Christian Letarte, F. Pl

• 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.

• 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 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!

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.

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 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.

Anne-Marie Fournier is a financial planner and notary. She currently serves as a senior estate planning advisor at Desjardins Wealth Management. She is presently enrolled in a graduate program in taxation that she will complete in 2024. Having worked in finance for several years, she has developed a passion for estate planning. This passion has led her to share her knowledge of the administration of the property of others as a lecturer in the master's program in notarial law at Université Laval. Efficiency and adaptability are some of her key qualities.

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.

Mathieu has a master's degree in taxation and has been working as a tax specialist since 2016. This was a new chapter in his career, as in 2015 he began studying to specialize in this field following a 7-year stint with Desjardins as a financial planner. Prior to working at Desjardins, he worked in life and health insurance.

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. Since moving to the financial services industry, Mathieu has been assisting a wide range of members who are preparing for retirement or are retired.