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Mario Pépin, BBA

Investment Advisor

T 450-671-6788

Languages:

Biography

  • Mario joined the Group in 2015 after a career in pharmaceuticals 
  • After being our client for more than 15 years, Mario decided to follow his passion for finance and now oversees business development in the Montreal area

Ouellet Bolduc Group Portfolio Managers accréditation excellence

Excellence Accreditation

Excellence accreditation attests that the investment advisor's services meet 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.

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. In 2015, our assets under management surpassed $600 million.

We are the Ouellet Bolduc Group. We’re determined to meet your needs.

Mission

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.

Investment Philosophy

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.

What sets us apart

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.

Values

  • Integrity
  • Sharing of knowledge
  • Attentivness
  • Prudence
  • Meeting expectations

Service Offer

  • Discretionary portfolio management, with 17 models, ranging from income portfolios to growth portfolios and including tax-advantaged models.
  • Analysis of your financial position and projection of retirement income.
  • Tax planning.
  • Guidance in your estate planning1.
  1. Through Desjardins Securities Financial Services or the Caisse network. Return to footnote 1 referrer

Biographies of my colleagues

  • Daniel Ouellet, BBA, CIM®

    Portfolio Manager, Investment Advisor

    T 418-721-2668

    Languages: French

    • Daniel has worked in the financial sector since 1998
    • As a financial markets expert, he brings his knowledge of the markets to asset allocation and investment strategies
  • Jonathan Bolduc, BBA, CIM®

    Portfolio Manager, Investment Advisor

    T 418-721-2668

    Languages: French

    Linkedin

    • Jonathan has worked in the securities sector since 2000; he also has two years in corporate finance
    • His vast network and business relationships with regional professionals serve him well in the area of business development
    • Jonathan also coordinates the team
  • Vincent Corriveau, BBA

    Investment Advisor

    T 418-721-2668

    Languages: French

    • Vincent has been with Desjardins Securities since the Rimouski office opened in 1997
    • Since 2011, Vincent has focused on business process optimization and client presentations
  • Dany Lepage, M. Sc.

    Investment Advisor

    T 418-759-5292

    Languages: French, English

    Linkedin

    • Dany has been with Desjardins Securities since 1997 and provides investment advice to clients in the Gaspé region
    • An economist by training, Dany was drawn to our team in 2015 for our structure and the quality of our management
  • Sébastien Paquet, DMD

    Investment Advisor

    T 418-650-6350

    Languages: French

    • After 20 years as a dentist, Sébastien joined our team in 2016 to do what he loves best and work with the markets
    • After 18 years as our client, he shares his expertise with his contacts in the Quebec City region
  • Jean-Sébastien Lavoie, M. Sc., BBA, F. Pl

    Associate Advisor

    T 418-721-2668

    Languages: French

    Linkedin

    • Jean-Sébastien is a Financial Planner who specializes in wealth management and has been with the team since February 2016.
    • A graduate of McGill and UQAR, he is currently working towards his master’s degree in management
  • Pierre-Yves Dionne, BBA, F. Pl

    Associate Advisor

    T 418-721-2668

    Languages: French

    • Pierre-Yves has been with our team since 2014 
    • He has a degree from UQAR
    • Pierre-Yves works in wealth management and oversees relations with our clients’ accountants and tax professionals
  • Rafael Tavares, MBA

    Associate Advisor

    T 418-721-2668

    Languages: French, English

    • Rafael joined the team in 2013
    • He puts his experience in securities to good use in his online portfolio management work
  • Francine Boulet, B.A.

    Advisor Assistant

    T 418-721-2668

    Languages: French, English

    • Francine has been with the team since 2012—the year in which we received our excellence accreditation 
    • As the customer service keystone, she greets clients, answers their questions and keeps our team organized 
  • Mélinda Rioux, B.Sc.

    Advisor Assistant

    T 418-721-2668

    Languages: French

    • Mélinda has been with the team since 2015
    • She examines our potential and current clients’ financial situations
    • Mélinda comes to us with a Bachelor’s degree in actuarial sciences from Université Laval
  • Julien Landry, BBA

    Advisor Assistant

    T 418-721-2668

    Languages: French

    • Working in finance at Desjardins since 2008
    • Bachelor’s degree in Business Administration, specializing in Financial Services, from the Université du Québec à Rimouski (Lévis campus)
    • Julien brings more than a decade of experience in wealth management to our team
  • Catherine Lord,

    Associate Advisor

    T 418-721-2668 ext. 5027232

    Languages: French

    • New addition to our team
    • With a graduate degree in financial planning and communications, Catherine brings over 8 years of Desjardins experience to our team
  • Marie-Pier Thibeault, BBA, F. Pl

    Advisor Assistant

    T 418-721-2668 ext. 5027220

    Languages: French

    • In the financial sector since 2011, Marie-Pier offers a quality service that goes beyond customer expectations
    • She works in collaboration with the Wealth Management team to propose long-term investment strategies by optimizing all aspects of financial planning

Location

Desjardins Securities at Place Ville Marie

1 Place Ville Marie
Suite 1970
Montréal (Québec) H3B 0E8

514-876-1441 Toll-free : 1-866-876-1441Fax : 514-876-1106

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