Minimum account size: $100,000+
Mohamed Jelassi
Mohamed Jelassi, M.Sc, Adm.A. RIS, Cerifié Prosci
Partenaire en développement des affaires | Business Development Partner
District Québec Nord-Ouest | Financière Sun Life
Courriel : mohamed.jelassi@sunlife.com | Cellulaire : 263 366-6954
955 boulevard Michèle-Bohec, Bureau 110, Blainville, QC J7C 5J6
3131 Blvd. Saint-Martin O #110, Laval, QC H7T 2Z5
201 rue du Terminus Ouest, bureau 1000, Rouyn-Noranda, Québec, J9X 2P7
Membre du comité consultatif sur la pratique des représentants (AMF)
Membre du comité de pilotage du projet: Dynamiques économiques des personnes immigrantes au Québec (INRS & CSF)
Member of the Advisory Committee on Representative Practices (AMF)
Member of the Steering Committee for the project: Economic Dynamics of Immigrants in Québec (INRS & CSF)
Maxime Bedard
David Vincent-Auger
Les valeurs Desjardins sont liées à notre nature coopérative. Elles guident les employés, les gestionnaires et les membres des conseils d’administration dans leurs décisions. Elles sont source de mobilisation et servent de cadre de référence pour inspirer les actions et assurer un sens et une cohérence au sein de l’organisation.
L’argent au service du développement humain
Chez Desjardins, nous considérons l’argent comme un moyen qui favorise l’autonomie et le développement des personnes et des collectivités.
L’intérêt de nos membres et clients est au cœur de toutes nos actions.
Bob Gallant
Celina Shoji
Michael Asadoorian
Jeffrey Greenfeld, CFP®, EPC, RIS
As a Responsible Investing Specialist, I educate, support, and partner with you at each life stage of your financial journey with personalized strategies designed to help you invest responsibly and in a way that aligns with your core values.
Our SRI portfolios and products are designed with you in mind, whether you are interested in renewable energy or reducing ownership of high carbon emission holdings.
As an independent wealth management firm, we are committed to providing you with an exceptional client experience. We can assist you with wealth management, retirement planning, insurance, estate planning, debt reduction or tax returns.
Robert Lando
Our aim is to provide clients with excellent service, professional advice and adequate knowledge to match their risk tolerance and investment objectives, allowing them to meet their financial goals and helping them plan for a better retirement.
We treat clients with honesty and integrity and strive to develop better relationships with them.
Anthony Tobias
As part of an independent wealth management firm, I guide my clients, helping them to preserve and grow their wealth over multiple generations. I specialize in advising business owners, professionals and their families, specifically in the area of wealth planning – with the goal of helping my clients pass on a legacy to their loved ones.
Through my investment management programs, I create tailored solutions to address my clients’ individual needs. Because I want to protect my clients’ hard-earned assets, I believe in a conservative investment approach focused on capital preservation and finding businesses that are growing their earnings faster than the competition. By implementing a Responsible Investment(RI) approach, I am able to incorporate environmental, social, and governance into investment decisions.
I hold myself to the highest levels of integrity and accountability to ensure that I am doing my absolute best for each and every one of my clients. I feel privileged to work with the families who come to me for wealth planning and I am passionate about making their lifelong dreams come true.