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François Poulin, BBA, FCSI®

Portfolio Manager, Investment Advisor

T 418-659-8547

Linkedin Profil

Languages: French, English

Biography

Mr. Poulin, an investment advisor since 1986 and the holder of a bachelor’s degree in  business administration with a major in finance from l'Université du Québec à Trois-Rivières and a certificate in computer science from l'Université du Québec à Chicoutimi, has earned designation as a Fellow of the Canadian Securities Institute, the highest distinction issued by this organization.

Madore Poulin Gagné Veillette Team accréditation excellence

Excellence Accreditation

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

Mission

Advising you astutely at every stage of your professional, personal and financial life to help you grow your assets and preserve your family wealth.

Investment Philosophy

Our priority is to protect capital. We apply a high-income strategy in our portfolios, which consist of companies with solid balance sheets. Analysis of recent events involving leaders in each business sector leads us to select undervalued companies. Through asset allocation suited to your needs, as well as continuous monitoring, your portfolio will pass through various economic periods more easily.

What sets us apart

The reputation of Desjardins, combined with a structured team, enables us to provide highly effective wealth management.

Values

Attentiveness, rigour, trust.

Service Offer

Wealth management — Portfolio management

We provide both discretionary and traditional portfolio management service:

  • Discretionary: Investors wishing to delegate management of their portfolios may do so in complete confidence by opting for our discretionary solution.
  • Traditional: If you like to be informed of each trade and take part in investment decisions, traditional management will suit you perfectly.

Retirement analysis

What are your retirement goals? How best to disburse your savings? When to convert your RRSP to an RRIF? When to request QPP payments?

As financial planners, we will develop a retirement analysis with you. The portfolio strategy should match your retirement vision to ensure that your goals are fulfilled.

Insurance1

We have specialized insurance resources to help you get all the information you need to assess your insurance needs.

Taxation

Taxation is linked directly to your portfolio’s performance:

  • Special attention is paid to the types of income generated in each of your accounts.
  • Deductibility of your fees is important.
  • We strive to balance your capital gains and losses for each fiscal year.

Training and conferences

You will be invited to attend the annual conferences on discretionary management and the economy.

Estate planning1

Management of your wealth would not be complete without establishing a will and a mandate in case of disability. In addition, we can estimate for you the effect that death would have on your finances and your estate.

Caisse solution

In collaboration with your Caisse, we will offer you the best conditions for mortgage credit, lines of credit or credit cards.

Business

The establishment of an individual pension plan and the sale or transfer of your business are major décisions. This makes it important to have skilled people around you who understand the various aspects of these steps. The professionals at Desjardins, with the collaboration of your advisors, can guide you in these procedures.

  1. Through Desjardins Securities Financial Services or the Caisse network. Return to footnote 1 referrer

Biographies of my colleagues

  • Steve Madore, CIM®, F. Pl

    Portfolio Manager, Investment Advisor

    T 418-650-6350 ext. 5025265

    Languages: French

    Linkedin

    A financial planner by training, Mr. Madore has worked for many years in the Mouvement Desjardins. He served as coordinator in the asset management division in his last year with the Caisses in 2005. After taking up new challenges, he joined the Desjardins Securities team the same year. He holds a diploma in financial planning from Université Laval and is registered with the Canadian Securities Institute as a Chartered Investment Advisor (CIM®).

  • Alain Veillette, FCSI®, CPA, CGA

    Vice-President, Portfolio Manager, Investment Advisor

    Languages: French, English

    Linkedin

    Mr. Veillette is an accountant by training. Fellow of the Canadian Securities Institute since 1993, he has been registered with the self-regulatory organizations as a portfolio manager since 2009 and has been Vice-President since 2003. He has also been the manager of the Lévis branch from 2000 to 2018.

    Mr. Veillette focuses in particular on analysis of economic conditions and on strategic decisions related to portfolio management. He specializes in managing Canadian and U.S. equities and is in direct contact with clients.

     

  • Josée Gagné, B.A., F. Pl

    Investment Advisor

    Languages: French

    Ms. Gagné is a graduate of Université Laval. She is a financial planner and has worked in the finance field since 1986, in particular with financial institutions. She joined the Desjardins Securities team in June 2001.

    She stood out in 2003 with a “Emeritus Advisor” mention. At the October 2006 convention of Desjardins Securities, she received the certificate of excellence in the “Client Orientation” category.

     

  • Stéphanie St-Hilaire, BBA, F. Pl

    Investment Advisor

    T 418-650-6350 ext. 5025288

    Languages: French, English

    Linkedin

    Stéphanie St-Hilaire has a bachelor’s degree in  business administration from Université du Québec à Montréal.  Stéphanie is a certified financial planner and has been working for Desjardins Securities since 2011.

  • Sylvie Sauvageau, BBA

    Investment Assistant

    T 418-650-6350 ext. 5025276

    Languages: French

    The holder of a diploma in business administration from Université Laval, Ms. Sauvageau has also completed the  in Canadian Securities Course.

    With a passion for the investment field, she has worked since 1990 for major financial institutions and has held various positions including investment assistant. In 2010, she obtained a position as investment assistant with Desjardins Securities.

  • Caroline Bourgault, BBA

    Investment Assistant

    T 418-650-6350 ext. 5026725

    Languages:

    Ms. Bourgault holds a Bachelor's degree in Business Administration and a certificate in personal financial planning from Université Laval. She has worked for nearly 20 years in the field of financial services at various institutions. Over the years, she has established a real relationship of trust with customers.

    Ms. Bourgault joined the Desjardins Securities team in 2017.
  • Carmen Désilets,

    Investment Assistant

    Languages: French

    • Ms. Désilets has 36 years of experience in the financial industry.
    • She completed the CSI Canadian Securities course in 1993.
    • She joined the team on a part-time basis in 2019 and handles certain administrative dut
  • Annie Faucher,

    Advisor Assistant

    Languages: French

    • Ms. Faucher has more than 20 years of experience in customer service.
    • She has been with Desjardins Group for 10 years and Desjardins Securities since March 2019.
    • She joined the team in the spring of 2020 and is responsible for administrative duties and making appointments.
  • Carole Miller,

    Investment Assistant

    T 418-650-6350

    Languages:

    Ms. Miller has worked at Desjardins for over 27 years. She joined the Madore team in fall 2016. She handles the administrative side of operations and also provides customer service.

Location

Desjardins Securities at Sainte-Foy

Place de la Cité - Tour Cominar
2640, boulevard Laurier, Suite 1400
Sainte-Foy (Québec) G1V 5C2

418-650-6350 Toll-free : 1-800-361-6006Fax : 418-650-5159

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