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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

Listening to investors

In our weekly podcast, we explore key topics in wealth and portfolio management.

Our team

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.

Martin-Guy Bernier

F.Pl.
Senior Wealth Manager

Sarah Zuckermann

BA
Wealth Manager

Michèle Accarisi

BComm, CIM®
Associate Wealth Management Advisor

Mathieu Bernier

CSC®
Wealth Management Associate

Partners

We work with skilled professionals1 to offer guidance that matches your priorities. Together, we plan and execute strategies to address both your current and future needs.

André Auclair

Notary

Amandine Bourillon

Notary

Geneviève D'amours

Notary

Jérôme Dostie-Bourgault

Senior Tax Advisor

Geneviève Forest

Notary

Sonia Jolette

Financial Security Advisor2

Mathieu Pelletier

Senior Tax Advisor

Alain Saint-Jacques

Business Transfer Coach

Vincent Sigouin-Marquis

Financial Planner3

Stéphane Thibault

Senior Tax Advisor

Contact us

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.

Desjardins Wealth Management Securities is a trade name used by Desjardins Securities Inc. Desjardins Securities Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF). To find out if a person is currently employed by a company regulated by the CIRO, refer to the Advisor Report External link.. Chartered Investment Manager (CIM®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc.Canadian Securities Course (CSC®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc. Some services are offered through Desjardins Securities Financial Services, caisses or external professionals.Through Desjardins Securities Financial Services.Financial planner at Desjardins Financial Services Firm Inc.