Mathieu Gagnon, BBA, F. Pl

A member of the Desjardins Securities team since 2001, Mr. Gingras has completed the Canadian Securities Course and holds a bachelor's degree in accounting from the Université du Québec en Abitibi-Témiscamingue (UQAT). He owns the Chartered Investment Manager designation since 2012.

Specializing in investment strategy development, he relies in particular on appropriate asset allocation and diversification to take account of each client's specific needs. In addition to his in-depth investment knowledge, he is keen on keeping up-to-date on financial news, giving him a comprehensive view of your situation and offering full care of your financial wealth.

At Desjardins Securities since 2002, Mr. Barrette holds the prestigious title of portfolio manager. After completing his bachelor’s degree in commerce at Concordia University, Mr. Barrette continued his studies at the Université de Clermont-Ferrand in France, where he earned his master’s degree in economics. He completed his university education in 2005 with an MBA from the Université du Québec en Abitibi-Témiscamingue.

His professional career has led him to specialize in implementing investment strategies based on concepts of asset diversification and allocation.

With a comprehensive vision of economic scenarios, Mr. Barrette proposes adapted investment solutions and offers support throughout the various investment phases.

He ensures that clients have access to all the services the team offers by organizing a personalized meeting cycle, and monitors the clients' wealth management plan.

After working for three years in the Desjardins Caisse network as an advisor specializing in savings, Ms. Boucher joined the Desjardins Securities team in 2007.

A graduate in accounting at the Université du Québec en Abitibi-Témiscaminque, she has also taken the Canadian Securities Course. Her command of English and her technical knowledge ensure professional service to a growing clientele. Within the team, she is in charge of supporting business development efforts and guiding clients on their path to retirement. In addition to her other skills, her strong aptitudes in interpersonal relations make her a highly appreciated investment advisor among our clientele.

David Charette joined the Gingras-Boucher-Barrette Group in June 2024 but has been in the finance industry since 1994. He holds the CFA® designation and holds an MBA from HEC Montréal. What’s more, he has many years of experience in corporate finance. With a specialization in portfolio management and securities analysis, he uses his expertise to offer our clients an outstanding service.

Mr. Dessureault holds a bachelor's degree in business administration, with a major in marketing, from the Université du Québec en Abitibi-Témiscamingue, and he completed the Canadian Securities Course and the Wealth Management Essentials course. He has been employed by Desjardins Securities since 2017.

Mr. Dessureault has more than 20 years of experience in customer service. Drawing on his entrepreneurial and financial services experience, he uses his skills to develop a personalized strategy for our clients

Ms. Plante holds a certificate in human resources management from the Université du Québec en Abitibi-Témiscamingue. She also completed the Canadian Securities Course and the Conduct and Practices Handbook Course. She has been with the Gingras-Boucher-Barrette Group since 2018.

She is responsible for overseeing proper administrative management of client accounts and for monitoring operations. Dedicated, diligent and methodical, Ms. Plante listens attentively to ensure optimal management and follow-up.

Ms. Boudreault-Bernard holds a bachelor's degree in administration with a concentration in finance and a certificate in financial planning from the Université du Québec en Abitibi-Témiscamingue. She also completed the Canadian Securities Course. Throughout her education, she stood out and was the recipient of numerous scholarships for excellence in administration, including the Hélène and Jean-Louis Tassé scholarship.

With Desjardins Securities for more than 10 years, Ms. Boudreault-Bernard has a wealth of technical skills that, along with her diligence and professionalism, make her a valuable asset to the team.

Simon joined the team in 2021 and has nearly 10 years of experience as a financial planner at Desjardins. He has a bachelor of business administration from UQAM and has completed several Canadian Securities Institute (CSI) courses. He is also a member of the Institute of Financial Planning (IPF) and is fully licensed to provide full-service brokerage services.

In his current role, he provides financial planning, retirement analysis, payout plans and tax optimization for mass-affluent and high-net-worth clients. He is highly regarded for his people-focused and approachable approach, and he is very skilled at explaining complex topics to clients.

Ms. Vallières completed the Canadian Securities Course and has been with Desjardins Securities for over seven years.

Available and efficient, she uses her strong communication skills with our clients. She is responsible for supporting advisors in their daily activities by following up on operations. Her technical expertise allows her to provide impeccable customer service.

With more than 10 years of experience working in a caisse, Geneviève joined Desjardins Securities in 2022. She holds a certificate in administration from Université du Québec en Abitibi-Témiscamingue (UQAT) and is involved in operations and marketing on the team.

Her 20 years of customer service experience have allowed her to develop a strong sense of initiative and attention to detail in each of her files. 

With Desjardins Securities for more than 20 years, Myriane's solid experience in financial services, her dynamism and her dedication make her a valuable asset to our team.

Regardless of the circumstances, Myriane responds to our clients' requests swiftly and enthusiastically. She offers personalized support to our clients with the utmost professionalism.

She is responsible for following up on client files and operations and for ensuring that our growing clientele receives outstanding service.

Katia joined Desjardins Securities in 2021 after working for several years as a manager in a medical clinic. She has completed the Canadian Securities Course (CSC®) and a college diploma in small business management from Canadore College in Ontario. She is dedicated, caring and attentive, and she prioritizes the well-being of clients.

Véronique has been working in the finance industry for more than 10 years. She joined Desjardins Securities in 2021. Dedicated and conscientious, she is committed to a job well done and to providing exceptional service to all our clients.

Pierre Ouellette recently joined the Gingras-Boucher-Barrette Group to serve the Toronto and southern Ontario markets. He has held a number of senior positions at various organizations. He was rector of the Université de l’Ontario français in Toronto and at the Université de Hearst, and a director for Radio-Canada in Ontario. He’s also an entrepreneur, having launched 2 newspapers. Some of his most valuable professional assets are his ability to build trust and his strategic vision, which have enabled him to build and transform large-scale organizations.

Marie-Soleil Quesnel joined our team more than 6 months ago and has been working in finance for more than 3 years. She’s currently completing her bachelor’s degree in business administration, with a focus on financial planning. She’s also taking the Canadian Securities Course.

Ms. Quesnel loves numbers and finance. She’s known for her great attention to detail.