David Tourangeau
Desjardins Securities
About us
Our approach
We are your go-to resource for all financial inquiries. We believe that true wealth management is built on attentive listening and accessibility. By transforming finance into a personalized experience, we help you clarify your objectives, enhance your wealth, and realize your aspirations.
Our investment philosophy
We craft customized investment strategies designed to balance your asset allocation effectively. Our focus is on optimizing your income while safeguarding your investments. Our ultimate goal is to grow your wealth and minimize your tax liabilities.
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
Structured notes
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.
BBA
Senior Wealth Manager
For more than 20 years, David Tourangeau, a graduate of HEC Montréal, has advised professionals, entrepreneurs, healthcare professionals, and affluent families seeking to build sustainable wealth.
He employs a comprehensive approach encompassing investment strategy, tax optimization, retirement planning, and wealth transfers to make sure all his clients’ needs and concerns are addressed.
Many of David’s clients view him as part of their family, a testament to his commitment, the trust he earns, and his dedication to listening and guiding them effectively.
Phone
Maxime Houtart
BBA, CIM®
Wealth Manager and Investment Advisor
BBA, CIM®
Wealth Manager and Investment Advisor
- Chartered Investment Manager (CIM)
- Bachelor’s degree in accounting and financial management, Université Laval
- Over 20 years of experience as an investment advisor and 3 years as a branch co-director
- Options trading licence since 1998
Maxime is constantly monitoring market trends, and his extensive knowledge is an asset for clients in their decision-making.
LinkedIn profile External link.
Phone
BBA
Investment Advisor
- Bachelor of business administration with a specialization in finance from Université du Québec à Montréal
- More than 20 years of experience as an investment advisor
- With Desjardins Securities since 1999
Pascal is a dynamic and effective advisor who upholds the highest standards of integrity and professionalism. Renowned for his commitment to client service, he possesses specialized expertise in structured products. His skills and disciplined approach earn him the trust of his clients.
Involved in his community, Pascal has collaborated with Cégep de Saint-Jérôme for several years to support a scholarship activity for students in the administration program. He’s also deeply involved in the Mont-Laurier Minor Hockey Association.
Phone
819-440-3080 This link opens your phone app., ext 5021223
Daniel Clément
CFA®, F.Pl., BComm
Associate Wealth Management Advisor
CFA®, F.Pl., BComm
Associate Wealth Management Advisor
- Bachelor of commerce (option in finance) from the University of Ottawa and financial planner designation from the Quebec Institute of Financial Planning
- More than 10 years of experience in the investment sector
- With Desjardins Securities since June 2024
Daniel holds the prestigious title of Chartered Financial Analyst (CFA), a mark of excellence in the financial services sector. His experience in investment fund management and private wealth management is evident in his portfolio management, one of his key responsibilities alongside asset allocation, investment strategy development, and financial planning.
Phone
Hans Lanoix-Trottier
BBA
Assistant Wealth Management Advisor
BBA
Assistant Wealth Management Advisor
- Bachelor of business administration, HEC Montréal
- With Desjardins Securities since August 2022
Hans is an assistant wealth management advisor with 15 years of experience in the industry.
In 2022, he joined Desjardins Securities, where he uses his expertise to support clients with their wealth management.
Hans is dedicated to understanding clients’ needs by listening attentively and providing clear answers to their questions.
Phone
Branch information
Gatineau
880 De La Carrière Boulevard
Suite 200
Gatineau QC J8Y 6T5
Directions External link.
Phone
819-772-2221 Ce lien ouvre votre application de téléphonie.
1-888-772-2411 Ce lien ouvre votre application de téléphonie.
Montréal
1 Place Ville-Marie
Suite 1970
Montreal QC H3B 0E8
Directions External link.
Phone
514-876-1441 This link opens your phone app.
1-866-876-1441 This link opens your phone app.
