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Francis Soucy, CIM®, CPA

Portfolio Manager, Senior Wealth Manager

T 450-263-8192

Linkedin Profil

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 and in particular portfolio management. While working on a number of family trusts, he gained expertise in wealth management and business transfers, as well as in personal and corporate taxation. For the past few years, Mr. Soucy has focused on his role as Investment Advisor and Portfolio Manager.

Over the years, he has developed a holistic and family approach to wealth management, which benefits his clients. As an active resident of Bromont, he puts a great deal of energy into his community work.

Johnston Soucy Couture Advisory Group 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.

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

  • Andrée Couture, F. Pl

    Portfolio Manager, Wealth Manager

    T 450-263-2014

    Languages: French, English

    Linkedin

    With a certificate in financial planning, Ms. Couture has been working in wealth management since 1996. She specializes in financial strategies, taxation, retirement analysis and business transfers, and has in-depth expertise in the agricultural field. Ms. Couture wants to support her clients in achieving their financial goals, whether personal or professional. Her primary aim is to help increase growth of assets under management and her clients' satisfaction through sound advice and attentive financial planning services.

    A resident of Notre-Dame-de-Stanbridge, Ms. Couture is actively involved in her community and proud to support various charities. She cherishes the value of social inclusion.

  • Douglas Johnston, CIM®, AICB

    Portfolio Manager, Senior Wealth Manager

    T 450-263-8010

    Languages: French, English

    Mr. Johnston has worked in finance since 1981. He earned a certificate as Associate of the Institute of Canadian Bankers at Concordia University. Designated a Chartered Investment Manager (CIM®), he was director of personal banking services at Canada's largest chartered bank. In the securities industry since 1993, he held the position of Vice-President and Branch Manager with national brokerage firms before joining Desjardins Securities.

    Mr. Johnston goes above and beyond for his clients. Available and committed, he ensures ongoing professional monitoring of all files entrusted to him. He lives in Cowansville and is very active in all of the regions he serves.

    Mr. Johnston is also active in his community. He is Vice-President and founding member of the board of directors of the Au Diapason Palliative Care Foundation, and helps to organize several fundraising events for the organization and many others. In this role, he was honoured twice by Desjardins Securities for his community involvement and was a finalist for the prestigious Top des leaders de l'industrie financière, in the category Implication sociale de Finance investissement.

  • Marc-André Deland, BBA, F. Pl

    Associate Wealth Management Advisor

    T 450-263-3541

    Languages: French, English

    Linkedin

    Mr. Deland holds a bachelor of business administration and has earned the financial planner designation. He's been working in the field of investments since 2002. Prior to joining the Desjardins Securities team in 2022, he worked for over 15 years at a Desjardins caisse in the Brome-Missisquoi region.

    Mr. Deland can help you find the right tax and financial strategies for your situation. He's a good listener who is thorough and detail-oriented. He's committed to building a relationship of trust and helping you achieve your personal and financial goals.

    A Farnham resident since 2008, Mr. Deland is actively involved in his community. He enjoys travel and hockey and, of course, everything finance! He makes a point of staying up to date on all the latest financial news and takes every opportunity he can to learn more to keep pace with industry best practices and trends.

  • Sonia Boulet,

    Associate Wealth Management Advisor

    T 450-263-7555

    Languages: French, English

    Ms. Boulet has worked for Desjardins since 2005 and has extensive knowledge of the financial sector. She was first hired for customer service and then worked as an asset management assistant and wealth management advisor at Caisse Desjardins de Bedford. Her rigour and sound organization skills are put to good use as she provides administrative support to the team.

    A resident of Dunham, she knows the area well and is involved in various local organizations.

     

  • Pascale Vermette,

    Assistant Wealth Management Advisor

    T 450-777-3269

    Languages: French, English

    Ms. Vermette earned a bachelor's degree in Industrial Relations from Université Laval and has been working in the securities field since 1990 (Midland Walwyn, Merrill Lynch, CIBC Wood Gundy, Desjardins Securities) as an assistant to advisors.

    Resident of Cowansville, she joined the Johnston Soucy Couture Advisory Group in 1993 and has provided outstanding customer service since that time. Passionate about sports, she competes provincially and nationally in horse riding and volunteers at many equestrian events.

  • Pascale Bergeron,

    Wealth Management Associate

    T 450-777-8845

    Languages: French, English

    Linkedin

    Ms. Bergeron is a resident of Farnham and has worked at Desjardins Securities since 1996 in the roles of associate advisor and branch coordinator. Her extensive knowledge in securities contributes to the attentive, professional service she gives to all our clients and partners.

    As an associate advisor on the team, she handles quality control for our services and organizes events and transactional aspects. She's focused, detail-oriented and efficient─a significant asset to our group.  

  • Josée Bédard,

    Wealth Management Associate

    T 450-263-5107

    Languages: French, English

    Since she began in securities in 1985, Ms. Bédard has worked at many leading institutions (Midland Walwyn, National Bank Financial, Raymond James and Desjardins Securities). She has held various positions, including branch coordinator and assistant to advisors.

    Resident of Cowansville, she enjoys tackling challenges and working with our clients. Her pleasant manner and attention to detail are indispensable assets to our team.

  • Sandra Dufresne,

    Wealth Management Assistant

    T 450-263-7555

    Languages:

    Sandra joined Desjardins Securities in 2023, having gained experience in client services from her time in the pharmaceutical industry in the Granby region.

    She's responsible for booking appointments and other administrative tasks for our team.

    Always eager to learn more, Sandra recently started the Canadian Securities Course (CSC®).

    Caring and attentive, she always puts our clients' best interests first.

  • 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.

  • Réal Dubuc,

    Financial Security Advisor

    Languages: French

    Collaborators | Desjardins Securities Financial services inc.

    Réal joined the Desjardins Insurance team in 2003. He specializes in life and health insurance for Desjardins's mass-affluent members. Thanks to his personalized approach, he's made his mark more than 15 times as one of Quebec's top-performing financial security advisors. A businessman at heart, Réal understands the reality of entrepreneurs in the commercial, real estate and agricultural sectors. He's also a manager in sales and clients service, and he's firmly focused on reaching his clients' goals.

  • 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.

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

2207 King Street West
Suite 400
Sherbrooke (Québec) J1J 2G2

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

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