Our Team

Our Mission

For us, each client is unique and important. Our mission is to provide clients with exceptional, personalized service during every stage of life and to help them achieve their financial goals through a rigorous and disciplined approach. Let us help you build and protect your family’s wealth by minimizing the volatility in your portfolio.

Our Team

Our team is composed of two Desjardins Securities investment advisors: Martin-Guy Bernier and his wife and colleague Sarah Zuckermann.

Assisted by our associate advisor Michèle Accarisi, we help our clients grow their family wealth and reach their long-term financial objectives. Because we know that each situation is unique and requires tailored advice, we offer all clients a personalized approach that takes into account their own values and their long-term dreams and goals.

In addition to our excellent customer service and our income investing style, our team offers a unique financial coaching approach. We are committed to ensuring that each client understands what goes on with their assets and portfolio. We also communicate regularly with our clients and help them understand important new developments in the world of finance.

  • Martin-Guy Bernier F. Pl

    Senior Wealth Manager

    • More than 20 years of experience working in key positions with increasing levels of responsibility at different financial institutions
    • Investment advisor with Desjardins Securities since 2001
    • Financial planner registered with the IQPF

    As the senior advisor, Martin-Guy Bernier is responsible for preparing investor profiles, investment recommendations and retirement planning. He is also in charge of security selection and maintaining up-to-date knowledge in the seven critical areas of financial planning.

  • Sarah Zuckermann B.A.

    Wealth Manager

    • More than 20 years of broad-based experience in the financial industry, both in financial institutions and related companies.
    • Areas of expertise include strategic account planning, business development and client services.

    Sarah Zuckermann is responsible for developing and maintaining contacts with internal and external partners. She is also involved in strategic planning and client relationships, as well as marketing and communication initiatives.

  • Michèle Accarisi

    Assistant Wealth Management Advisor

    With Desjardins Securities since 2000 and a graduate from Concordia University, Michèle has a Bachelor of Commerce with a major in Finance and is a Canadian Investment Manager of the Canadian Securities Institute (CSI). Her expertise and knowledge allow her to assist Martin-Guy and Sarah in the follow-up of client files and the execution of orders, in addition to allowing her to answer all your questions of an administrative nature.

  • Mathieu Bernier

    Wealth Management Associate

    Mathieu has completed his course on securities trading. He will be graduating soon from Université de Sherbrooke with a bachelor's degree in business administration. Mathieu has been working in the banking industry for the past 5 years. He will draw on his experience at various financial institutions to provide full administrative support and to assist team members and our clients.

  • Vincent Sigouin-Marquis

    Financial Planner

    Collaborator | Desjardins Trust Inc.

    Vincent Sigouin-Marquis holds a bachelor's degree with a double major in applied economics and finance from HEC Montréal. He has held a number of roles within Desjardins. After completing his master's degree in taxation, he joined an accounting firm and refined his expertise by accepting tax consulting mandates and compliance projects. He's been working in the Financial Planning Services Department since 2022. He helps high-net-worth clients set up a clear plan that reflects their wishes and guides them towards their goals.

  • 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.

  • Sonia Jolette

    Financial Security Advisor

    Collaborators | Desjardins Securities Financial services inc.

    Sonia has over 27 years of experience in the financial industry, including several years as a partner in her own financial services firm, creating and developing a high-quality brokerage services. Sonia has been with Desjardins since 2013 and continues her mission of implementing financial strategies aimed at protecting and maximizing the wealth of her clients. Serving clients stand out from her listening skills, expertise and disciplined approach, providing tailored solutions that address their needs and concerns. Sonia leverages her skills, professionalism, professionalism and authenticity to put client first in her recommendations. 

  • 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.

  • 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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