Nathalie Dupont Team
Desjardins Securities
About us
Our approach
We’re committed to delivering expert management and exceptional financial service to each of our clients. We guide them through the significant milestones of their lives, fostering an environment built on trust and integrity.
Our investment philosophy
By embracing diversified and balanced investment strategies, we create portfolios that not only thrive but also stand strong in varying market conditions. With three decades of experience under our belt, we firmly believe this approach empowers us to provide our clients with the highest level of service and security.
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
Individual, business and semi-institutional clients
Foundations and trusts
Customized management with integrated tax strategies
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.
CIM ®
Senior Wealth Manager
Nathalie has been with Desjardins Securities since its inception and has over 30 years of experience in the financial industry. As a senior wealth manager and a certified investment manager (CIM), she possesses deep expertise, sharp market analysis capabilities and comprehensive knowledge of all facets of wealth management.
Nathalie is distinguished by her personalized approach, skillfully identifying each client’s unique needs and goals. She’s dedicated to delivering tailored services and prioritizes swift, effective responses to client requests.
LinkedIn profile External link.
Phone
BBA
Assistant Wealth Management Advisor
Mathieu joined the Nathalie Dupon Team in 2022 as an assistant wealth management advisor, having previously worked as a personal finance advisor in the Desjardins caisse network since 2019.
He holds all the necessary regulatory certifications to serve our clients effectively, including the Canadian Securities Course, the Conduct and Practices Handbook Course and the Wealth Management Essentials course.
In his role, Mathieu executes transactions, supports portfolio managers and provides advisory services to clients. His strong listening skills help him offer personalized advice to meet each client’s needs.
Outside of work, Mathieu enjoys hockey and soccer, as well as skiing in the winter and golfing in the summer. He’s also an avid traveler with a passion for adventure.
LinkedIn profile External link.
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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
Sonia Jolette
Financial Security Advisor
Vincent Sigouin-Marquis
Financial Planner
Stéphane Thibault
Senior Tax Advisor
Branch information
Montreal
1170 Peel Street
Suite 300
Montreal QC H3B 0A9
Directions Lien externe au site.
Phone
514-985-7585 Ce lien ouvre votre application de téléphonie.
1-866-985-7585 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.
