T 418-693-0207 ext. 5072005
Languages: French, English
Ms. Tremblay has 17 years’ experience in financial services. She joined the Mouvement Desjardins in 1997, more specifically in the business field. She has developed extensive knowledge of businesspeople’s specific needs as regards to both credit and specialized savings.
On the team, she is in charge of business development and relations with customers and community partners, financial planningFootnote 1 with a specialty in heads of businesses (company transfers and maximization of cash from operations for operating companies), and in the organization and continuous improvement of service delivery processes.
Building a long-term relationship based on respect, trust and professionalism to provide you with outstanding wealth management and structured guidance to fit your financial position.
Whether you are at the stage of building wealth, consolidating it, converting it to income or transferring ownership, we can help you make the right decisions.
We have developed an action plan to:
Our client promise
First-rate financial service and a team of dedicated experts to offer you a value-added experience with complete management of your financial affairs in keeping with your expectations.
Our partnership with our clients
Our team members have extensive experience and complementarity that will make us an objective ally with regard to your investment decisions.
In addition, we have a solid partnership with the Mouvement Desjardins, Canada’s biggest financial cooperative. With $212 billion in assets under managementFootnote 1, this financial institution has the ability to provide you with all the products and services required to meet your wealth management needs.
In our view, working with you means building a solid partnership. We therefore advocate:
T 418-693-0207 ext. 5072029
Martin has over 20 years of financial services experience with Desjardins, where he has been a financial planner, an asset management manager and a wealth management manager. He joined the Desjardins Securities team in 2014, and is known for his tax and investment planning expertise with individuals and business owners.
Responsible for business development, relations with clients and local partners and continuous improvement in service delivery; very involved in the business community.
T 418-480-2760 ext. 5072026
Mr. Lavoie has completed the Canadian Securities Course and was the owner of a retail businesses before joining Desjardins Securities. He seeks an affluent local clientele consisting in particular of businesspeople.
T 418-693-0207 ext. 5072020
Mr. Menier holds a certificate in accounting and has experience as a trader. He supports team members in follow-ups with clients.
T 418-693-0207 ext. 5072006
Cindy Lalancette has certificates in business administration and financial planning from the Université du Québec. She’s also a member of the Institut québécois de planification financière and has been working in the finance industry for over 20 years.
On our team, her responsibilities include financial planning, business development, and client and industry relations.