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Francis Soucy, CIM®, CPA, CMA

Portfolio Manager, Investment Advisor

T 450-263-8192

Languages: French, English

Biography

Wealth management has been Mr. Soucy’s passion since 2004. After earning a bachelor’s degree in accounting at the Université de Sherbrooke, he specialized in finance, especially in portfolio management.

Each day, he feels privileged to fulfil his passion for finance. He chose this trade for people, he chose his region (Frelighsburg) for people, and he has chosen to excel for them.

JFS Group accréditation excellence

Excellence Accreditation

Excellence accreditation attests that the investment advisor's services meet 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 investment advisors who participate in a continuous development and improvement program.

Skilled and experienced, the members of our team have varied and complementary areas of expertise: banking, accounting, tax matters and securities trading. The team’s years of diversified experience are applied with the sole aim of meeting your goals.

Mission

Standing alongside you and guiding you at every stage of your life to build your wealth.

Investment Philosophy

We use sophisticated technical tools to make rational decisions, without ever yielding to emotion or to passing fads that stir the markets from time to time. This discipline protects us from common errors that investors may commit: excess haste, sudden impulses, impatience or holding declining assets in the unlikely hope of breaking even. With us, each trade is based on technical data and reliable statistics.

What sets us apart

Our many years of varied and complementary experience are fully applied to fulfilling your goals. Our pride is based on offering the highest levels of professionalism and service in our relationships with our clients.

Values

  • Ethics
  • Rigour
  • Transparency
  • Integrity

Service Offer

Our service offer stands out, among other factors, for rigorous execution and for including outside expertise found nowhere else, such as our consulting services in philanthropy and non-traditional wealth diversification (woodlot analysis and management, and our wine steward service). We also have service agreements and advice in testamentary trusts, in vivo trusts and even land trusts.

Biographies of my colleagues

  • Douglas Johnston, CIM®, A.I.C.B.

    Vice-President, Portfolio Manager, Investment Advisor

    T 450-263-8010

    Languages: French, English

    Working in the financial services field since 1981, Mr. Johnston earned a certificate as an associate of the Institute of Canadian Bankers at Concordia University. Designated a Chartered Investment Manager (CIM®), he also extends his training through continuing education. Mr. Johnston was director of personal banking services at the largest Canadian chartered bank and has a passion for finance.

    In the securities industry since 1993, he has held the position of Vice-President and Branch Manager with national brokerage firms before joining Desjardins Securities. Recognized early on as a top-performing advisor, Mr. Johnston offers his clients service beyond the ordinary.

    Active in the community, he is Chair of the Friends of Massey-Vanier, a non-profit organization supporting two regional high schools (French and English) operating under the same roof in Cowansville. He is also a board member of Au Diapason palliative care home and a member of its support team and of the management team of its foundation. Au Diapason, located in Bromont, offers specialized palliative care and professional, psychological and spiritual support to people nearing the end of their lives in communities in the Brome-Missisquoi and Haute-Yamaska regions.

  • Daniel Lettre,

    Investment Advisor

    T 819-820-2999 ext. 5072222

    Languages: French, English

    Mr. Lettre holds a B.A. from the Université de Sherbrooke and has been an investment advisor for more than 30 years. During this time, extraordinary changes have occurred in the financial field. This has led him to write a book on the topic called Le jeu de l’argent, revisiter l’art d’investir (available in French only), published in 2014 and providing thoughts on money management in the 21st century.

  • Andrée Couture, CFP®

    Investment Advisor

    T 450-263-2014

    Languages: French, English

    Linkedin

  • Pascale Bergeron,

    Associate Advisor

    T 450-777-8845

    Languages: French, English

    Linkedin

    Ms. Bergeron has worked at Desjardins Securities for 21 years, including as an associate advisor and as a branch coordinator. Her solid experience and extensive knowledge in securities contributes to the outstanding client service she provides.

    As an associate advisor on the team, she handles quality control for our services, organizes events and is responsible for discretionary management transactions. She’s known for being a focused, detail-oriented and efficient teammate.

  • Pascale Vermette,

    Investment Assistant

    T 450-777-3269

    Languages: French, English

    The holder of a bachelor’s degree in industrial relations from Université Laval, Ms. Vermette has completed the Canadian Securities Course. She has worked in the securities field for 20 years (Midland Walwyn, Merrill Lynch, CIBC Wood Gundy and Desjardins Securities) as an assistant to advisors. She has been part of JFS Group for 17 years. Active in sports, she competes in provincial and national swimming events and serves as a volunteer in her sport.

  • Josée Bédard,

    Investment Assistant

    T 450-263-7555

    Languages: French, English

    Ms. Bédard has been working in the securities sector since 1985. She has experience in many institutions (Midland Walwyn, FBN, Raymond James and Desjardins Securities), where she held various positions such as branch coordinator and assistant to an advisor.

    Ms. Bédard enjoys tackling challenges and working with our clients.

Locations

Desjardins Securities at Cowansville

145, rue Sherbrooke
Suite 102
Cowansville (Québec) J2K 5E7

450-263-7555 Toll-free : 1-855-263-7555Fax : 450-263-5805

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Desjardins Securities at Granby

450 rue Principale
Suite 100
Granby (Québec) J2G 2X1

450-777-8004 Toll-free : 1-800-830-8004Fax : 450-777-0783

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Desjardins Securities at Sherbrooke

300, rue Belvédère Nord
Suite 201
Sherbrooke (Québec) J1H 4B1

819-820-2999 Toll-free : 1-800-668-2999Fax : 819-820-2513

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