Martin Lavallée, CIM^®

Ève has been working at Desjardins since 2006 and joined the team in 2016. She is in charge of coordinating wealth management services.

Her role is to ensure that our clients have access to the various resources available for their retirement planning and insurance needs, and for their questions on tax and estate planning. She serves as liaison between our clients' needs and the various parties at Desjardins.

Her priorities are to provide exceptional service and ensure that clients are satisfied.

Félix-Antoine is a professional and dynamic individual who joined the team in January 2023 after graduating from Concordia University with a Bachelor of Business Administration, majoring in finance.

His role is to assist Martin in several areas, including portfolio analysis, meeting preparation and business development.

With experience in the financial industry dating back to 2014, Daphné is a certified financial planner (F.Pl.) and has a bachelor’s degree in finance, with a focus on financial planning. She has also completed the Canadian Securities Course (CSC) through the Canadian Securities Institute. Her day-to-day involves business development and providing personalized support to clients. Daphné is known for her ability to proactively meet financial needs by combining her expertise, rigour and strategic thinking.

Vanessa has been with Desjardins Group for more than 10 years and joined the team in 2022.

Her dynamism, professionalism and versatility make her a key asset to the team.

We're privileged to be able to rely on the solid administrative and operational skills that she brings to her job. Vanessa is committed to providing exceptional customer service.

Collaborator | Desjardins Securities Inc.

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.

Collaborator | Desjardins Trust Inc.

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.

Collaborators | Desjardins Securities Financial services inc.

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. 

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.

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.