Morin Ducharme Malo Team

Desjardins Securities

About us

Our approach

Our close relationship with you is at the heart of what we do. We pride ourselves on being proactive, dynamic, and transparent, offering you tailored advice that’s both accessible and easy to understand. With us by your side, you can secure a prosperous future for your assets.

Our investment philosophy

Through discretionary management, we craft personalized portfolios grounded in rigorous criteria. We continuously monitor their performance, ensuring that investment risks are effectively managed while you focus on your financial goals.

Community involvement

We are committed to contributing to the growth of our community. That’s why we support the following causes: Richelieu-Yamaska United Way External link., Big Brothers Big Sisters of Saint-Hyacinthe (site in French only) External link. and 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.

Learn more about our services

Our team’s specialties

Discretionary portfolio management and tax planning

Management companies, incorporated professionals and agricultural entrepreneurs

Investor clubs and family and testamentary trusts

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.