Rubino Panneton Team
Desjardins Securities
About us
Our approach
We cultivate relationships grounded in trust and respect, and we surround ourselves with individuals who share our values. Our approach is centered on open and proactive dialogue with an aim to understand your needs and develop tailored solutions.
Our investment philosophy
Our investment management strategy focuses on tax efficiency to help you achieve a sustainable retirement, while also facilitating the seamless transfer of wealth to your loved ones. We are unwavering in our commitment to safeguarding your capital.
Community involvement
Since 2003, Desjardins Securities has been a frontline partner of the Montreal Canadiens Children’s Foundation External link.. During the holiday season, we invite our customers to choose the social causes that matter most to them for us to support.
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
Entrepreneurs
Healthcare professionals
Responsible investing
Communications
Newsletters
Every month, we send our clients a newsletter featuring the latest economic news.
Events and conferences
Throughout the year, our team hosts a series of conferences and events for our clients, focusing on current economic and geopolitical issues as well as wealth management topics.
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.
RIS, BBA, CIM®
Wealth Manager
Michel joined Desjardins Securities as a wealth manager in 2011 and brings a broad range of experience in financial markets. Over the years, he’s developed strong expertise in both wealth and investment management.
Before joining Desjardins Securities, Michel worked at National Bank and at a specialized wealth management firm for doctors, dentists, and pharmacists, where he gained valuable insights into the financial reality of healthcare professionals. He’s been helping healthcare professionals manage their assets for more than 20 years.
Ever mindful of economic, social, and environmental issues, he’s a certified responsible investment specialist.
He’s also completed the following courses at the Canadian Securities Institute:
- Canadian Securities Course
- Conduct and Practices Handbook Course
- Advanced Investment Strategies
- Portfolio Management Techniques
Outside of work, he enjoys reading, travelling, playing sports, and spending time with his family.
LinkedIn profile External link.
Phone
BComm
Wealth Manager
François has a bachelor’s degree in business administration with a concentration in finance as well as 25 years of experience in various financial institutions.
Since joining Desjardins Securities in 2016, he’s earned a reputation for his integrity and dedication, providing support to clients at every stage of their lives.
LinkedIn profile External link.
Phone
Partners
We work with skilled professionals
André Auclair
Notary
Amandine Bourillon
Notary
Geneviève D'Amours
Notary
Claude Desautels
Financial Security Advisor
Jérôme Dostie-Bourgault
Senior Tax Advisor
Geneviève Forest
Notary
Guillaume Lalonde
Senior Advisor and Business Transfer Coach
Laurent Poirier
Financial Security Advisor
Stéphane Thibault
Senior Tax Advisor
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.
