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Bruno Pelletier, MBA

Investment Advisor

T 418-860-4302

Languages: French, English

Biography

Mr. Pelletier has more than 22 years' experience in the finance field. he began his career in the Mouvement Desjardins as a commercial account manager in 1992. He joined the ranks of Desjardins Securities in 2009.

Lagacé/Boutin/Pelletier Team

We are a team, involved in our community, who provide first-rate financial advice to establish a long-term relationship of trust with our clients.

Mission

Helping our clients and guiding them toward the best decisions for managing their personal financial affairs. We listen carefully to our clients and offer them high-quality service and advice.

What sets us apart

Helping our clients and guiding them toward the best decisions for managing their personal financial affairs.

Values

Integrity, transparency, stability in business relationships, skill, simplicity.

Service Offer

  • Attentiveness toward our clients to assess their financial needs, their goals and their investor profiles.
  • Creation of a customized portfolio, with tax advantages. 
  • Rigorous monitoring of investments and periodic portfolio rebalancing.
  • Remaining proactive, attentive and available for our clients' needs, which change over time.

Biographies of my colleagues

  • Isabelle Lagacé, B.A., FCSI®, CIM®

    Portfolio Manager, Investment Advisor

    T 418-862-4772

    Languages: French, English, Spanish

    Ms. Lagacé holds a bachelor's degree in industrial relations and has earned designations as a Chartered Investment Manager (CIM®) and a Fellow of the Canadian Securities Institute (FCSI®), the highest distinction awarded in the financial services sector in Canada. Ms. Lagacé also received the title of portfolio manager in 2012.

    She has more than 18 years' experience in the securities field and is also heavily involved in social endeavours.

  • Sophie Boutin, F. Pl

    Investment Advisor

    T 418-862-4574

    Languages: French, English

    Ms. Boutin, an investment advisor, financial planner and holder of a certificate in administration and financial planning, has worked in the securities field for more than 15 years. She holds the titles of financial planner, financial security advisor and certified life insurer1.

    A dynamic person, she is heavily committed to her clients and to her community.

    1. Through Desjardins Securities Financial Services or the Caisse network. Return to footnote 1 referrer
  • Lynda D'Amours, B.A.

    Advisor Assistant

    T 418-862-4023

    Languages: French

    A social sciences graduate at Université Laval, Ms. D'Amours has worked in the Mouvement Desjardins since 1997. She joined the Desjardins Securities team in Rivière-du-Loup in 2001.

    Her professionalism and courtesy ensure her clients of impeccable service.

  • Sandra Soucy,

    Investment Assistant

    T 418-862-4605

    Languages: French

    Holding an attestation in college studies in finance and securities, Ms. Soucy has worked for the Mouvement Desjardins since 1999. She joined Desjardins Securities at Rivière-du-Loup in 2012. Her discipline and versatility make her a highly appreciated assistant on the team.

Location

Desjardins Securities at Rivière-du-Loup

315, boulevard Armand-Thériault,
Suite 100
Rivière-du-Loup (Québec) G5R 0C5

418-862-4772 Toll-free : 1-877-716-6660Fax : 418-862-5015

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