Province Licensed In: Ontario
Brenda Horan
Liam Winegard
Jean-François Girard
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.
Dana Fleming
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.
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)