
Disclosure a priority at Desjardins Securities
Testing the water

Ensuring that all the disclosure is correct for its clients is high on Desjardins Securities' list of priorities. Dominic D'Aoust, Montreal-based senior analyst for structured products in the portfolio advisory group, occupies the role of gatekeeper, ensuring that new product literature is correct for the firm's clients.
Product type is also very important. "In the portfolio advisory group, we sometimes have to say ‘this might have received the green light but we don't like the structure or that
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