Yelle Moore Group
Desjardins Securities
About us
Our approach
Our team brings together a range of skills to provide you with personalized, professional care. Fluent in both English and French, we're committed to delivering straightforward, effective solutions that are tailored to your needs and designed to help you reach your goals.
Our investment philosophy
Our investment philosophy focuses on selecting high-quality securities and maintaining a well-diversified portfolio across all asset classes, tailored to your investor profile and personal goals. We aim to generate a consistent, reliable income stream, even in the face of market fluctuations.
Community involvement
Our values shape the daily management of your portfolio and form the foundation of our relationship with you. These same principles also guide our actions within the community. That's why we get involved in causes like Lefaivre Lions Club External link., the Hawkesbury and District General Hospital Foundation External link., the Montreal Canadiens Children's Foundation External link., the Hawkesbury athletics club External link. (site in French only) and Wigup 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
Incorporated companies and professionals
Entrepreneurs in real estate, construction and agriculture
Income-focused, tax-efficient portfolio management
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.
Marie-Eve Yelle
BComm, CIM®
Portfolio Manager, Senior Wealth Manager
BComm, CIM®
Portfolio Manager, Senior Wealth Manager
- Joined Desjardins Securities in 2006.
- Has a bachelor of commerce, with a specialization in accounting.
- Holds a Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute.
Marie-Eve is in charge of business development and has built a broad network of contacts and relationships with specialists. She's involved in investment strategy decision-making and develops financial and tax strategies based on her clients' priorities.
She has received numerous accolades in the last few years.
As a member of the Lefaivre Lions Club since 2010, Marie-Eve is very involved in her community.
LinkedIn profile External link.
Phone
Valerie Moore
CFP®, BBA, CIM®
Portfolio Manager, Senior Wealth Manager
CFP®, BBA, CIM®
Portfolio Manager, Senior Wealth Manager
- Joined Desjardins Securities in 2009.
- Holds a bachelor's degree in business administration with a specialization in finance.
- Holds a Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute.
- Is a wealth manager with a Certified Financial Planner (CFP®) designation.
Valerie contributes to the development of investment strategies and offers personalized financial planning advice.
She is passionate about sports, including cycling, cross-country skiing and horseback riding. She also teaches fitness classes.
LinkedIn profile External link.
Phone
CIM®
Portfolio Manager, Wealth Manager
- Joined Desjardins Securities in 1999.
- Holds a Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute.
Vincent is passionate about financial markets and naturally curious, staying up to date with financial news across a wide range of topics. He is involved in asset allocation decisions and investment strategies development.
Outside of his professional focus, Vincent keeps active, with a particular interest in jogging and tennis. A native of Switzerland, he's also an avid enthusiast of watchmaking.
Phone
CSC®
Assistant Wealth Management Advisor
- Joined Desjardins Securities in 2009.
- Successfully completed CSI’s Canadian Securities Course.
Danielle is dedicated and efficient, supporting portfolio managers in implementing investment strategies. She is also the go-to person for all sorts of complex transactions. Her responsibilities include producing reports for clients and reconciling reports for tax specialists and accountants.
A mother of 4, Danielle is very involved in family life. Yet she still finds time to go for walks and take Zumba classes.
Phone
Dominic Fortin
BBA, F.Pl.
Assistant Wealth Management Advisor
BBA, F.Pl.
Assistant Wealth Management Advisor
- Joined Desjardins Securities in 2022.
- Was previously a wealth management advisor in the Desjardins caisse network.
- Holds a Financial Planner designation from the Institut québécois de planification financière.
Dominic supports wealth managers in preparing meetings and investment proposals. He also ensures that recommended strategies are implemented. Thanks to his enthusiasm and energy, he always does his work with the utmost diligence and care.
Dominic enjoys playing ball, tinkering around the house and spending time with friends.
Phone
Branch information
Gatineau
880 De La Carrière Boulevard
Suite 200
Gatineau QC J8Y 6T5
Directions Lien externe au site.
Phone
819-772-2221 Ce lien ouvre votre application de téléphonie.
1-888-772-2411 Ce lien ouvre votre application de téléphonie.
Hawkesbury
290B McGill Street
Hawkesbury ON K6A 1P8
Directions Lien externe au site.
Phone
819-772-2221 Ce lien ouvre votre application de téléphonie.
1-888-772-2411 Ce lien ouvre votre application de téléphonie.
Ottawa
1173 Chemin Cyrville
2nd Floor
Ottawa ON K1J 7S6
Directions Lien externe au site.
What sets us apart
Excellence accreditation
The Excellence Accreditation shows that our investment advisors meet the highest quality standards.
