Pierre Laflamme, CPA, CA, C. Adm

Wealth Manager

T 418-659-8502

Languages: French, English, Italian

Biography

Holding a bachelor’s degree in business administration with a finance major from Université Laval, Mr. Laflamme has more than 19 years’ experience as a financial advisor and is also a CPA. In addition, he has 10 years’ experience in private practice, in professional and corporate settings.

Mission

Becoming our clients’ partner in helping them fulfil their personal financial goals or the financial goals of their businesses at every stage of their lives.

Investment Philosophy

Each client is unique. Advising is a passion, and transparency is a duty. Portfolios are always managed on a customized basis, from beginning to end. Informing and “educating” clients is part of my mission. Ask all the questions you want: it will be a pleasure for me to respond.

What sets us apart

In-depth analysis of the products suggested
Products that truly fit your needs
Customized services
Human approach
Fulfilling your financial goals
Aiming to maximize performance
Particular attention to protecting capital
Taking account of tax effects

Values

Ethics
Transparency
Social commitment

Biographies of my colleagues

Karine Villeneuve, BBA, F. Pl

Wealth Management Associate

Languages: French, English

Ms. Villeneuve has worked in the securities field since 1996. She holds a bachelor’s degree in finance from Université Laval and has held the title of financial planner since 1999.

She plays a fundamental role on the team in ensuring the quality and efficiency of client service and rigorous monitoring of administrative files.
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.
Audréanne Leblanc,

Financial Planner

Languages: French

Collaborator | Desjardins Trust Inc.

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.
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.
Jeffrey Morrow,

Financial Security Advisor

Languages: French

Jeffrey has a bachelor's degree in accounting and an MBA in financial planning. He's been a financial security advisor with a major Canadian insurer for more than seven years. His clients appreciate being clear in their explanations and following up. Jeffrey is very thorough when it comes to optimizing a strategy. He's well versed in tax matters.
Équipe de conseillers principaux en fiscalité,

Languages:

Collaborators | Wealth Management

Jérôme Dostie-Bourgault

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.

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.