A healthy and original business vision

We live in a fast paced world. Most of our clients, even though they work hard to accumulate their financial wealth, often do not have the time required to manage it properly. Others are simply not interested in following market prices or the evolution of interest rates continuously. In general, the average person does not have the required knowledge to build a professional and solid investment strategy apt to resist market fluctuations or to benefit from them. We can help you at these three levels by assuming the management of your financial assets. This is what we do every day.

We have developed many ways of doing business that make all the difference in the short, medium and long term.

Our portfolio management is structured, first and foremost, in a macroeconomic way and relies on a vast number of renowned sources of information aimed to help in the decision making process.

Our business development is proactive, targeted and efficient. A team is fully dedicated to this aspect of the business.

A sophisticated information system helps us ensure continuous follow-up with our clients. The specific identity of the DalpéMilette brand distinctly defines us within Desjardins Securities and the market.

We favour a management feebased approach. This mode of remuneration is clearer and more transparent.

The usage of these strategic elements has allowed us to receive many awards of distinction over the years, including:

The prestigious National Winner of the Investment Dealers Association of Canada (IDA) Award of Distinction. The latter is a national contest that recognizes outstanding investment advisors who exemplify the highest standards of dedication and professionalism in the securities industry. Only two advisors from Quebec have ever been selected for this prestigious honour.

PriceMetrix, a Canadian company that helps financial advisors improve the quality of their practice and of their firms, has selected DalpéMilette for its first three “Prime” Awards of Excellence in 2007, 2008 and 2009.