Étienne Bouchard, BBA, F. Pl

Wealth Manager

T 819-693-3750 ext. 5052017

Languages: French, English

Biography

Étienne has a bachelor of business administration with a finance concentration from the Université du Québec à Trois-Rivières. He completed his university education with a financial planning certificate and is now a designated financial planner.

Étienne has been with the team since 2020 and ensures that all of our clients have a full, personalized financial plan as part of their portfolio management. Étienne delivers high-quality service, but just as importantly, he's an active listener and always available for his clients.

He's passionate about the financial markets and taxation. He stays on top of the latest changes, so that he can pass on his expertise to our clients.

David Bartlett Team

3 advisors with expertise in financial planning, taxation and wealth management, and 2 assistants.
Assets under management at the start of 2022: $275,000,000 for 220 different households
Winner of the 2021 Desjardins Securities "Team of the Year" award for teams of 5 or less.

Mission

We're here to help you grow financially, so that you can build wealth for yourself and your family. That means taking a long-term view: we provide stable and consistent wealth management without losing sight of your personal needs, goals and values.

Investment Philosophy

Our goal is to maximize your long-term wealth by investing directly in publicly traded companies that meet criteria that have been delivering returns for nearly a century. We offer simple, modern portfolio management inspired by Warren Buffett's investment principles and wisdom. We avoid costly financial products, which have historically led to poor investor performance according to studies conducted by Dalbar Inc.[1]

[1] DALBAR, Inc., Quantitative Analysis of Investor Behaviour, 2020.

What sets us apart

Efficient service and rigorous monitoring. A portfolio management approach that seeks long-term enrichment through clear and straightforward principles, so that you can understand what we're doing and expand your own investment knowledge. Expertise and services that rely on solid, trusting relationships.

Values

Honesty: We're clear about your financial circumstances and what we can realistically do for you.

Mutual interest and transparency: What's good for you is good for us. We manage our personal investments the same way we manage yours. And our fee-based billing structure means it's better for us to deliver optimal results for our clients.

Impeccable customer service: We want our clients to be perfectly satisfied with our services. We aim to meet all of your needs through our expertise and rigorous monitoring.

Service Offer

In addition to portfolio management, we cover other aspects of wealth management, such as taxation, retirement planning and withdrawal strategies, estate and legal concerns, and insurance needs.

Biographies of my colleagues

David Bartlett, M. Fisc, BBA, CIM^®, F. Pl

Wealth Manager

T 819-693-7567

Languages: French, English

Linkedin

For nearly 20 years, David has been assisting clients with portfolio management and financial planning. Though he does have a solid academic background, he also knows that expertise can't be taught at university: instead, it is gained through hands-on experience. He draws his inspiration from bold industry leaders who shake things up.

He's committed to self-improvement and is a lifelong learner, so that he can inspire others in turn.

Full details
Guylaine Lafond,

Assistant Wealth Management Advisor

T 819-693-4445

Languages: French

Ms. Lafond has more than 30 years’ experience in the industry. A Canadian Securities Institute graduate, she is recognized for her professionalism, rechnical knowledge and great courtesy toward clients.
Simon Paquette,

Associate Wealth Management Advisor

T 819-693-3750 ext. 5052006

Languages: French

Simon completed his studies in administration in Trois-Rivières. He's been with Desjardins for more than 17 years, providing financial and advisory services. Simon has worked with a number of different entities within Desjardins, building his relationship and communication skills. Today he puts those skills and expertise to use meeting his clients' needs. He joined Desjardins Securities in 2021.

Simon's role on the team is to follow up with certain clients and helping them meet their goals.

He's won caisse network Circle of Excellence awards on several occasions.
Josée Patry,

Wealth Management Assistant

T 819-693-3750 ext. 5052023

Languages: French

Josée has a college diploma in finance and administration, and has been with Desjardins Group since 2001. Her administrative skills and attention to detail make her a go-to resource for all our clients.