Demers Group
Desjardins Securities
About us
Our approach
We believe every client is unique. That’s why we draw on our full range of expertise to develop personalized investment strategies. We manage your portfolio with discipline and precision, integrating optimal solutions with seamless execution.
Our investment philosophy
Our investment philosophy is built on three core pillars: performance, risk management, and tax-efficient investing. We follow a top-down approach that allows us to position portfolios strategically across geographic regions and industry sectors.
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
Entrepreneurs and healthcare professionals
Healthcare-related foundations
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.
Nathalie Demers
MBA, CIM®
Portfolio Manager and Senior Wealth Manager
MBA, CIM®
Portfolio Manager and Senior Wealth Manager
Nathalie has built her career in finance and wealth management. She holds an MBA from HEC Montréal. Her education, combined with years of experience, has helped her grow and protect her clients’ wealth—through investments, insurance, and estate planning. She creates personalized portfolios with a strong focus on risk management.
What sets her team apart is their deep commitment and high standards—both in managing investments and delivering exceptional client service.
Nathalie is known for her discipline, integrity, and creative thinking when it comes to building financial strategies. She also brings strong skills in networking, public speaking, and presenting tailored solutions, including Individual Pension Plans (IPPs) and professional networks.
LinkedIn profile External link.
Phone
Renaud Lafrance Longtin
Assistant Wealth Management Advisor
Assistant Wealth Management Advisor
A former student-athlete who proudly wore Université de Sherbrooke’s green and gold, Renaud has been with Demers Group for six years, bringing strong work ethic and dedication to the team. After university, he specialized in finance by completing the Canadian Securities Course (CSC), the Conduct and Practices Handbook course (CPH), and the Wealth Management Essentials (WME) course through the Canadian Securities Institute.
LinkedIn profile External link.
Phone
Cristina Leporé
BA, F.Pl. RIS
Associate Wealth Management Advisor and Financial Planner
BA, F.Pl. RIS
Associate Wealth Management Advisor and Financial Planner
Cristina holds a bachelor of management with a finance concentration from HEC Montréal and brings 21 years of experience in financial planning. She’s worked in a variety of sectors, including financial security, wealth management, and financial planning. Her in-depth expertise and ability to develop personalized financial strategies are valuable assets for our business practice and clients.
LinkedIn profile External link.
Phone
Stephen Lafrance
Wealth Management Assistant
450-682-5858 This link opens your phone app., ext 5062482
Branch information
Laval
3055 St-Martin Boulevard West
Suite T440
Laval QC H7T 0J3
Directions External link.
Phone
450-682-5858 Ce lien ouvre votre application de téléphonie.
1-800-449-7881 Ce lien ouvre votre application de téléphonie.
