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Raphaël Biron-Ouellet, BBA

Wealth Manager

T 418-692-3867

Linkedin Profil

Languages: French, English

Biography

Raphaël has a bachelor's degree in business administration, with a specialization in finance, from Université Laval. He's completed the Canadian Securities Course, the Conduct and Practices Handbook Course and the Wealth Management Essentials Course from the Canadian Securities Institute.

Raphaël has been with Desjardins Securities since 2017 and has recently joined the Charest Turcotte Group, where he's excited to put his skills to work for our clients.

With a deep interest in financial markets, Raphaël contributes to portfolio management by conducting research and analysis on different securities. He's also responsible for following up with clients.

Charest Turcotte Poulin Group

A Passionate Team

We’re a team of investment advisors who are passionate about the stock market and have proven expertise in the financial industry. We’re committed to offering unparalleled advisory services and putting people first. We treat our clients how we want to be treated—with respect and integrity.

Mission

We’re committed to offering you an investment experience that maximizes results. We use a distinct and unique approach based on proper advice and a targeted service offer, so we’re able to recommend the best solutions to help you achieve your life goals.

What sets us apart

A different financial services experience

We prioritize meeting your needs and are committed to serving you better. We want to play a key role in your financial success. To do this, we focus on building personalized relationship with our clients.

Values

Our values form the basis of the Charest Turcotte Group. We’re committed to you no matter what happens in the financial markets.

Transparency: We demonstrate integrity in our everyday activities.

Commitment: We support our clients with passion and enthusiasm.

Professionalism: We’re thorough and use our expertise to serve our clients.

Attentiveness: We listen to you and pay special attention to what you have to say.

Service Offer

  • Wealth management: active portfolio management
  • Investment advisory services: unique stock selection offer
  • Financial and retirement planning
  • Tax strategies
  • Customized communication plan
  • Competitive rates
  • Availability and mobility

Biographies of my colleagues

  • Steven Charest, CIM®

    Portfolio Manager, Senior Wealth Manager

    T 418-833-8599

    Languages: French, English

    With a passion for investment going back more than 15 years, Mr. Charest has worked at Desjardins Securities since 2010.

    He is always on the outlook for well managed companies that can help clients' capital grow with reasonable risk. He specializes in small-cap and large-cap U.S. and Canadian equities.

    His client base consists of entrepreneurs, professionals and retirees who show an interest in financial markets without necessarily having the time and knowledge to optimize the management of their wealth.

  • David Turcotte, B.Sc., CIM®

    Portfolio Manager, Wealth Manager

    T 418-833-3401

    Languages: French, English

    Linkedin

    David Turcotte has a bachelor’s degree in applied sciences from Université Laval. He has been passionate about the financial markets and tax strategies for more than 20 years.

    When David selects stocks for his clients, he draws on the approach used by individuals who have excelled at stock selection, and on the investment philosophies of Warren Buffett and Peter Lynch.

    David specializes in the technology industry and has excellent knowledge and understanding about this ever-changing sector. He is able to explain things using simple language to help his clients build a diversified portfolio with peace of mind.

  • Gabriel Simard, Eng.

    Associate Wealth Management Advisor

    T 418-692-3668 ext. 5112081

    Languages: French

    Gabriel has a bachelor's degree in civil engineering from Université Laval. He has successfully completed the Canadian Securities Institute training required to become an associate wealth management advisor on our team.

    Gabriel is passionate about the financial sector and works with portfolio managers to optimize strategies to help our clients achieve their financial goals. Authentic and proactive, he makes sure he's tuned in to the needs of clients and colleagues. His people-focused approach to practice is an asset to our team's customer service.

  • Nathalie Camba,

    Assistant Wealth Management Advisor

    T 418-692-3668 ext. 5112088

    Languages: French

    Nathalie has been working in securities since 1998. With 20 years of industry experience working for several major institutions, she has developed extensive knowledge that our clients and team now benefit from. Nathalie has been with the Charest Turcotte Group since July 2022. She's responsible for client relations and plays an administrative role within the team. Her professionalism, strong organizational skills and commitment to providing outstanding service make her a valuable asset to our group.

  • Anny L'Italien,

    Wealth Management Associate

    T 418-833-8632

    Languages: French

    Anny started working in the securities industry in 2006. She offers our members and clients more than 15 years of experience and the valuable knowledge she gained while working for several large firms.

    In February 2021, she joined Groupe Charest Turcotte, where she oversees administrative and client services, and makes a difference with her dedicated and attentive approach. As a proactive, dynamic and efficient professional, Anny is known for being task-oriented and consistently delivering outstanding service. She is an important asset to the team.

  • Jennyfer Blouin, B.A.

    Wealth Management Assistant

    T 418-692-3668 ext. 5112001

    Languages: French

    Linkedin

    Jennyfer has a bachelor's degree and is currently studying to earn a master's in business administration (MBA) at Université Laval. She has been a Desjardins employee for more than 7 years, during which time her ability to learn and her desire to perfect her knowledge of the financial sector have set her apart.

    In 2021, she earned her Responsible Investment Specialist (RIS) designation. At Groupe Charest Turcotte, she helps with financial planning for high-net-worth clients with complex needs.

  • Robert Tremblay, MBA, CPA

    Financial Planner

    Languages: French

    Linkedin

    Robert Tremblay has more than 20 years of experience in the finance industry. He holds a master's degree in business administration (MBA) and is a Chartered Professional Accountant (CPA) and financial planner (F.Pl.). Since 2005, he's been with Desjardins Group, where he has significantly improved our wealth management expertise and quality standards.

    Robert serves our clients by using his knowledge to protect and maximize the value of their assets. Among other things, he plays a key role in developing financial and tax strategies that meet the needs of our high-net-worth clients. His personal, tailored approach helps our clients meet their needs and achieve their goals.

Location

Desjardins Securities at Québec

70, Dalhousie
5th floor
Québec (Québec) G1K 4B2

418-692-3668 Toll-free : 1-877-780-1166Fax : 418-692-1339

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