Nicolas Fortier, CIWM, B.Sc., CIM^®

Mr. Migneault, the holder of a bachelor’s degree in political science with a major in international relations from the Université du Québec à Montréal, has taken the Canadian Securities Course as well as the Canadian Securities Institute courses in derivatives and investment management techniques.

He has worked for Desjardins Securities since April 1999 and holds the position of investment advisor.

Alexa-Ingrid Migneault-Romero has been in charge of administrative tasks on the Fortier Migneault Team since 2017, offering exceptional customer service and ensuring effective liaison between investment advisors and clients. She's in the process of completing the Canadian Securities Course to develop her wealth management expertise.

Richard is a dynamic, dedicated and driven member of the Fortier Migneault team. He has 6 years of investment experience, including 2 working in securities at a bank. His ongoing pursuit of growth opportunities and new challenges led him to earn a Chartered Investment Manager (CIM^®) designation from the Canadian Securities Institute in 2023. Richard also has an options licence.

His role on the team consists of supporting both wealth managers in developing investment strategies and assisting Alexa-Ingrid Migneault-Romero with her administrative tasks. Richard favours a methodical and analytical approach to managing his clients' wealth and ensuring that requests are properly carried out by his team within the required timelines.

Outside of work, Richard is a passionate cook—to the delight of his family and friends. When he's not at the stove, he's planning his next trip, swimming, hiking around Quebec or doing CrossFit. He also participates in YCPA (Young Chinese Professionals Association) activities to network within his business community.

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.