Wealth Manager
T 819-797-5525
Languages: French, English
Mr Gagnon holds the Financial Planner designation from the Institut québécois de planification financière, and has a bachelor’s degree in business administration, with a finance major, from Université Laval. He has worked for Desjardins Group since 2004 and joined the Desjardins Securities team in 2007.
As a financial planner, he is the wealth management specialist for our team's advisors and all of our clients. He develops personalized plans for them that incorporate all the financial aspects of their lives while taking into account the investment strategies they have already implemented.
With a strategic action plan that is fully adapted to their profile, it is easier for our clients to closely monitor their wealth and make the right decisions at the right time.
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.
With discipline, integrity and professionalism, we stand alongside you in the pursuit of your financial goals. Our highly personalized approach takes account of every aspect of your current and future situation.
To build a solid, transparent business relationship so we can offer you discretionary management investment solutions that are adapted to your situation and wealth management solutions that meet your needs.
We believe that financial success rests on a strong management framework. Preserving your capital is our priority and that’s why our investment strategies rely upon basic long-term investment principles.
And since the economic environment has a critical impact on companies and their financial behaviour, we take what is called a “top-down” approach to security selection. We start by looking at the global economy and follow a logical sequence from there, continuing with geographic and sectoral allocation that leads naturally to the choice of the investments that will make up your portfolio.
We use a personalized approach to help you reach your financial goals.
We believe:
We support you for various wealth management needs, including:
Portfolio Manager, Senior Wealth Manager
T 819-797-5525
Languages: French, English
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.
Portfolio Manager, Senior Wealth Manager
T 819-797-5525
Languages: French, English
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.
Wealth Manager
T 819-629-2319
Languages: French, English
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.
Associate Wealth Management Advisor
T 819-797-5525
Languages: French, English
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
Assistant Wealth Management Advisor
T 819-629-2560
Languages: French, English
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.
Wealth Management Associate
T 819-629-2560
Languages: French
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.
Associate Wealth Management Advisor, Financial Planner
T 819-824-2266
Languages: French
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.
Wealth Management Assistant
T 819-797-5525
Languages: French
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.
Wealth Management Assistant
T 819-797-5525
Languages: French
Ms. Croteau holds a college diploma in animal production technology from the Institut de technologie agroalimentaire de Saint-Hyacinthe.
She has worked for Desjardins Group since 2020 and recently joined our team.
Her knowledge of the agri-food sector is a definite asset for our agricultural clientele. As Advisor Assistant, she is responsible for overseeing proper administrative management of client accounts and for monitoring operations. Always attentive, Rébecca responds to clients' needs in an efficient and considerate manner.
75 boulevard Québec
2nd floor
Rouyn-Noranda (Québec)
J9X 7A2
819-797-5525 Toll-free : 1-800-797-5525Fax : 819-762-3950
Route List of wealth managers
450 3e Avenue
Suite 201
Val-d'Or (Québec)
J9P 1S2
819-824-2266 Toll-free : 1-800-819-2266Fax : 819-824-5427
Route List of wealth managers