Garon Fluet Bissonnette Rodrigue Team
Desjardins Securities
About us
Our approach
Our personal approach and deep expertise have made us a leader in wealth management in Quebec. With our multidisciplinary team, we help you optimize your taxes and build sophisticated, customized investment solutions.
Our investment philosophy
A disciplined process is the key to our success. That’s why we take a methodical approach to portfolio management, aiming to reduce volatility and protect your capital. Simply put, we seek growth at a reasonable price.
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
Discretionary portfolio management
Entrepreneurs
Comprehensive tax planning
Communications
Annual conference
Each year, we host a special event for our clients, featuring an economic and financial review, insights for the year ahead, cocktails, networking, and a private tour of an exhibition.
Monthly conferences
Our virtual conferences cover topics such as politics, economics, markets and taxes.
Monthly insights
Each month, we send out an email with our insights on the economy and market trends.
Our team
- Team
- Partners
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.
Jacques Garon
BBA, CIM®
Portfolio Manager, Senior Wealth Manager
Jocelyn Bissonnette
MSc, BBA, CFA®, CIM
Portfolio Manager, Wealth Manager
418-692-3668 This link opens your phone app., ext. 5112018
Caroline Fluet
CIWM®, BA
Portfolio Manager, Senior Wealth Manager
Louis Rodrigue
CAIA®, MSc, CFA®
Portfolio Manager, Wealth Manager
Stéphane Gagnon
BBA, F.Pl.
Associate Wealth Management Advisor
Sabrina Rhéaume
BBA, F.Pl.
Financial Planner
418-692-3668 This link opens your phone app., ext. 5112032
Partners
We work with skilled professionals
Alain Chevalier
Business Transfer Coach
Claude Desautels
Financial Security Advisor
Jeffrey Morrow
Financial Security Advisor
Branch information
Quebec City
70 Dalhousie Street
5th Floor
Quebec City QC G1K 4B2
Directions Lien externe au site.
Phone
418-692-3668 Ce lien ouvre votre application de téléphonie.
1-877-780-1166 Ce lien ouvre votre application de téléphonie.
What sets us apart
Excellence accreditation
The Excellence Accreditation shows that our investment advisors meet the highest quality standards.
