DCF Team
Desjardins Securities
About us
Our approach
Our team offers ongoing support in your financial planning, acting as your compass to achieve medium- to long-term goals. With a flexible approach, we prioritize balance, low volatility, reduced fees and tax optimization.
Our investment philosophy
We believe that building your portfolio involves aligning your financial objectives with the right asset allocation. Our core pillars—risk management, diversification and quality stock selection—ensure that your investments seamlessly integrate with your overall financial planning strategy.
Community involvement
Our team is involved in many causes, such as the Suroit hospital’s Smile Cookie campaign (site in French only) External link., a mental health initiative to support young people in the Suroit region. We also make generous contributions to the Montreal Canadiens Children’s Foundation 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.
Our team’s specialties
Discretionary portfolio management
Incorporated professionals and executives of large companies
Agriculture companies
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.
Didier Filion
MSc, CFA®
Portfolio Manager, Senior Wealth Manager
Jean-Pierre Rousseau
CIM®
Portfolio Manager, Wealth Manager
Branch information
Brossard
2000 De l’Éclipse Street
11th Floor
Brossard QC J4Z 0S2
Directions Lien externe au site.
Phone
450-671-6788 Ce lien ouvre votre application de téléphonie.
1-888-883-4588 Ce lien ouvre votre application de téléphonie.
Salaberry-de-Valleyfield
825 Monseigneur-Langlois Boulevard
Suite 150
Salaberry-de-Valleyfield QC J6S 1B8
Directions Lien externe au site.
Phone
450-377-3595 Ce lien ouvre votre application de téléphonie.
1-800-925-3053 Ce lien ouvre votre application de téléphonie.
