Portfolio Manager, Senior Wealth Manager
T 418-721-2668
Languages: French
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.
A DEDICATED TEAM AT YOUR SERVICE
We are a team of specialists from different and complementary backgrounds who are committed to working together to help you achieve your goals. We never stop striving to surpass ourselves, and our results show it.
We hold our clients and partners in the highest esteem. We have a vast business network—and because our clients put their trust in us, it’s growing. Our assets under management currently surpassed $1.2 billion.
We are the Ouellet Bolduc Group. We’re determined to meet your needs.
Since wealth management is a tremendous responsibility, our mission is to understand our clients clearly so that we can build long-term relationships with them, based on respect and trust.
In this way, we aim to become your primary investment advisor and help you achieve full peace of mind in investment matters.
When investing, we put the security of capital first and foremost. In our view, the risk faced by an investor involves losing money rather than being beaten by an index, especially in the short term. Asset allocation, whether strategic, tactical, geographic or sectoral, is what the solidity of our recommendations is based on.
We feel it’s very important to share our expertise with our clients. We make sure you really understand the areas that matter, including risk management, the state of financial markets and changes within your portfolio.
Portfolio Manager, Senior Wealth Manager
T 418-721-2668
Languages: French
Investment Advisor
T 418-721-2668
Languages: French
Investment Advisor
T 418-721-2668
Languages: French
Investment Advisor
T 418-629-4499
Languages: French
Associate Wealth Management Advisor
T 418-721-2668
Languages: French
Associate Wealth Management Advisor
T 418-629-3815
Languages: French
Associate Wealth Management Advisor
T 418-721-2668
Languages: Portuguese, French, English
Associate Wealth Management Advisor
T 418-721-2668
Languages: French
Associate Wealth Management Advisor
T 418-721-2668
Languages: French, English
Associate Wealth Management Advisor
T 418-721-2668
Languages: French, English
Associate Wealth Management Advisor
T 418-721-2668
Languages: French
Associate Wealth Management Advisor
T 418-721-2668
Languages: French
Associate Wealth Management Advisor
T 514-876-1441
Languages: French, English
Associate Wealth Management Advisor
T 514-876-1441
Languages: French, English
Assistant Wealth Management Advisor
T 418-721-2668
Languages: French, English
Wealth Management Associate
T 418-721-2668
Languages: French
Wealth Management Assistant
T 418-721-2668
Languages: French
Wealth Management Assistant
T 418-721-2668
Languages: French
Wealth Management Assistant
T 418-721-2668
Languages: French
Wealth Management Assistant
T 418-721-2668
Languages: French
Wealth Management Assistant
T 418-721-2668 ext. 5031425
Languages: French
Wealth Management Assistant
T 418-721-2668
Languages: French
Wealth Management Assistant
T 418-721-2668
Languages: French
Business Transfer Coach
Languages: French, English
Collaborator | Desjardins Securities Inc.
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.
Languages: French, English
Collaborators | 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.
Financial Security Advisor
Languages: French
Collaborators | Desjardins Securities Financial services inc.
Jeffrey has a bachelor's degree in accounting and an MBA in financial planning. He's been a financial security advisor with a major Canadian insurer for more than seven years. His clients appreciate being clear in their explanations and following up. Jeffrey is very thorough when it comes to optimizing a strategy. He's well versed in tax matters.
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.
100 Julien-Réhel street
3rd floor
Rimouski (Québec)
G5L 0G6
418-721-2668 Toll-free : 1-888-833-8133Fax : 418-721-5617
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