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Christian Letarte, F. Pl

Wealth Manager

T 450-676-3299

Languages: French, English

Biography

  • Holds the Financial Planner (F.Pl.) designation from the Institut québecois de planification financière (IQPF)
  • With Desjardins for over 20 years

Christian Letarte is an excellent wealth manager and a highly effective financial planner thanks to his vast expertise in finance and excellent relationship-building skills. A great listener, he demonstrates empathy and skillfully identifies his clients' needs.

In retirement planning, Christian leverages his expert knowledge and offers an approach based on integrity and rigour.

Christian's skilled approach and his many years of experience are valuable assets that help us identify, monitor and achieve our clients' financial goals.

Responsibilities

  • Retirement projection
  • Investment management
  • Periodic portfolio monitoring

Tremblay-Morin-Letarte Team accréditation excellence

Excellence Accreditation

Excellence accreditation attests that the wealth manager's practice meets the highest standards of quality in order to offer you an unparalleled experience in meeting your financial needs. This distinction is awarded exclusively to Desjardins Securities wealth managers who participate in a continuous development and improvement program.

We’re committed to taking care of you and your needs!            

Known for our expertise and courtesy, we can help you manage your family assets and give advice for growing your wealth.

Our specialty is providing guidance and advice for mass-affluent and high-net-worth business clients and their families, with a minimum of $500,000 to invest.  

Mission

You’re a one-of-a-kind person with one-of-a-kind plans!

Our goal is to offer you personalized service and advice so you can reach all your goals.                                  

Investment Philosophy

Our investment philosophy is aimed at protecting and growing your capital, while minimizing risk, so you can achieve long-term results.

By using a rational and disciplined philosophy, we’re able to make sure your investments stay on track, no matter what happens.                                                                                                                                                                              

What sets us apart

Thanks to a multidisciplinary team, we’re able to offer comprehensive wealth management solutions characterized by:

  • Close relationships with our clients
  • A focus on tax efficiency
  • Innovative portfolios
  • Customized asset allocation
  • Close collaboration with the caisses in your region
  • Transparency regarding compensation

Values

We firmly believe that integrity, professionalism and compliance with regulatory and industry standards are key to establishing lasting business relationships that are built on respect and trust.

 

Service Offer

Our service offer revolves around our top priority, which is ensuring your peace of mind!

After analyzing your needs and determining your investor profile, we’ll develop a plan that includes investment management, tax optimization, retirement and estate planning, and wealth transfer—all based on your goals and needs.

We’re committed to monitoring your portfolio and financial situation closely, so we can adjust our strategy if needed.

We strive to provide you with guidance and advice at every stage of life, because we believe that sound advice is the key to success!

Biographies of my colleagues

  • Catherine Tremblay, F. Pl

    Senior Wealth Manager

    T 450-223-1953 ext. 5092023

    Languages: French

    Linkedin

    • Holds a certificate in financial planning from Université Laval
    • Has over 15 years of experience working as a financial planner at Desjardins

    Driven by a strong desire to help others, Catherine studied psychology while earning a bachelor’s degree.

    Catherine is an excellent listener who’s committed to understanding her clients, their dreams and their concerns.

    When you work with Catherine, you immediately feel at ease knowing you’re in capable hands.

  • Vincent Morin, M. Sc., CFA

    Portfolio Manager, Wealth Manager

    T 450-223-1092 ext. 5091018

    Languages: French, English

    Linkedin

    • Chartered Financial Analyst of the CFA Institute
    • Master's degree in finance from Université de Sherbrooke

    Vincent Morin is a hard-working and disciplined securities professional. He's known for being a team player with strong interpersonal skills and a commitment to speaking clearly and openly. He's talented at breaking down complex concepts and putting them into plain language for his clients, making it easier for them to understand securities and investments.

    Vincent is also involved in his community, holding seminars on a wide variety of economic and market-related topics each year. His abilities and in-depth understanding of the markets and economy help him educate and connect with his clients and community; building strong relationships is very important to him.

  • Michaël Bilodeau,

    Associate Wealth Management Advisor

    T 819-477-0336

    Languages: French

    Linkedin

    Michaël has always been interested in finance and investments, and he puts that enthusiasm to good use as an advisor assistant for the team. He's a polite, friendly and approachable young man.

    Thanks to his recent experience in customer service, he's developed a personalized approach that focuses on client satisfaction and support with whatever they need.

    He's efficient, disciplined and proactive with just one goal: assisting you!

  • Catherine Guimond,

    Wealth Management Assistant

    T 450-223-1673 ext. 5091719

    Languages: French

    With several years of experience in the real estate and business sectors, Catherine stands out for her empathy and ability to pin down her clients' needs.

    Leveraging her education and broad experience in diverse fields, she will bring value and knowledge to our clients.

    Her role will be to assist the wealth managers with administrative tasks and to proactively engage with our clients.

  • Joanie Potvin,

    Wealth Management Assistant

    T 450-223-1673 ext. 5091596

    Languages: French

    Joanie joined Desjardins in 2017 and has been working in administration ever since. Her structured and people-focused approach offers clients proactive, rigorous and professional service.


    Administrative planning and initiative are key assets she brings to the Tremblay-Morin-Letarte team. Her charming personality and expertise provide much appreciated support to the team in terms of client satisfaction and maintaining trust.

  • Alain Chevalier, MBA, F. Pl

    Business Transfer Coach

    Languages: French, English

    Collaborator | Desjardins Securities Inc.

    Alain Chevalier has over 45 years of experience in the banking industry. He has held different positions within companies involved in financial planning and advisory services.

    By drawing on a coaching approach, he has been able to give a human dimension to his financial planning knowledge, and he has supported more than 1,000 business owners reflect on and carry out their plans to transfer or sell their business. Positioning himself as a coach, he works to ensure that all parties involved can collaborate to achieve a common goal.

  • 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

    ANNE-MARIE FOURNIER

    Anne-Marie Fournier is a financial planner and notary. She currently serves as a senior estate planning advisor at 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.

Location

Desjardins Securities at Saint-Hyacinthe

1395, Daniel-Johnson East Street
Suite 201
Saint-Hyacinthe (Québec) J2S 7Y6

450-223-1673 Toll-free : 1-888-313-6150Fax : 450-223-1677

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