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You are here: Home> Personal > Caisse Desjardins du Mont-Saint-Bruno > Available services

Available services

Créavenir program

Are you between the ages of 18 and 35? Do you want to start your own business? Discover the Créavenir program.

Desjardins Business centres

Desjardins Business - Rive-Sud experts can effectively serve entrepreneurs and business people and help them achieve their goals.

See address and business hours

Do you have major assets and complex needs? Signature Service offers you a comprehensive and distinctive approach that allows you to effectively manage your assets and wealth.

Main advantages of Signature Service

  • A joint offer from the 2 caisses1 of the South Shore of Montreal region.
  • Highly experienced financial planners
  • A team of experts from all financial sectors at your service
  • Effective management of your assets for your future projects and retirement
  • A rigorous approach and close monitoring

Offer advantages

Allows you to:

  • maximize your investment strategies
  • improve your tax situation
  • enjoy a long, comfortable and peaceful retirement
  • diligently prepare to transfer your assets
  • protect your loved ones
  • contribute to the success of your children

Services offered

  • Financial planning2
  • Investment and financing
  • Tax strategies
  • Financing
  • Brokerage3
  • Estate planning
  • Life4 and property and casualty insurance5
  • Business transfers

Process

  • Careful examination of your situation
  • Preparation of your financial plan and action plan
  • Closely monitored implementation

Signature Service - Ensure a solid financial future for you and your loved ones

Signature Service offices are located in the South Shore of Montreal region.

To learn more, contact:

Nancy Janson Nancy Janson
Signature Service Manager
450-449-9800, ext. 7324905
1 833-721-9800, ext. 7324905
Contact by email
Roxane Bolduc Roxane Bolduc
Administrative Assistant
450-449-9800, ext. 7324904
1 833-721-9800, ext. 7324904
Contact by email

Signature Service - Des Patriotes team

Sylvie Allard Sylvie Allard
Wealth Management Account Manager
450-449-9800, ext. 7324914
1 833-721-9800, ext. 7324914
Contact by email
Daniel Vincent Julie Desgagnés
Wealth Management Account Manager
450-449-9800, ext. 7324911
1 833-721-9800, ext. 7324911
Contact by email - This link will open in a new window.
Mathieu Paquin Mathieu Paquin
Wealth Management Account Manager
450-449-9800, ext. 7324912
1 833-721-9800, ext. 7324912
Contact by email
Daniel Vincent Daniel Vincent
Wealth Management Account Manager
450-449-9800, ext. 7324913
1 833-721-9800, ext. 7324913
Contact by email
Thierry Gréaux Thierry Gréaux
Wealth Management Account Manager
450-449-9800, ext. 7324942
1 833-721-9800, ext. 7324942
Contact by email - This link will open in a new window.
Hélène Couillard Hélène Couillard
Financial Services Agent
450-449-9800, ext. 7324902
1 833-721-9800, ext. 7324902
Contact by email
Mélissa Giguère Mélissa Giguère
Financial Services Agent
450-449-9800, ext. 7324902
1 833-721-9800, ext. 7324902
Contact by email
Isabelle Otis-Blanchette Isabelle Otis-Blanchette
Financial Services Agent
450-449-9800, ext. 7324901
1 833-721-9800, ext. 7324901
Contact by email
Nathalie Picard Nathalie Picard
Specialized Financing Advisor
450-449-9800, ext. 7324915
1 833-721-9800, ext. 7324915
Contact by email
Réal Dubuc Réal Dubuc
Financial Security Advisor
450-779-5465
Marie-Claude Sauvé Marie-Claude Sauvé
Financial Security Advisor
514-917-1641
Marjorie Bayard Marjorie Bayard
Financial Security Advisor
514-662-0800
Sophie B. Tremblay Sophie B. Tremblay
P&C Insurance Agent
1-888-835-9062, ext. 4532611
  1. Caisse Desjardins des Patriotes, Caisse Desjardins du Mont-Saint-Bruno.
  2. Financial planning services are provided by Desjardins Financial Services Firm Inc. financial planners.
  3. Brokerage services are provided by Desjardins Securities Inc. investment advisors.
  4. Personal insurance is provided by Desjardins Financial Security, Financial Services Firm Inc. financial security advisors.
  5. Property and casualty insurance is provided by Desjardins General Insurance, Financial Services Firm Inc. P&C insurance agents.

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