Charles Morin

Investment Advisor

T 450-671-2123

Languages: French, English

Biography

Charles’ priority is to offer his clients a personalized and objective approach. He’s passionate about the financial sector and uses his expertise to develop rigorous planning tailored to your needs. Charles is attentive and considerate, making him a choice advisor and ally in helping you reach your goals.

When it comes to protecting your wealth, there’s no room for speculation: rigour and integrity are key to his approach.

Mission

We want to help guide your decisions and strategies for managing your wealth in the long term. Our mission is to offer you an objective, people-focused approach to help you make informed decisions.

Investment Philosophy

Our team is always looking to grow our clients’ wealth, while minimizing risk and volatility.

We believe that the long-term performance of a portfolio is directly correlated with the companies that comprise it. That’s why we invest in profitable companies with large-cap stocks that benefit from major barriers to entry and above-average growth in the long term.

What sets us apart

A personalized, people-focused approach: you’re our priority and each aspect of managing your wealth deserves our utmost attention.

Values

Trust and integrity: Your best interests are our priority in our decision-making process.
Rigour and curiosity: We’re always on the lookout to find the best solutions for our clients.
Commitment: We offer you our very best with personalized service that exceeds your expectations.
Simplicity: We believe it’s an excellent starting point for a sound asset management approach.

Service Offer

Portfolio management in line with the investor profile
Tax optimization of retirement income
Retirement planning
Cash management and foreign currency for businesses
Financial, tax and estate planning¹

When necessary, we can work with your tax specialist, notary, accountant and any other professional you do business with or we can refer you to Desjardins experts.

Our services are mainly for entrepreneurs and business owners (owners and executives), established professionals and professionals, and retirees and pre-retirees.

Note 1. In partnership with Desjardins Securities Financial Services Inc. or the caisse network.

Biographies of my colleagues

Alain Saint-Jacques, M. Sc.

Business Transfer Coach

Languages: French, English

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

Languages: French

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.
Équipe de notaires,

Languages: French, English

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.
Laurent Poirier, BSc Economics, F. Pl

Financial Security Advisor

Languages: French, English

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 conseillers principaux en fiscalité,

Languages: French, English

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.