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CDG Advisory Group

Desjardins Securities

About us

Our approach

Our team is dedicated to understanding your financial goals and creating a clear plan to help you achieve them. We prioritize your needs and aim for your family’s long-term success. Our core values are diligence, reliability, transparency and integrity.

Our investment philosophy

Our investment philosophy combines growth with stable income. We seek high-quality investment opportunities that respond to changing economic conditions, optimizing your returns while minimizing risk.

Community involvement

Our team values the education and health, both physical and mental, of young people. We are involved in the charitable activities of Moisson Montréal External link., the 28-day alcohol-free challenge by Fondation Jean Lapointe (site in French only) External link. and Fondation Papillon’s annual cycling fundraiser (site in French only) External link..

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.

Learn more about our services External link.

Our team’s specialties

Discretionary portfolio management

Family businesses, family offices, and entrepreneurs in Quebec and Ontario

Foundations and non-profit organizations

Communications

Quarterly economic and financial reports

Overview of the current economic situation both locally and globally, the status of our discretionary management portfolio and our projections for the year ahead.

See more on LinkedIn  External link.

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.

Carine Cadorette

Wealth Manager

450-682-7714 This link opens your phone app.

Luc David

CIM®
Wealth Manager

450-682-7632 This link opens your phone app.

Martin Gendron

CAIA®, MSc, FCSI®, CIWM®, CIM®
Portfolio Manager, Wealth Manager

514-985-4051 This link opens your phone app.

Josée Gagné

Wealth Management Associate

450-682-5858 This link opens your phone app., ext.  5131021

Pauline Roy

Wealth Management Associate

450-682-7705 This link opens your phone app.

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

Geneviève Forest

Notary

Sonia Jolette

Financial Security Advisor2

Guillaume Lalonde

Senior Advisor and Business Transfer Coach

Hany Malek

Financial Planner3

Branch information

Laval

3055 St-Martin Boulevard West
Suite T440
Laval QC  H7T 0J3
Directions  Lien externe au site.

Phone
450-682-5858 Ce lien ouvre votre application de téléphonie.
1-800-449-7881 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.Chartered Alternative Investment Analyst (CAIA®) is a registered trademark of the Chartered Alternative Investment Analyst Association, Inc.Fellow of CSI (FCSI®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc.Certified International Wealth Manager (CIWM®) is a registered trademark of AZEK AG. Some services are offered through Desjardins Securities Financial Services, caisses or external professionals.Through Desjardins Securities Financial Services Inc.Financial planner at Desjardins Financial Services Firm Inc.