Our team

Wealth management specialists. Here for you.

Our ambitious, success-driven team of wealth management specialists boasts complementary training and converging interests. Our results are a testament to our hard work.

We're honoured to include local leaders among the clients and partners who place their trust in us. Our extensive business network is constantly expanding. Our assets under management currently exceed $1.7 billion.

  • Daniel Ouellet BBA, CIM®

    Portfolio Manager, Senior Wealth Manager

    • Daniel has worked in the financial sector since 1998
    • As a financial markets expert, he brings his knowledge of the markets to asset allocation and investment strategies
  • Jonathan Bolduc BBA, CIM®

    Portfolio Manager, Senior Wealth Manager

    • Jonathan has worked in the securities industry since 2000, after 2 years in the corporate finance sector.
    • His vast knowledge and business relationships with local professionals serve him well in his role of business development leader. Jonathan is also responsible for team coordination and outreach.
  • Vincent Corriveau BBA

    Investment Advisor

    • Vincent has been with Desjardins Securities since the Rimouski office opened in 1997
    • Since 2011, Vincent has focused on business process optimization and client presentations
  • Sébastien Paquet DMD

    Investment Advisor

    • With over 20 years of experience as a dentist and dental clinic manager, Sébastien made the leap into the financial sector and joined our team in 2016.
    • His experience as a manager and business owner helps him understand the reality of entrepreneurs, whether or not they are in the healthcare industry.
    • A proud ambassador for our team in Quebec City, Sébastien enjoys sharing his knowledge of the financial world and promoting our group's expertise to his network of contacts across Quebec.
  • Sébastien Boulianne BBA, F. Pl

    Investment Advisor

    • Sébastien has been with Desjardins Group since 2001, and has been an investment advisor with Desjardins Securities since 2014. He joined the Ouellet-Bolduc Group in March 2019.
    • He's a graduate of the Université du Québec à Rimouski and has earned the title of financial planner.
    • He is in charge of business development for the Matapédia and Gaspésie regions and provides our clients with sound financial planning advice and close monitoring.
  • Jean-Sébastien Lavoie M. Sc., BBA, F. Pl

    Associate Wealth Management Advisor

    •  Jean-Sébastien joined the team in February 2016 and is responsible for the financial planning and wealth management department.
    • Jean-Sébastien holds a bachelor’s degree in business administration and a master’s degree in project management from the Université du Québec à Rimouski. He also holds the Certified International Wealth Manager (CIWM) designation, recognized worldwide as a leading professional designation in wealth management.
  • Luc-André Otis BBA

    Associate Wealth Management Advisor

    • Has been with Desjardins Securities since 2012 and joined the Ouellet-Bolduc Group in March 2019.
    • Has a BA in business administration with a concentration in financial services from Université du Québec à Rimouski (Lévis campus).
    • Can provide effective support to our clients, thanks to his experience and professionalism.
  • Rafael Tavares MBA, CFA

    Associate Wealth Management Advisor

    • Rafael joined the team in 2013
    • He puts his experience in securities to good use in his online portfolio management work
  • Marie-Pier Thibeault CIWM, BBA, F. Pl

    Associate Wealth Management Advisor

    • Marie-Pier holds a bachelor's degree in business administration with a concentration in financial services from Université du Québec à Rimouski and is a graduate of the Institut québécois de planification financière. She also earned the title of Certified International Wealth Manager, which is recognized around the world as a top professional designation in wealth management.
    • Working in the financial sector since 2011, Marie-Pier works with the wealth management team to provide strategies that optimise all aspects of financial planning.
  • Julien Landry BBA

    Associate Wealth Management Advisor

    • Julien has been working for Desjardins Group since 2008.
    • He has a BA in business administration with a concentration in financial services from Université du Québec à Rimouski (Lévis campus).
    • He has over 15 years' experience in finance and works with our team's wealth managers.
    • For him, the key to success is the ability to gain trust and build rapport with his clients and to get to know them better.
  • Marie-Hélène Lacroix MBA, LL.B., LL.L

    Associate Wealth Management Advisor

    • Marie-Hélène joined our team in August 2021 with over 20 years of experience in the financial services and business financing sector.
    • She is responsible for supporting our team's wealth management and portfolio management leaders.
    • She has a law degree from Université de Montréal, a master's degree in law and a master's in business administration from McGill University.
  • Maxime Lévesque BBA, F. Pl, CPA

    Associate Wealth Management Advisor

    • Maxime has a bachelor's degree in business administration with a specialization in accounting from the Université de Sherbrooke. He's also a chartered professional accountant (CPA).
    • He puts his experience in different accounting firms to use by managing our relationships with accountants and he supports clients with their investment strategies.
  • Alexandre Michaud BBA

    Associate Wealth Management Advisor

    • Alexandre has a bachelor of business administration from the University of Ottawa.
    • Employed by Desjardins Group since 2012, he shares his knowledge of financial services by working with the wealth management team and helping clients with their investment strategies.
  • Bernard Morin BBA, F. Pl

    Associate Wealth Management Advisor

    • Bernard has more than 28 years of experience in the financial sector. He joined Desjardins Group in 1997, where he was a financial planner for 20 years and a Desjardins Securities investment advisor for 2 years. Bernard joined the Ouellet Bolduc Group in March 2023.
    • Bernard has a bachelor of business administration with a specialization in finance from Université Laval in Quebec City. He's also certified by the Institut québecois de planification financière.
    • His extensive experience and insightful advice enable him to build strong, trusting relationships with his clients and to support them in achieving their financial goals.
  • Jean-François Desforges BBA, CIM®, F. Pl

    Associate Wealth Management Advisor

    • Jean-François has a bachelor of business administration with a specialization in finance from Université Laval. Since March 1999, he's also been certified by the Institut québécois de planification financière. He holds a Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute as well.
    • An employee of Desjardins Group since 1996, Jean-François has 27 years of experience in the finance sector. In his role as financial planner, he has been applying his expertise for the benefit of a diverse range of clients. With Desjardins Securities since 2020, he joined the Ouellet Bolduc Group in January 2024.
    • His extensive experience and expert advice enable him to build strong, trusting relationships with his clients and support them in achieving their financial goals
  • Catherine Lord

    Assistant Wealth Management Advisor

    • Catherine has been employed by Desjardins Group since 2009 and has provided leading support to the portfolio and senior wealth managers, as well as communications and community involvement.
    • She is passionate about communications, human relations and customer service and contributes to the team's community outreach.
  • Mélinda Rioux B.Sc.

    Wealth Management Associate

    • Mélinda holds a bachelor's degree in actuarial science from Université Laval and joined Ouellet Bolduc Group in October 2015.
    • She carries out portfolio management transactions and closely monitors our clients' accounts.
    • She participates in the continuous improvement of our processes and tools and provides support to all team members.
  • Anne-Marie Sirois

    Wealth Management Assistant

    • Anne-Marie has been with the team since 2019.
    • She assists the advisors by providing impeccable customer service when opening accounts and conducting any administrative follow-up required.
    • Anne-Marie has a background in teaching, which she uses to help train new hires and improve our processes.
  • Karelle Côté

    Wealth Management Assistant

    • Karelle joined Ouellet Bolduc Group in March 2020.
    • She has over 11 years of customer service experience.
    • Dedicated and caring, client well-being is a her top priority
  • Émile Brunet BBA

    Wealth Management Assistant

    • Émile recently received a bachelor of business administration from Université de Sherbrook
    • He officially joined the Ouellet Bolduc Group in September 2022, after completing two internships with the team in May 2021.

     

  • Francesca Caron

    Wealth Management Assistant

    • Francesca joined the team in April 2022.
    • She has a strong background in customer service and supports the administration and client services department.
  • Karen Vallières

    Wealth Management Assistant

    • Karen started with Desjardins Group at Caisse Desjardins de Sayabec as a teller.
    • After the merger with Caisse Desjardins Vallée de la Matapédia, she accepted a position as a member services agent. She occupied that position for 5 years before becoming a financial services agent until March 2022.
    • She joined Groupe Ouellet Bolduc on April 4, 2022, as a wealth management assistant.
  • Andrée-Anne Rioux

    Wealth Management Assistant

    • Andrée-Anne has worked in administration for several years, where she stands out as an adaptable problem-solver.
    • Through her experience, she is able to respond to the needs of a diverse clientele.
  • Annie St-Amand

    Wealth Management Assistant

    • With over 15 years of experience in customer service and auditing, Annie's approach is human, authentic and proactive.
    • Her ability to work in a structured and legislated environment is an asset to our team. She is also recognized for her rigor and professionalism.
  • Alain St-Jacques M. Sc.

    Business Transfer Coach

    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.

  • Catherine Beauchamp

    Notary

    Catherine Beauchamp is a notary and is currently a team leader and senior estate planning advisor at Desjardins Wealth Management. In addition to her law degree, Ms. Beauchamp also holds a master's degree in taxation from Université de Sherbrooke and will complete the STEP Canada program in early 2024 to become a obtain the TEP designation. She has a certificate in psychology as well as a graduate diploma in the prevention and resolution of disputes. She is thus mindful of the range of family dynamics and ensures that the risk of family conflicts is minimized when planning an estate. She's passionate about making information accessible and sharing her knowledge. She also serves as a lecturer in the graduate program at Université du Québec à Montréal and in the master's program in notarial law at Université de Sherbrooke.

  • Jeffrey Morrow

    Financial Security Advisor

    Jeffrey has a bachelor's degree in accounting and an MBA in financial planning. He's been a financial security advisor with a major Canadian insurer for more than seven years. His clients appreciate being clear in their explanations and following up. Jeffrey is very thorough when it comes to optimizing a strategy. He's well versed in tax matters.

  • Mathieu Pelletier

    Senior Tax Advisor

    Mathieu has a master's degree in taxation and has been working as a tax specialist since 2016. This was a new chapter in his career, as in 2015 he began studying to specialize in this field following a 7-year stint with Desjardins as a financial planner. Prior to working at Desjardins, he worked in life and health insurance.

    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. Since moving to the financial services industry, Mathieu has been assisting a wide range of members who are preparing for retirement or are retired. 

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