Nathalie Dupont, CIM^®

Mathieu joined Nathalie Dupont's team in 2022 as an associate wealth management advisor. He's been with Desjardins since 2019 and worked as a personal finance advisor in the caisse network before taking on his current role.

He has all the regulatory certifications to help serve our clients. He has completed the Canadian Securities Course (CSC^®), the Conduct and Practices Handbook Course (CPH) and the Wealth Management Essentials (WME^®).

As part of our team, Mathieu is in charge of completing transactions, supporting portfolio managers and providing advisory services to clients. Mathieu has excellent listening skills, which allows him to offer advice tailored to each person's needs.

Playing hockey and soccer has long been a big part of Mathieu's life. He also skis in the winter and golfs in the summer. In addition, he loves to seek out new adventures through travel.

Ms. Fleury has been employed by Desjardins Securities since 2002. She began her career in the financial sector in 1989 at the Banque Nationale de Paris (BNP Paribas) where she held various positions related to customer service. She now has more than 27 years of experience in the securities industry as a Wealth Management Associate. She completed the course on securities trading and is also a graduate in documentation technology and has a secretarial diploma.

Her sense of organization, her availability, the quality of her work and her thoroughness contribute to the excellence of the services offered to clients.

Our clients particularly appreciate her quick and personalized 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.

Vincent Sigouin-Marquis holds a bachelor's degree with a double major in applied economics and finance from HEC Montréal. He has held a number of roles within Desjardins. After completing his master's degree in taxation, he joined an accounting firm and refined his expertise by accepting tax consulting mandates and compliance projects. He's been working in the Financial Planning Services Department since 2022. He helps high-net-worth clients set up a clear plan that reflects their wishes and guides them towards their goals.

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.

CATHERINE BEAUCHAMP

Catherine Beauchamp is a notary and is currently a team leader and senior estate planning advisor at Desjardins Wealth Management.

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 | 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.