Maxime Simoneau, M. Sc., CFA

Mélanie Bonnette has more than 20 years' experience in financial services and wealth management. She has received numerous distinctions and awards for the quality of her services and advice to clients.

With a bachelor's in business administration from HEC Montréal and a certificate in financial planning, she conducts financial analyses based on each client's particular situation. Her extensive experience in the field enables her to help her clients achieve their financial goals.

With a certificate in financial planning from Université du Québec à Montréal, Sébastien Bonnette has over 20 years' experience in the financial services industry.

His expertise has enabled him to forge ties with numerous experts in the field over the years. The entire team benefits from the combined knowledge of this well-established network. The goal is to provide advice and strategies that meet our clients' needs.

Karine Lévesque has more than 20 years of solid expertise in financial advisory services.

She holds a master's degree in Accounting Science and the Chartered Professional Accountant (CPA, CA) as well as Canadian Institute of Chartered Business Valuators (CBV) and Chartered Investment Manager (CIM) designations.

The knowledge and expertise she gained working with business owners enables her to offer our clients a wide range of business, financial and tax-saving strategies.

Geneviève Lamoureux has more than 20 years' experience in financial services, including work for major Quebec brokerage firms, and has earned the investment advisor designation.

She is responsible for customer service and client relations. She is attentive and meticulous in her work.

When Cédrick joined our team in 2022, he already had experience as a financial analyst in a consulting firm. He has a bachelor’s as well as a master’s degree in finance from the Université de Sherbrooke. Passionate about stock markets and finance, he successfully completed all 3 certification exams to become a Chartered Financial Analyst (CFA), a world-renowned credential.

As a portfolio management specialist, Cédrick excels at selecting solutions that are tailored to our clients' profiles and goals. He looks after the full range of our clients' wealth management needs. In the years to come, he's determined to stay abreast of the ongoing changes in the financial markets so he can keep offering cutting-edge investment strategies.

Elaine Maltais has a bachelor's degree in finance from Université de Sherbrooke and is a graduate of Institut québécois de planification financière.

She gained experience at a number of financial institutions and has been with Desjardins Group for over 20 years. She has worked as business advisor, financial planner and personal finance advisor.

Julie Fontaine started her career in the financial industry over 20 years ago. Her main duties involve providing administrative support and customer service.

Her commitment to continuous improvement contributes significantly to our clients' satisfaction.

Sylvie Gendron has worked in the financial services industry since 1997 and is currently the team's investment assistant.

With her strong skillset, dynamic personality and professional attitude, she provides clients with personal and efficient service.