Marcello Varano Team
Desjardins Securities
About us
Our approach
We take a personalized and people-focused approach to guide our clients and their families on their journey toward achieving their financial goals. By building long-term relationships based on trust, we aim to provide you with a tailored portfolio, which reflects your unique aspirations and needs. Your satisfaction is our highest priority.
Our investment philosophy
We believe that diversification is the cornerstone of a successful investment strategy, enabling you to pursue both your short-term and long-term objectives. With risk management at the core of our philosophy, we are dedicated to helping you navigate the complexities of taxation, inflation, and market volatility, ensuring your financial peace of mind along the way.
Community involvement
We’ve forged close ties with the Italian community by partnering on joint activities with Caisse populaire Canadienne Italienne. We also support the Montreal Canadiens Children’s Foundation External link. and United Way Centraide 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
Entrepreneurs
Incorporated professionals, pre-retirees, and retirees
Discretionary portfolio management
Communications
Conferences
We host a variety of exclusive events every year for our clients and close partners, focusing on key economic issues.
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.
BA., CIM®
Wealth Manager
Marcello holds a bachelor’s degree in political science from Concordia University and the Chartered Investment Manager designation from the Canadian Securities Institute. He offers expert investment advice to individuals, families, entrepreneurs, and business owners. With over 20 years of experience in the financial sector, Marcello has developed a diverse skill set encompassing investment management, wealth management, and more.
Voir sur LinkedIn Lien externe au site.
Phone
Josiane Gagnon
B. Sc.
Adjointe en gestion de patrimoine
514-395-2009 This link opens your phone app., ext 5022009
B. Sc.
Adjointe en gestion de patrimoine
Josiane has a bachelor’s degree in psychology and is currently pursuing a certificate in financial planning. She joined Desjardins Securities in 2022 and is responsible for administrative tasks, collaborating closely with our advisors to deliver personalized customer service.
Her human-centred and tailored approach truly sets her apart. Josiane is passionate about assisting clients with administrative matters and is proactive in addressing their needs.
Phone
514-395-2009 This link opens your phone app., ext 5022009
Partners
We work with skilled professionals
Laurent Poirier
Financial Security Advisor
Vincent Sigouin-Marquis
Financial Planner
Branch information
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.
