Frédérick Roy, BBA, CIM^®

• Bachelor’s degree in accounting (BBA) from Université du Québec à Trois-Rivières (UQTR)
• Certificate in financial planning
• Financial planner recognized by the Institut québécois de planification financière (IQPF)

Pierre Luc Émond is a finance, tax, real estate and portfolio management enthusiast. As a financial planner with Desjardins, he provides exceptional service for high-net-worth clients.

He’s professional, disciplined and committed.

He oversees business development and supervises his team’s financial planning.

• Bachelor of Business Administration from the Université de Sherbrooke
• Certificate in Financial Planning from the Université du Québec à Montréal (UQAM)
• Financial planner from the Institut québécois de planification financière (IQPF)

Within our team M. Leduc is responsible for business development. With his vast experience in financial planning, he also stands out for his communication skills, his dynamism and his unfailing professionalism.

Ms. Demers holds the accreditations and qualifications required for rigorous monitoring of files, bringing added value to customer relations.

She has worked in the securities field since 1995 and has been a member of the team since it was created.

Her responsibilities include monitoring files for long-time loyal clients and providing excellent service to a growing clientele.

• Bachelor of Business Administration, Université du Québec à Montréal

Nancie has more than 15 years of experience at  Desjardins. Her skills, energy and professionalism have made her a trusted partner. She is responsible for client files and for providing top-notch service to a growing clientele. 

Ms. Gareau has extensive experience in the customer service field, especially with the Mouvement Desjardins. She joined the Team in 2011.

Her role is to provide administrative support to the team. She shows a quick grasp of clients' requests and concerns and can respond or direct them promptly to the people concerned.

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.

Catherine has a bachelor of business administration in finance from Université de Sherbrooke, a certificate in financial planning from Université du Québec à Montréal and a diploma from the Institute of Financial Planning. A dedicated, enthusiastic professional and active listener, she excels at complex financial planning for entrepreneurs. Her mission is to offer made-to-measure solutions that make members' and clients' lives easier and help them achieve their financial goals.

Catherine Beauchamp is a notary and is currently a team leader and senior estate planning advisor at Desjardins Wealth Management. In addition to her law degree, Ms. Beauchamp also holds a master's degree in taxation from Université de Sherbrooke and will complete the STEP Canada program in early 2024 to become a obtain the TEP designation. She has a certificate in psychology as well as a graduate diploma in the prevention and resolution of disputes. She is thus mindful of the range of family dynamics and ensures that the risk of family conflicts is minimized when planning an estate. She's passionate about making information accessible and sharing her knowledge. She also serves as a lecturer in the graduate program at Université du Québec à Montréal and in the master's program in notarial law at Université de Sherbrooke.

Sonia has over 27 years of experience in the financial industry, including several years as a partner in her own financial services firm, creating and developing a high-quality brokerage services. Sonia has been with Desjardins since 2013 and continues her mission of implementing financial strategies aimed at protecting and maximizing the wealth of her clients. Serving clients stand out from her listening skills, expertise and disciplined approach, providing tailored solutions that address their needs and concerns. Sonia leverages her skills, professionalism, professionalism and authenticity to put client first in her recommendations. 

Mathieu has a master's degree in taxation and has been working as a tax specialist since 2016. This was a new chapter in his career, as in 2015 he began studying to specialize in this field following a 7-year stint with Desjardins as a financial planner. Prior to working at Desjardins, he worked in life and health insurance.

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. Since moving to the financial services industry, Mathieu has been assisting a wide range of members who are preparing for retirement or are retired.