Morin-Dufour-Denicourt Team
Desjardins Securities
About us
Our approach
We’re committed to being accessible and responsive to your unique needs and concerns. Honesty is the foundation of all our interactions with you. We emphasize discipline and consistency in our practices, ensuring you have a clear understanding of our strategies and recommendations every step of the way.
Our investment philosophy
Our investment philosophy is anchored in a long-term perspective. We exercise sound judgement and a high degree of caution in the construction of your portfolio. We recognize that every dollar you invest is valuable, which is why the preservation of your assets remains our top priority.
Community involvement
We believe that every little bit helps in making a positive impact. That’s why we get involved in various initiatives and events, dedicating our time and resources to truly make a difference. We proudly support several organizations, including the following foundations (sites in French only): Fondation du Collège Mont-Sacré-Coeur External link., Fondation Cégep de Granby External link., Fondation du Centre hospitalier de Granby External link., Fondation Je pars du bon pied External link., and Tournoi golf des gens d'affaires de Granby 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
Discretionary portfolio management
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.
CPA, CSC®, WME®
Wealth Manager
- Member of the CPA and CGA orders
- Bachelor’s degree in business administration, concentration in accounting, Université de Sherbrooke
- Canadian Securities Course and Wealth Management Essentials course
Before joining Desjardins Securities in 2001, Dominic worked at an accounting firm and served as a financial analyst at the Granby business development centre.
With his academic background and vast experience in accounting, Dominic provides comprehensive wealth management support to all his clients.
Areas of expertise
- Accounting
- Analyzing and meeting the needs of individual and business clients, and implementing a range of services
LinkedIn profile External link.
Phone
BBA, F.Pl., CSC®, NEGP®
Wealth Manager
- Bachelor’s degree in business administration
- Financial planning certificate
- Canadian Securities Course and Wealth Management Essentials course
With more than 24 years of experience in financial services, Audrey started her career in 1997 as a financial planner and credit advisor. She joined Desjardins Group in 2003 and worked at Caisse populaire Desjardins de Farnham and Caisse Desjardins de Marieville–Rougemont. Audrey leverages her expertise and extensive experience to assist clients in all areas of financial planning, including investment, retirement, taxation and estate planning.
Areas of expertise
- Advisory services for individuals and business owners
- Developing highly tailored integrated solutions
LinkedIn profile External link.
Phone
Philippe Denicourt
BBA, CIM®, CSC®, WME®
Portfolio Manager and Wealth Manager
BBA, CIM®, CSC®, WME®
Portfolio Manager and Wealth Manager
- Bachelor of business administration, concentration in finance, Université Laval
- Canadian Securities Course and Wealth Management Essentials course
Philippe began his career with Desjardins Group in 2004 and joined Desjardins Securities in 2010. His academic training and extensive experience in portfolio management give him a clear and critical perspective on the financial market. As a skilled communicator, he simplifies complex ideas and helps investors manage their portfolios effectively with sound advice.
Areas of expertise
- Investment management and strategies in line with market trends
- Comprehensive assessment of each client’s financial situation
LinkedIn profile External link.
Phone
BBA, F.Pl.
Wealth Manager
- Bachelor’s degree with a concentration in finance
- Financial planning certificate
- Canadian Securities Course and Wealth Management Essentials course
Maxime has more than 10 years of experience in the financial sector. He began his career as an expert advisor in banking services and transitioned to a wealth management advisor role when he joined Desjardins in 2020. With a strong foundation in business relationship management, process optimization, and analytical skills, he excels at fostering long-term, effective relationships. Maxime is committed to supporting his clients in every aspect of wealth management, ensuring their success and satisfaction.
LinkedIn profile External link.
Phone
450 -77-8044 This link opens your phone app., ext 5122059
Partners
We work with skilled professionals
André Auclair
Notary
Amandine Bourillon
Notary
Alain Chevalier
Business Transfer Coach
Geneviève D'Amours
Notary
Jérôme Dostie-Bourgault
Senior Tax Advisor
Geneviève Forest
Notary
Audréanne Leblanc
Financial Planner
Laurent Poirier
Financial Security Advisor
Alain Saint-Jacques
Business Transfer Coach
Vincent Sigouin-Marquis
Financial Planner
Stéphane Thibault
Senior Tax Advisor
Branch information
Granby
450 Principale Street
Suite 100
Granby QC J2G 2X1
Directions External link.
What sets us apart
Excellence accreditation
The Excellence Accreditation shows that our investment advisors meet the highest quality standards.
