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Nathalie Dupont, CIM®

Portfolio Manager, Senior Wealth Manager

T 514-281-4239

Linkedin Profil

Languages: French

Biography

Ms. Dupont has been with Desjardins Securities since its very beginning and has more than 30 years of experience in the financial field. She is an Senior Wealth Manager and holds the title of Certified Investment Manager (CIM®). She has an extensive expertise, strong market analysis skills and an excellent knowledge of all the aspects of wealth management.

Ms. Dupont stands out for her personalized approach and her ability to clearly identify the needs and objectives of her clientele. In addition to her devotion towards providing tailored, personalized services, responding effectively and quickly to the needs of her clients is a priority for her.

Nathalie Dupont Team

Nathalie Dupont Team

Mission

Our team is dedicated to providing professional management and a high level of global financial management services to all our clients, and to accompany them through all the important stages of their lives, all within an environment of trust and integrity.

Investment Philosophy

The respect, at all times, of proven investment principles combined with effective risk management.

 

The application of conservative investment principles allows for the construction of efficient and resilient portfolios in all market conditions.

What sets us apart

We strive to build a strong and lasting relationship with our customers by making their satisfaction a priority.

Values

- Supervision and accompaniment

- Listening and transparency

- Rigor and competence

- Ethics and integrity

Service Offer

Team Nathalie Dupont offers, among other things, the following professional services:

- Analysis and development of investment strategies according to the client's objectives;

- Preparation and presentation of a personalized investment plan, taking into account the tax impact;

- Development and presentation of personal retirement income projections.

Biographies of my colleagues

  • Mathieu Bonin, BBA

    Assistant Wealth Management Advisor

    T 514-985-0573

    Languages: French, English

    Linkedin

    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.

  • Julie Fleury,

    Wealth Management Associate

    T 514-281-7716

    Languages: French

    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.

  • Alain Chevalier, MBA, F. Pl

    Business Transfer Coach

    Languages: French, English

    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.

  • Vincent Sigouin-Marquis,

    Financial Planner

    Languages: French

    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.

  • Équipe de notaires,

    Languages: French, English

    Collaborators | Desjardins Wealth Management

    ANNE-MARIE FOURNIER

    Anne-Marie Fournier is a financial planner and notary. She currently serves as a senior estate planning advisor at 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.

  • Sonia Jolette,

    Financial Security Advisor

    Languages: French, English

    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. 

  • Équipe de conseillers principaux en fiscalité,

    Languages: French, English

    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.

Location

Desjardins Securities at Montréal - Le Windsor

1170, Peel Street
Suite 300
Montréal (Québec) H3B 0A9

514-985-7585 Toll-free : 1-866-985-7585Fax : 514-281-4255

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