Groupe BMT is a Desjardins wealth management team serving clients who want structured, personalized support in pursuing their financial goals. Its approach takes a comprehensive view of financial well-being and aims to manage wealth and portfolios in a tax-efficient manner. The team works collaboratively with clients, combining careful planning with a disciplined investment process designed to reduce emotional decision-making and limit exposure to risk through prudent selection of quality securities.

Its services include financial and retirement planning, investment management, estate planning, tax planning and optimization, wealth protection, financing, credit and transactional solutions. The team also offers discretionary portfolio management and expertise in working with businesses, trusts, individual pension plans and agricultural entrepreneurs. Its investment experience includes fixed-income securities and global equities.

Groupe BMT shares quarterly financial letters with clients covering current events and financial markets. The team also highlights a long-standing community commitment: since 2003, Desjardins Securities has partnered with the Montreal Canadiens Children’s Foundation, which promotes physical activity and healthy habits among young people in disadvantaged communities in Quebec.