Laurent Wermenlinger

Senior Wealth Manager & Portfolio Manager
Desjardins Wealth Management -Securities

popup medal icon RIA: Certified

Certifications in RI:

Responsible Investment Advisor Certification (RIAC)

Our team specializes in Integrated Wealth Management. Through a rigorous consultation process with our clients, predominantly professionals, entrepreneurs and business executives, we create financial strategies and offer solutions that favour both capital appreciation and preservation. Accordingly, our clients can enjoy well-deserved peace of mind. The minimum required to establish a client relationship with our group is $2 million per family.

Services Offered in RI
  • Financial planning
  • Will & Estate planning
  • Taxation planning
  • Investment management
  • Succession planning
Minimum Account Size

$1,000,000+

Investor Type Dealt With

Individual

Institutional

Type of License

IIROC

Provinces Licensed In
  • Ontario
  • Quebec