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Patrick Laforce, BBA, F. Pl

Senior Wealth Manager

T 819-693-0111

Linkedin Profil

Languages: French

Biography

The holder of a bachelor’s degree in business administration, finance major, from the Université du Québec à Trois-Rivières (UQTR), Mr. Laforce earned his title as a financial planner in February 2000. He worked in the Desjardins Caisse network from 1997 to 2012, including 12 years as a financial planner.

His skill areas include extensive knowledge of financial markets and financial planning1, vital for establishing customized financial and retirement planning programs.

  1. Through Desjardins Securities Financial Services or the Caisse network. Return to footnote 1 referrer

Normandin Laforce Team accréditation excellence

Excellence Accreditation

Excellence accreditation attests that the wealth manager's practice meets the highest standards of quality in order to offer you an unparalleled experience in meeting your financial needs. This distinction is awarded exclusively to Desjardins Securities wealth managers who participate in a continuous development and improvement program.

The Normandin Laforce Mongrain Team is a group of investment advisors whose goal is to guide a clientele of businesspeople, professionals and affluent investors in the customized management of their wealth with a comprehensive approach.

Our expertise in investment management, finance, taxation and financial planning enables us to advise our clients proactively.

Mission

Our mission is to steer a course for our clients in the management of their financial wealth through a comprehensive structured approach that is tax-efficient and accessible.

Investment Philosophy

Building customized portfolios in a highly structured manner based on sound asset diversification, investing in securities that offer high value. Tax efficiency is always sought.

What sets us apart

We provide our clients with active management of their wealth, using a unique portfolio diversification structure based on a proven investment philosophy.

Values

Our values are: skill, trust, rigour, accessibility and transparency.

Service Offer

Investment management, financial and retirement projections, support from experts for life and health insurance services.

Individual Pension Plans (IPPs) for businesspeople.

Biographies of my colleagues

  • Roger Normandin, FCSI®, CIM®, F. Pl

    Senior Wealth Manager

    T 819-693-8256

    Languages: French

    Linkedin

    Roger has been a Fellow of CSI (FCSI®)—the highest honour in Canadian financial services—since 2003. He's also a Chartered Investment Manager (CIM®) and financial planner (F.Pl.). He has been with Desjardins since March 2000.

    He's an expert in financial markets and takes care of customer service, primarily from the business community.

    Roger sits on the fundraising committee for the Richard-Morin Foundation, an organization dedicated to supporting young Peruvians wishing to pursue technical studies, so that they can access professional opportunities in Peru or Canada and break the cycle of poverty.

  • Alex Mongrain, BBA, F. Pl

    Wealth Manager

    T 819-379-7878

    Languages: French, English

    Linkedin

    Mr. Mongrain has a bachelor's degree in accounting from Université du Québec à Trois-Rivières, and has been working with Desjardins Group since 2015. He completed the financial planner training with the Institut québécois de planification financière (IQPF) in 2017, which has given him the skills and expertise to help clients with their financial planning.

    He is renowned for his commitment, his rigor and his proactivity.

    His role on the team is to provide his clients with the care and attention they deserve.

  • Mathieu Deschênes Lafrenière, BBA

    Wealth Manager

    T 819-693-6405

    Languages: French

    Linkedin

    Mathieu specialized in finance at Université du Québec à Trois-Rivières. He has over 13 years of experience providing financial and advisory services to individuals, professionals and entrepreneurs.

    To keep up with industry developments, Mathieu takes part in continuous training and has completed numerous securities courses. His in-depth knowledge and comprehensive understanding of the markets are an asset to clients looking for a personalized investment strategy.

    He's known for demystifying financial concepts and providing clients with clear, simple and quality information.

    On our team, he's responsible for helping clients with their financial goals and ensuring regular follow-ups.

  • Marc-Antoine Côté, CFA

    Wealth Manager

    T 819-693-6660

    Languages: French, English

    Linkedin

    Marc-Antoine has a Bachelor of Business Administration in Finance from Université de Sherbrooke and joined the Normandin Laforce Mongrain Team in 2023.

    After graduating from university, he was hired by Jarislowsky Fraser as a wealth assistant, where he gained solid portfolio management experience.

    Marc-Antoine is also a Chartered Financial Analyst (CFA). This prestigious, internationally-recognized designation demonstrates his in-depth investment analysis and portfolio management skills.

    He has strong interpersonal skills and enjoys helping those around him, and will doubtless be able to offer our clients personalized support to help them achieve their financial goals.
  • Dwayne Grenier,

    Assistant Wealth Management Advisor

    T 819-693-3750 ext. 5052032

    Languages: French, English

    Dwayne Grenier has been in the financial services industry since 2015. Known for his enthusiasm and impeccable service delivery, Dwayne supports investment advisors with administrative tasks related to customer service and operations management.

  • Caroline Bourassa,

    Wealth Management Associate

    T 819-693-1445

    Languages: French

    Ms. Bourassa studied business administration with a specialty in finance. She has been with Desjardins Group since 2003. Caroline helps Investment Advisors with their administrative tasks related to client account management. She is known for her proactive, take-charge attitude and rigorous follow-up. She works in close collaboration with the Advisors.

  • Andréanne Plante, BBA, F. Pl

    Wealth Management Associate

    T 819-693-5796

    Languages: French

    Ms. Plante has a bachelor's degree in business administration with a focus on finance from the Université du Québec à Trois-Rivières. She's also a graduate of the Institut québécois de planification financière.

    She works closely with the team's investment advisors and is known for her meticulous and professional approach to her work.

  • Alain Saint-Jacques, M. Sc.

    Business Transfer Coach

    Languages: French, English

    Collaborator | Desjardins Securities Inc.

    Alain has more than 15 years of experience supporting entrepreneurs. He has helped establish dozens of cooperatives in different regions across Quebec and used his expertise to serve more than 500 entrepreneurs in the process of transferring their business.

    He works with all types of transfers—family, internal, external and collective—relating to businesses of all sizes and in a wide range of business sectors.

    He's known for his analytical skills and his ability to synthesize, and he is passionate about business development and the work of entrepreneurs. A relationship of trust is at the heart of all of his projects.

  • Hany Malek, BBA, F. Pl

    Financial Planner

    Languages: French, English

    Collaborator | Desjardins Trust Inc.

    Hany Malek has a master's degree in management from the Institut Supérieur Européen de Gestion in Strasbourg (2003) and has graduated from the Institut québecois de planification financière (IQPF). He's been working in the financial industry for 20 years, including nearly 18 years as a financial planner in wealth management. He uses a rigorous and high-quality approach to help clients reach their financial goals.

  • Claude Desautels, R.L.U., F. Pl

    Financial Security Advisor

    Languages: French, English

    Collaborators | Desjardins Securities Financial services inc.

    Claude has over 30 years of experience in the financial services industry, including several years with Desjardins Securities Financial Services. He holds a degree from HEC Montréal in business management and Université Laval in financial planning. As a financial security advisor, he's also a certified financial planner and life and health insurer. Early on, he focused his professional practice on identifying the financial needs of high-net-worth clients and mastering the tools to solve estate problems. 

  • 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 Trois-Rivières

1500, Royale Street
Suite 450
Trois-Rivières (Québec) G9A 6E6

819-693-3750 Toll-free : 1-888-316-3750Fax : 819-693-2666

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