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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

Incorporated business owners and 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

Judith Lemay

F.Pl.
Wealth Management Assistant

Marie-Eve Mallet

Wealth Management Assistant

Branch information

Montréal

1 Place Ville-Marie
Suite 1970 
Montreal QC  H3B 0E8

Directions  External link.

Desjardins Wealth Management Securities is a trade name used by Desjardins Securities Inc. Desjardins Securities Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF). To find out if a person is currently employed by a company regulated by the CIRO, refer to the Advisor Report External link.. Chartered Investment Manager (CIM®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc. Through Desjardins Securities Financial Services Inc.