Desjardins Securities is the brokerage firm of Desjardins Group, the largest cooperative financial group in Canada.
Following are the six key advantages that sets us apart from the competition:
1- Through our duly qualified wealth managers, you’ll have access to the largest pool of recognized wealth management specialists.
2- Since Desjardins is the second safest financial institution in the world, our brokerage firm guarantees you a highly secure environment.
3- Thanks to our exceptional Research Department, our wealth managers’ recommendations are always based on reliable data and detailed analyses.
4- To better respond to your investment needs, we offer you many exclusive products and services that can simplify your life.
5- Knowing that you don’t have a minute to waste on poorly designed online tools, we have made our secure site both user-friendly and efficient.
6- As Social commitment is an integral part of our values, each year we support many causes that contribute to the well-being of Quebec society.
As your trusted advisor, I am committed to helping you maintain financial security throughout life’s changes while capitalizing on the transition to more sustainable solutions for our community and the environment.Why I love what I do. With the support of a team of experts, advanced technology, and years of experience in personal finance, I collaborate with my clients to implement an investment program tailored to their needs and aligned with their values. I help them stay on track to achieve their goals by revisiting their personalized financial strategies along the way. The highest compensation that I can earn while serving them is their trust. I have a thirst for continuous education and a diverse background ranging from physics and chemistry, theatre, and choreography, to a combination of traditional wellness arts. However, I am most grateful for what the “University of Life” has taught me. I began investing in my early twenties to raise funds to support and empower abused children. Within a year, thanks to my portfolio performance, I helped establish a circus arts’ school for them. Moreover, I began offering fundamental and technical analysis to local investors.More about Muirgheal.When not taking care of my clients’ financial well-being, you can see me with my young daughter biking through forest trails, building teepees on the beach and picking up garbage on our way, as well as kayaking, snowboarding or rock climbing. Over the years, I have been supporting animal welfare organizations and local sanctuaries. I am engaged in associations offering transition housing to young mothers. Having earned my pilot’s license, I hope to volunteer in search and rescue in the future. As a Registered Representative I can offer a wide range of investments. I am a Certified Financial Planner and have earned the Responsible Investment Advisor Certification.
Our process is dedicated to helping our families understand their current reality and clarify their future goals and vision. Once we have formulated a clear picture of their needs and wants, we determine how to best utilize their assets and opportunities to close the gap that lies between where they are now and where they wish to be. In short, our families define what they want their financial plan to look like, not us. The resulting plan will play a significant role in dictating our approach to growing and preserving their wealth.
We’re Desjardins Insurance—Desjardins Group’s life and health insurance subsidiary.
We offer a wide range of life and health insurance and savings and investment solutions through our extensive distribution networks. In Quebec, members have access to our complete insurance and savings offer right at their caisse.
More than five million Canadians are counting on our solid expertise and our people-focused approach at every stage of their life
Nous sommes des spécialistes de la gestion intégrée de fortunes au service des familles et des entrepreneurs. Nous agissons comme un directeur financier personnel dans la gestion de votre patrimoine pour vous assurer confort et tranquillité d’esprit.
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.
Duncan Brownlee, MBA, CIM, RIAC
RBC DOMINION SECURITIES
HELPING CLIENTS THRIVE AND COMMUNITIES PROSPER.
Offering honest and unbiased investment advice in an often complicated marketplace.
Specialties:
Helping Business Owners & Executives to adequately plan for both the expected and the unexpected.
Helping people see the Bigger Picture through a total Wealth Management approach.
Striving for better investment and social outcomes through ESG and SRI focus.
Sustainable Investment & Wealth Management services for Individuals, Families, Business Owners and Not-For-Profits.
We align our clients wealth with their values and achieve their financial goals through sustainable investment, however complex their needs. We go beyond this and also offer impact reporting and portfolio carbon offsetting.
Striving to offer the best and most transparent sustainable investment and wealth management services available, we are constantly looking for ways to improve the client experience in this increasingly transforming world.
For more information on our services and processes please do not hesitate to get in touch.