vinh jutras – financial advisor

Get the right financial advice with Robitaille Group, winner of the 2017-2018 Advisor of the Year Award.

We know that a large majority of individuals won’t be able to retire comfortably because they are not receiving the right financial advice.

OUR MISSION
Help individuals build the retirement lifestyle they desire and gain financial peace of mind.

WHO WE WORK WITH
We partner with successful business owners and executives who expect more from their financial advisors. If you haven’t been completely satisfied with your financial advisors, it’s time to try something different.

WHAT MAKES US DIFFERENT
Investment Approach : Our track record, backed by a sound investment philosophy sets us apart from our peers. We seek to reduce risk and preserve capital above all.
Best Customer Service : Awarded “Team of the Year” 2017-2018, more importantly, surveys show our service is best in class and customer satisfaction is very high.

NEXT STEP:
When was your last checkup? 

We offer a free review of your current financial situation.

Get clarity and peace of mind.

Book your free consultation.

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A PERSONALIZED APPROACH

  • We offer full-service, professional investment management and a wide array of wealth management services.
  • We have offices in five Desjardins Securities branches.
  • Our mission: Provide personalized service and advice to help you achieve your long-term financial goals.

A PROVEN INVESTMENT PHILOSOPHY

Our model portfolios are designed for high net worth investors who prefer to have us take care of all their asset management needs. We strive to grow your assets and make managing your affairs easier.

We manage our clients’ money the same way as our own money! In fact, we are all invested in the exact same products.

ADVANTAGES OF OUR APPROACH

  • Assets are managed locally, so you have direct access to your portfolio managers.
  • Our investment philosophy is simple and unique. Our ultimate goal is to deliver above-benchmark returns without the risks associated with speculation or market timing.
  • We manage all account types, including RRSPs, TFSAs, RESPs, LIRAs and wealth management accounts.
  • We offer competitive rates for groups and families, and our fees are tax deductible for non-registered accounts and business accounts.
  • We offer 100% equity portfolios as well as balanced and fixed-income portfolios.

 

TESTIMONIALS

“I’ve invested with the big-name firms and felt the frustration when their so-called advisors couldn’t grow my assets. Alain Robitaille restored my faith in investment advisors. He’s skilled, caring and gets the job done.”

Hélène-Andrée Bizier

“Alain Robitaille and his team are everything I expect from an investment manager. Thanks to them, managing my assets is a breeze. I’m very happy with my investment performance and the personalized service I receive.”

Sylvain Rouleau

“Everyone on Alain Robitaille’s team is very helpful. They give me the tools and documents I need to make informed decisions. They clearly love their job, which is great to see.”

Charles Duguay

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We take a slow, steady approach to portfolio management and never lose sight of your long-term goals—because achieving financial independence is a marathon, not a sprint!

 

 

ADDRESS


Robitaille Group – Desjardins Wealth Management Securities
1 Place Ville Marie
Montreal, QC
H3B 3Y1

CONTACT


Vinh Jutras, CFA
Investment Advisor
514-298-4816

Excellence Accreditation

Excellence accreditation attests that the investment advisor’s services meet the highest standards of quality in order to offer you an unparalleled experience in meeting your financial needs. This distinction is awarded exclusively to Desjardins Securities investment advisors who participate in a continuous development and improvement program.

Desjardins Wealth Management Securities is a trade name used by Desjardins Securities Inc. Desjardins Securities Inc. is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF).

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