Hugo Serli Team

Desjardins Securities

About us

Our approach

We provide personalized wealth management focused on discretion and dedicated service for a select clientele. Our experienced team is known for its straightforward approach and prudence, as well as its commitment to building strong relationships based on listening, integrity, and transparency.

Our investment philosophy

We use a range of strategies to achieve stable income through capital diversification, opting for value-driven and growth-oriented investments at competitive prices. By carefully assessing your financial needs and objectives, we manage your wealth with a flexible financial plan designed to adapt to your unique situation.

Community involvement

Since 2003, Desjardins Securities has been a frontline partner of the Montreal Canadiens Children’s Foundation External link. Our team also supports the René Verrier External link. and Sainte-Croix/Heriot foundations External link. (sites in French only).

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 services1.

Learn more about our services

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.

people

Hugo Serli

BBA, CIM^®

Wealth Manager

819-477-7149 This link opens your phone app.

View profile

Marie-Claude Labrecque

Wealth Management Assistant

819-751-5109 This link opens your phone app.

Ghislaine Couture

CSC^®, CPH^®

Wealth Management Associate

819-477-7053 This link opens your phone app.

Branch information

Drummondville

330 Cormier Street
Suite 101
Drummondville QC J2C 8B3
Directions Lien externe au site.

Phone
819-477-7100 Ce lien ouvre votre application de téléphonie.
1-800-335-0929 Ce lien ouvre votre application de téléphonie.

Desjardins Securities is a trade name used by Desjardins Securities Inc. Desjardins ^®, Desjardins Wealth Management Securities ^™ and related trademarks are trademarks of the Fédération des caisses Desjardins du Québec used under licence.

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.

Chartered Investment Manager (CIM^®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc.

Canadian Securities Course (CSC^®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc.

Conduct and Practices Handbook Course (CPH^®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc.

Investment solutions and discretionary portfolios management service is offered by Desjardins Securities Inc. Your Signature Service turnkey offer also uses other specialists from Desjardins Group. The financing and transaction solutions are provided by Fédération des caisses Desjardins du Québec. Some of the financial planning, tax, trust and estate services can be offered by Desjardins Trust Inc. Desjardins Financial Security Life Assurance Compagny provides life and health insurance, while Desjardins General Insurance Inc. provides property and casualty insurance.