Michaël Filion, BBA, CIM^®, F. Pl

• Chartered Investment Manager designation from the Canadian Securities Institute (CIM®)
• Bachelor’s degree in finance from Université Laval
• Certificate in marketing from Champlain College (Vermont)
• With Desjardins Securities since 2000
• Expertise: fixed-income securities and North American equities

François is analytical, level-headed and thoughtful, and an inspiration to the team. He puts together the general guidelines for managing North American investments, which are his area of expertise.

• Chartered Investment Manager designation from the Canadian Securities Institute (CIM®)
• Bachelor’s degree in business administration from Université Laval
• Financial planner (F. Pl.)
• More than 24 years of industry experience
• Expertise: investment strategy and wealth management; sits on the team’s investment committee
• He’s a regular contributor to the “Train de vie” column in lapresse.ca

David is composed, approachable and responsive. He’s good at identifying our clients’ main challenges and understanding their specific wealth management needs, so he can develop strategies to meet those needs.

• Chartered Investment Manager designation from the Canadian Securities Institute (CIM®)
• Bachelor’s degree in business administration from Université Laval
• Courses on securities and investment management techniques from CSI
• Joined Desjardins Securities over 15 years ago
• Expertise: investment strategies and follow up with customers

Vincent is pragmatic and energetic and committed to our clients’ well-being. He sits on the team’s investment committee and helps manage portfolios. He works closely with our clients and makes sure investment strategies are implemented.

• Certificate in business administration from Université Laval
• Certificate in financial planning from IQFP
• Over 25 years of experience in the financial industry
• Worked in the Desjardins caisse network for many years and knows it well
• Expertise: processes and coordinating operations

 Catherine is meticulous and has great organizational skills, both assets in her work coordinating operations and making sure internal processes are followed. She’s also responsible for the Excellence Program standards.

• More than 34 years of experience in the financial sector
• More than 13 years in the Desjardins caisse network
• More than 21 years with Desjardins Securities

Andrée is a proactive assistant who supports investment advisors in their work and diligently follows up with clients.

• Over 10 years of experience with Desjardins Group
• Joined the team in January 2018
• Expertise: customer serviceManon is efficient.

She supports investment advisors in their work and diligently follows up with clients.

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.

Audréanne Leblanc has a bachelor's degree in financial services from Université Laval and a master's degree in tax law from HEC Montréal. She has 10 years of experience in the financial industry. Before joining Desjardins as a financial planner, she worked as a tax advisor in an accounting firm in addition to working with various institutions that operate in the fields of financial planning and taxation.

Geneviève Forest is a notary and serves as a senior estate planning advisor at Desjardins Wealth Management. Before becoming a notary, she earned a bachelor's degree and post-graduate diploma in preschool and elementary education. This educational background enables her to explain complex subject matter like estate planning in terms that are easy to understand. After finishing her studies to become a notary, she completed the STEP Canada program, earning her TEP designation in 2020. She also completed a master's degree in taxation from Université de Sherbrooke, further expanding the broad range of her knowledge. Passionate about teaching, she will soon begin teaching as part of the paralegal technology program at Collège Ahuntsic.

Réal joined the Desjardins Insurance team in 2003. He specializes in life and health insurance for Desjardins's mass-affluent members. Thanks to his personalized approach, he's made his mark more than 15 times as one of Quebec's top-performing financial security advisors. A businessman at heart, Réal understands the reality of entrepreneurs in the commercial, real estate and agricultural sectors. He's also a manager in sales and clients service, and he's firmly focused on reaching his clients' goals.

A lawyer by trade for over 10 years with a master's degree in taxation, 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. Jérôme offers support to members and clients who relocate to or leave Canada as part of a temporary or permanent secondment, who want to transfer their pension funds to Canada or who have assets abroad that must be considered for specific tax reasons.