Our team

Our Mission

We want to offer the best wealth management services with a focus on long-term relationships that are built on trust. We aim to bring you peace of mind with our turnkey solutions and personalized services so you can watch your money grow, worry-free.

Our Team

Our dynamic team draws on their extensive expertise to make the right decisions for their clients. Always up on the latest market trends, our professionals go all out to ensure optimal portfolio management.

  • Marc-Antoine Gagnon B. COM., CIM®

    Portfolio Manager, Wealth Manager

    • Chartered Investment Manager (CIM®) 
    • Bachelor of Commerce from University of Ottawa
    • Working in the financial services industry since 2007 

    As a portfolio manager, Marc-Antoine is known for his approach and ability to make complex topics easy to understand. Marc-Antoine is a graduate of University of Ottawa's Telfer School of Management and a Chartered Investment Manager (CIM®). He has continuously cultivated the knowledge needed to serve Ottawa and Gatineau's high-net-worth families.

    He's an excellent listener with a real passion for helping his clients reach their goals.

    Marc-Antoine is actively involved in the Orléans community and is the manager and treasurer of the Orléans Business Club and co-founder and manager of the Orléans Association of Professionals and Entrepreneurs. He's also a consultant at Collège La Cité for their business administration program.

    Marc-Antoine offers advisory services in both English and French.

  • Alexandre Charron MBA, BBA, CIM®

    Portfolio Manager, Wealth Manager

    • Master of Business Administration (MBA) from Université du Québec en Outaouais
    • Bachelor of business administration with a specialization in finance from Université du Québec en Outaouais
    • Work experience in the Desjardins caisse network and a major mutual fund firm
    • Member of the committee in charge of the MBA program at Université du Québec en Outaouais
     
    As a wealth manager at Desjardins Securities, Alexandre has had the privilege of helping his clients reach their financial goals since 2015. His dedication to client satisfaction is unwavering; he's firmly committed to providing quality service and building long-term relationships with clients.

     

    Preserving clients' capital is critical and he actively works with his team to minimize risks in their portfolios. He believes that effective and transparent communication is key to building trust. He's a rigorous and genuine person who knows how to make complex financial concepts easy to understand.

    Alexandre is also committed to financial literacy and training the next generation of finance professionals, which is why he sits on Université du Québec en Outaouais's MBA program committee.

  • Nathalie Drouin

    Wealth Management Associate

    • Member of the team since it was created in 2000 
    • In the financial services industry for over 30 years 
    • Completed the Canadian Securities Course in 1999 

    Nathalie is a motivated professional who takes care of our team’s administrative needs. She is also the one who makes sure all your requests are handled as quickly as possible.

  • Anne-Marie Charron

    Wealth Management Assistant

    • More than 11 years of experience with Desjardins
    • With Desjardins Securities since 2014 

    Anne-Marie handles our everyday administrative services and makes sure you have a positive experience.

  • Alain Saint-Jacques M. Sc.

    Business Transfer Coach

    Collaborator | Desjardins Securities Inc.

    Alain has more than 15 years of experience supporting entrepreneurs. He has helped establish dozens of cooperatives in different regions across Quebec and used his expertise to serve more than 500 entrepreneurs in the process of transferring their business.

    He works with all types of transfers—family, internal, external and collective—relating to businesses of all sizes and in a wide range of business sectors.

    He's known for his analytical skills and his ability to synthesize, and he is passionate about business development and the work of entrepreneurs. A relationship of trust is at the heart of all of his projects.

  • Patricia Girard

    Financial Planner

    Collaborator | Desjardins Trust Inc.

    Patricia Girard has a bachelor's degree in international politics from the University of Ottawa. She has also completed financial planning training in the management sciences department at UQAM as well as several courses offered as part of the master's program in taxation at Université de Sherbrooke. After serving as a regional financial planner and manager of retirement investment development for a financial institution, she now supports Desjardins Securities' high and very-high net worth clients, whose complex situations require extensive research, in a partnership with the firm's wealth managers.

  • Laurent Poirier BSc Economics, F. Pl

    Financial Security Advisor

    Collaborators | Desjardins Securities Financial services inc.

    Laurent has a financial planner designation and a bachelor's degree in economic science from the Université de Sherbrooke. He has also worked as a financial security advisor in 2012 for the SFL network. In 2015, he joined Desjardins Financial Security (DFS) as a consultant and became a regional business development manager in 2017. In 2019, he continued his career at DFS in Vancouver, still as a regional sales director. Bringing back to Quebec in 2022, he took on the role of interim manager for the Product and Concept Expertise team at Desjardins Financial Security in Montreal, then joined Desjardins Securities Financial Services Firm to support Desjardins Securities' mass-affluent and high-net-worth clients.

  • Équipe de notaires

    Collaborators | Desjardins Wealth Management

    GENEVIÈVE FOREST

    Geneviève Forest is a notary and serves as a senior estate planning advisor at Desjardins Wealth Management.

     

    GENEVIÈVE D’AMOURS

    Geneviève D'Amours, who has been a notary since 2009, serves as a senior estate planning advisor at Desjardins Wealth Management.

     

    AMANDINE BOURILLON, D.S.N.

    Amandine Bourillon has completed studies in notarial law in both France and Quebec and is a senior estate planning advisor at Desjardins Wealth Management.

     

    ANDRÉ AUCLAIR

    André Auclair is a notary and serves as a senior estate planning advisor at Desjardins Wealth Management.

     

    CATHERINE BEAUCHAMP

    Catherine Beauchamp is a notary and is currently a team leader and senior estate planning advisor at Desjardins Wealth Management.

  • Équipe de conseillers principaux en fiscalité

    Collaborators | Wealth Management

    Jérôme Dostie-Bourgault

    A lawyer by trade for over 10 years, Jérôme specialized in international taxation with a global professional services firm. He quickly turned his attention to individuals facing challenges abroad—particularly in the United States—whether in business or not.

    Mathieu Pelletier

    Mathieu has a master's degree in taxation and has been working as a tax specialist since 2016 after many years as a financial planner at Desjardins. As a tax specialist, Mathieu has helped business owners with every aspect of their business journey, from the earliest stages to the end of their career, including the sale or transfer of their business.

    Stéphane Thibault

    Stéphane is a chartered professional accountant with a master's degree in tax law. Over the last 15 years, he's gained solid expertise in Canadian and Quebec taxation. He developed in-depth knowledge of tax rules for individuals and businesses, as well as investment, savings and retirement vehicles.

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