Guillaume Tessier, M. Sc., BBA, F. Pl

Mr. Bergeron has more than 20 years of experience in the financial field. After completing an MBA in finance at Laval University, he worked in life and health insurance, business financing, equity trading and as an investment advisor. He is also a Certified Investment Manager.

Mr. Ricard holds a bachelor's degree in industrial relations from Laval University and the title of financial planner. He has more than ten years of experience in finance. At Desjardins Securities since 2023, he previously worked as a financial planner for a major Canadian bank.

Professional and dynamic, Ms. Hubert has been with Desjardins since 2002. She supports investment advisors in their administrative duties with rigor and thoroughness. She is also recognized by clients for her empathic approach and efficiency.

I've been working at Desjardins for more than 10 years. I'm in charge of following up with our clients and managing operations. I provide personalized, professional support to our clients.

Alain has more than 15 years of experience supporting entrepreneurs. He has helped establish dozens of cooperatives in different regions across Quebec and used his expertise to serve more than 500 entrepreneurs in the process of transferring their business.

He works with all types of transfers—family, internal, external and collective—relating to businesses of all sizes and in a wide range of business sectors.

He's known for his analytical skills and his ability to synthesize, and he is passionate about business development and the work of entrepreneurs. A relationship of trust is at the heart of all of his projects.

Hany Malek has a master's degree in management from the Institut Supérieur Européen de Gestion in Strasbourg (2003) and has graduated from the Institut québecois de planification financière (IQPF). He's been working in the financial industry for 20 years, including nearly 18 years as a financial planner in wealth management. He uses a rigorous and high-quality approach to help clients reach 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.

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.

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.