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Audrey-Ann Jomphe, RIS, BBA

Investment Advisor

T 418-692-3668

Languages: French, English

Biography

Audrey-Ann has a bachelor's degree in business administration, with a specialization in financial planning, from Université Laval. She's also a Responsible Investment Specialist (RIS) and is currently going through the Institut québécois de planification financière's professional training program to become a certified financial planner.

She's been at Desjardins for five years and has already acquired extensive experience, particularly as a wealth management advisor. Her background and qualifications make her uniquely suited to specialize in managing investments and wealth, and to plan for financial goals effectively and rigorously.

Audrey-Ann has been putting her skills to work for the CTP team since April 2021. She's quickly become an real asset, contributing to the comprehensive view we take of our clients' financial situations and providing them with a full service offer.

CTP Team

CTP Team

A Passionate Team

We’re a team of investment advisors who are passionate about the stock market and have proven expertise in the financial industry. We’re committed to offering unparalleled advisory services and putting people first. We treat our clients how we want to be treated—with respect and integrity.

Mission

We’re committed to offering you an investment experience that maximizes results. We use a distinct and unique approach based on proper advice and a targeted service offer, so we’re able to recommend the best solutions to help you achieve your life goals.

What sets us apart

A different financial services experience

We prioritize meeting your needs and are committed to serving you better. We want to play a key role in your financial success. To do this, we focus on building personalized relationship with our clients.

Values

Our values form the basis of the CTP Team. We’re committed to you no matter what happens in the financial markets.

Transparency: We demonstrate integrity in our everyday activities.

Commitment: We support our clients with passion and enthusiasm.

Professionalism: We’re thorough and use our expertise to serve our clients.

Attentiveness: We listen to you and pay special attention to what you have to say.

Service Offer

  • Wealth management: active portfolio management
  • Investment advisory services: unique stock selection offer
  • Financial and retirement planning
  • Tax strategies
  • Customized communication plan
  • Competitive rates
  • Availability and mobility

Biographies of my colleagues

  • Steven Charest,

    Investment Advisor

    T 418-833-8599

    Languages: French, English

    Linkedin

    With a passion for investment going back more than 15 years, Mr. Charest has worked at Desjardins Securities since 2010.

    He is always on the outlook for well managed companies that can help clients' capital grow with reasonable risk. He specializes in small-cap and large-cap U.S. and Canadian equities.

    His client base consists of entrepreneurs, professionals and retirees who show an interest in financial markets without necessarily having the time and knowledge to optimize the management of their wealth.

  • David Turcotte, B.Sc.

    Portfolio Manager, Investment Advisor

    T 418-692-3668 ext. 5025205

    Languages: French

    Linkedin

    David Turcotte has a bachelor’s degree in applied sciences from Université Laval. He has been passionate about the financial markets and tax strategies for more than 20 years.

    When David selects stocks for his clients, he draws on the approach used by individuals who have excelled at stock selection, and on the investment philosophies of Warren Buffett and Peter Lynch.

    David specializes in the technology industry and has excellent knowledge and understanding about this ever-changing sector. He is able to explain things using simple language to help his clients build a diversified portfolio with peace of mind.

  • Nicolas Poulin, BBA, F. Pl

    Investment Advisor

    T 418-692-9293

    Languages: French, English

    Linkedin

    Nicolas has a degree in business administration with a finance major from Université du Québec à Rimouski (UQAR). He’s an investment advisor and an accredited financial planner from the Institut québécois de planification financière. With nearly a decade of of experience in personal finance, he’s expertly qualified to manage your personal investment portfolio and help you plan for retirement.

    Nicolas is an expert in pre- and post-retirement financial strategies and in helping affluent clients manage their wealth. He’s known for being detail-oriented and attentive to his clients’ needs—two big reasons why he quickly develops strong relationships built on trust. Nicolas works extensively in business development and financial planning, where he excels at finding tax strategies that work with your portfolio to create savings. He’s well-known at Desjardins for his impressive work ethic.

  • Raphaël Biron-Ouellet, BBA

    Investment Advisor

    T 418-692-3668

    Languages: French, English

    Linkedin

    Raphaël has a bachelor's degree in business administration, with a specialization in finance, from Université Laval. He's completed the Canadian Securities Course, the Conduct and Practices Handbook Course and the Wealth Management Essentials Course from the Canadian Securities Institute.

    Raphaël has been with Desjardins Securities since 2017 and has recently joined the CTP team, where he's excited to put his skills to work for our clients.

    With a deep interest in financial markets, Raphaël contributes to portfolio management by conducting research and analysis on different securities. He's also responsible for following up with clients.

  • Anny L'Italien,

    Investment Assistant

    T 418-692-3668

    Languages: French

    Professional and dynamic, Anny L’Italien has more than 15 years of experience in the securities industry.

    In charge of the administrative part of the team, she offers our clients an outstanding service and knows how to efficiently answer any requests our clientele may have.

Location

Desjardins Securities at Québec

70, Dalhousie
5th floor
Québec (Québec) G1K 4B2

418-692-3668 Toll-free : 1-877-780-1166Fax : 418-692-1339

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