Our team

Our Mission

Managing money is our business. Helping people succeed is our passion. You can count on us to do both and help you build a secure financial future.

You can count on us to:

  • Help you build, grow, and transfer your estate
  • Assess your financial situation and expectations
  • Answer all your questions
  • Help you achieve your most important goals
  • Give you peace of mind

We get to know you and your needs

Our team of seasoned professionals delivers solid wealth management expertise and exceptional customer service.

In addition to taking care of your investments, returns and financial security, we’re your first point of contact for all money matters.

We pride ourselves on being there for our clients. Our people-focused approach means listening to what you have to say so we fully understand your unique financial picture.

  • David Tourangeau BBA

    Senior Wealth Manager

    For nearly 20 years, David Tourangeau, a graduate of HEC Montréal, has been an advisor to professionals, entrepreneurs, healthcare professionals and affluent families looking to build sustainable wealth.

    David uses a comprehensive approach that covers investment strategy, tax optimization, retirement planning and wealth transfer to make sure all his clients’ needs and concerns are addressed.  

    Most of David’s clients consider him to be part of their family. This honour is testimony to how committed he is to his clients, the trust he earns and his willingness to listen to his clients and guide them.

  • Maxime Houtart BBA, CIM®

    Wealth Manager, Investment Advisor

    • Chartered investment manager (CIM®) 
    • Bachelor’s degree in accounting and financial management from Université Laval 
    • Over 20 years of experience as an investment advisor and 3 years as a branch co director 
    • Options licence holder since 1998 

    Maxime makes a point of staying on top of all the latest market trends. He knows so much about the industry that he is the guy you want to talk to when you need to make decisions.

  • Pascal Jolin BBA

    Investment Advisor

    • Holds a Bachelor of Business Administration with a financial planning concentration from the Université du Québec à Montréal (UQAM).
    • Has more than 20 years of experience as an investment advisor.
    • Joined Desjardins Securities in 1999.

    Pascal is a dynamic and effective advisor, maintaining the highest standards of integrity and professionalism. He’s known for his dedication to client service and his expertise in structured products. His skills and disciplined approach make him a trusted advisor.

    Involved in his community, Mr. Jolin, in collaboration with the Cégep de Saint-Jérôme, has been participating for several years in a scholarship simulation activity organized for students in the Administration program. He is also very involved in the Mont-Laurier Minor Hockey Association.

  • Daniel Clément B.Sc.

    Associate Wealth Management Advisor

    • Bachelor of commerce (option in finance) from University of Ottawa and financial planner designation from the Institute of Financial Planning (Quebec)
    • More than 10 years of experience in the investment sector
    • With Desjardins Securities since June 2024

    Daniel holds the prestigious title of Chartered Financial Analyst (CFA), a symbol of excellence in the financial services sector. His experience in investment fund management and private wealth management is reflected in his portfolio management.

    Responsible for portfolio management, asset allocation, investment strategy development and financial planning.        

  • Hans Lanoix-Trottier BBA

    Assistant Wealth Management Advisor

    • Bachelor of business administration from HEC Montréal
    • With Desjardins Securities since August 2022

    Hans is an associate wealth management advisor with 15 years of experience in the industry.

    In 2022, he joined Desjardins Securities, where he uses his expertise to support clients with their wealth management.

    Hans is passionate about interaction. He listens carefully and focuses on understanding each person’s needs and providing them with clear answers to their questions.

  • Pamela Ibrahim

    Wealth Management Associate

    • With Desjardins since 2009
    • With Desjardins Securities since 2018

    Having completed her Canadian Securities Course, Pamela collaborates on operational and administrative activities in wealth management. She’s dedicated to customer service. She manages follow-ups diligently and is deeply committed to meeting your needs.

  • Karine Martine

    Wealth Management Assistant

    • With Desjardins since 2010 
    • With Desjardins Securities since 2013

    Responsible for the administrative management of client accounts for the team, she also handles appointment management. Highly professional, she ensures that our clients receive unparalleled service.

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