Nhan Wuong Team
Desjardins Securities
About us
Our approach
We’re here to support you and your loved ones through every stage of life. To us, every client is one of a kind, with a unique story to share. You have your own personal dreams, goals and expectations, which will change over time along with your needs—and we’re committed to being by your side through it all.
Our investment philosophy
Our team specializes in managing family assets. We’re here to ensure your peace of mind and secure your wealth for the future. We also handle intergenerational transfers to protect the values you hold dear.
Community involvement
We’re dedicated to making a difference in the lives of women and children. For over 30 years, through financial support, event coordination and board participation, Nhan Wuong has actively contributed to organizations such as the Foundation of Stars External link., the Association of Quebec Women in Finance External link. (site in French only), L’ENVOL External link., La rue des Femmes External link. and Hop! La rentrée External link. (site 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 services
Our team’s specialties
Discretionary portfolio management
Unions, non-profit organizations and businesses
Entrepreneurs and incorporated professionals
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.
Hue Nhan Wuong
CIM, CPA
Portfolio Manager, Senior Wealth Manager
CIM, CPA
Portfolio Manager, Senior Wealth Manager
- Chartered Investment Manager (CIM®)
- Chartered Professional Accountant (CPA) and financial security advisor
- A graduate of HEC Montréal
- Has worked in financial services since 1992
- Expertise in portfolio management, business development, taxation and compliance
- Rigorous, efficient, honest and attentive
Listens carefully to clients’ concerns, ensuring their personalized plan aligns with their objectives by providing expert advice and strategies tailored to their evolving needs.
LinkedIn profile External link.
Phone
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.
