Daniel Chartier, CPA, CGA

Portfolio Manager, Senior Wealth Manager

T 514-281-4249

Languages: French, English

Biography

An accountant by training, Mr. Chartier became an investment advisor in 1987. In addition to advising clients, he also played an instrumental role in the creation and growth of Desjardins Securities. In 1996, the Investment Dealers Association of Canada (now the Investment Industry Regulatory Organization of Canada) recognized his professionalism and contribution to the industry with the prestigious Distinction Award – Quebec Section.

Chartier Team

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.

With our 30 years' experience, our know-how and our investment knowledge, we offer top-quality professional services in managing investments and financial wealth.

Mission

Our mission is to provide personalized, comprehensive financial management services to support our clients throughout key stages of their lives and build their long-term financial security.

Investment Philosophy

Application and observance of prudent investment principles help in building portfolios suited to market conditions. In our 30 years of existence, we have acquired the conviction that this approach provides our loyal clients with efficiency and peace of mind.

What sets us apart

As the main generalist, providing overall management of our clients' financial wealth while being the specialist in the investment field.

Values

Sound knowledge of our clients favours long-term relationships of trust.

The client's interest comes first, at all times and in every situation.
Planned and clearly framed management enhances performance and increases peace of mind.
Scrupulous observance and application of the major investment principles ensure greater stability of portfolios.

The development and skills of an advisory team increase reliability and promote long-lasting success.

Service Offer

Our services:

Portfolio management
Tax planning
Retirement planning
Estate planning^{Footnote 1} and wealth transfer
Management of foundations and non-profit organizations
Charitable donations

Notes

Through Desjardins Securities Financial Services or the Caisse network.

Biographies of my colleagues

Elise Chartier, CIM^®

Portfolio Manager, Senior Wealth Manager

T 514-281-7364

Languages: French, English

Elise Chartier joined the team in 2010 as an associate advisor and moved to the role of portfolio manager and senior wealth manager. In addition to her professional training, Ms. Chartier has developed extensive experience in the securities industry over the years and maintains excellent relationships with all our clients.

Full details
Annie Sonier,

Associate Wealth Management Advisor

T 514-281-7729

Languages: French

Linkedin

Ms. Sonier has been with Desjardins Securities since 1997, where she’s developed extensive experience in administrative support. She joined Team Chartier in 2002 and became an advisor in 2007. She plays a key role in ensuring our clients receive first-class service.
Mélanie Beaudoin,

Wealth Management Associate

T 514-281-2303

Languages: French, English

Ms. Beaudoin has a diploma in office administration. She joined Desjardins in 2010, first working in the collections and credit granting team before moving to the risk management unit at Desjardins Securities. She’s overseen Team Chartier’s administrative operations since 2015.
Emanuela Interlino, BBA

Associate Wealth Management Advisor

T 514-281-7128

Languages: French, English, Italian

Ms. Interlino holds a bachelor’s degree in business administration. She joined Desjardins Securities in 2000, became an advisor in 2005 and joined Team Chartier in 2012.

She puts her background in finance to work in providing outstanding client service.