SBL Group
Desjardins Securities
About us
Our approach
Our multidisciplinary team is united by core values: simplicity, transparency, trust, respect and professionalism. With our expertise and experience, we guide and support you in achieving your financial goals through comprehensive wealth management services.
Our investment philosophy
We believe in managing your investments with precision, efficiency and care. By focusing on long-term goals and controlling costs, we aim to help you achieve your aspirations with confidence and peace of mind. Our team is dedicated to giving you expert guidance through every financial decision, now and into the future.
Community involvement
Our team sponsors various sports-study programs in the region and is committed to contributing to Fondation du Cégep de Granby External link. (site in French only) every year. We also support the annual ski fundraising event External link. (site in French only) in Orford for CHUS Foundation as well as the Montreal Canadiens Children's Foundation External link..
Our approach to your financial success
Our range of services at Desjardins Securities
Make the most of Desjardins Securities’ expertise to plan and optimize your wealth or portfolio. We offer personalized solutions, including financial and retirement planning, investment strategies, estate planning, tax optimization, wealth and loan protection, credit and transactional services.
Our team’s specialties
Businesses and management companies
Incorporated professionals
Healthcare professionals and retirees
Communications
Our team
Our team, trained to the highest industry standards, will go the extra mile to help you reach your financial goals. For personalized service, contact our wealth management experts.
Maxime Simoneau
MSc, CFA®
Portfolio Manager, Wealth Manager
Karine Lévesque
MSc, CIM®, CPA, CBV®
Portfolio Manager, Wealth Manager
Geneviève Lamoureux
Assistant Wealth Management Advisor
450-777-3966 This link opens your phone app., ext. 5122034
Cédrick Cloutier
MSc, BBA, CFA®
Associate Wealth Management Advisor
450-777-8004 This link opens your phone app., ext. 5122058
Elaine Maltais
Bachelor of Finance
Wealth Management Assistant
819-820-1335 This link opens your phone app., ext. 5072202
Nancy St-Pierre
Wealth Management Assistant
450-777-8004 This link opens your phone app., ext. 5112097
Branch information
Granby
450 Principale Street
Suite 100
Granby QC J2G 2X1
Directions Lien externe au site.
Phone
450-777-8004 Ce lien ouvre votre application de téléphonie.
1-800-830-8004 Ce lien ouvre votre application de téléphonie.
Sherbrooke
2207 King Street West
Suite 400
Sherbrooke QC J1J 2G2
Directions Lien externe au site.
Phone
819-820-2999 Ce lien ouvre votre application de téléphonie.
1-800-668-2999 Ce lien ouvre votre application de téléphonie.
What sets us apart
Excellence accreditation
The Excellence Accreditation shows that our investment advisors meet the highest quality standards.