Responsible investment
Healthcare professionals
Communications
Our team
- Team
- Partners
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.
F.Pl.
Senior Wealth Manager
More than 20 years' experience in the financial sector, working in key positions at various financial institutions.
Financial planner registered with the IQPF.
Martin-Guy Bernier is responsible for creating investor profiles, developing investment proposals, managing retirement planning, selecting securities and maintaining expertise across the 7 areas of financial planning.
LinkedIn profile External link.
Phone
BA
Wealth Manager
More than 20 years' experience in the financial sector, working in key positions in various financial institutions and companies.
Areas of expertise include strategic account planning, business development and customer service.
Sarah Zuckermann is responsible for developing and maintaining relationships with internal and external partners, overseeing strategic planning, managing client relationships and leading marketing and communication initiatives.
LinkedIn profile External link.
Phone
Michèle Accarisi
BComm, CIM®
Associate Wealth Management Advisor
BComm, CIM®
Associate Wealth Management Advisor
A Concordia University graduate with a bachelor of commerce in finance and a Canadian Investment Manager designation from the Canadian Securities Institute (CSI), Michèle has been with Desjardins Securities since 2000. Her expertise and knowledge enable her to assist Martin-Guy and Sarah with client files and order execution. She also handles administrative inquiries for clients.
Phone
Partners
We work with skilled professionals
André Auclair
Notary
Amandine Bourillon
Notary
Geneviève D'amours
Notary
Jérôme Dostie-Bourgault
Senior Tax Advisor
Geneviève Forest
Notary
Sonia Jolette
Financial Security Advisor
Alain Saint-Jacques
Business Transfer Coach
Vincent Sigouin-Marquins
Financial Planner
Stéphane Thibault
Senior Tax Advisor
Branch information
Montreal
1170 Peel Street
Suite 300
Montreal QC H3B 0A9
Directions Lien externe au site.
Phone
514-985-7585 Ce lien ouvre votre application de téléphonie.
1-866-985-7585 Ce lien ouvre votre application de téléphonie.
