René Gagnon, FCSI^®, CIM^®, F. Pl

Portfolio Manager, Senior Wealth Manager

T 418-721-2668

Languages: French, English

Biography

Fellow of the Canadian Securities Institute (FCSI^®)
Financial planner since 1997
More than 30 years’ experience in the securities industry

As a portfolio manager and financial planner, Mr. Gagnon offers his clients a comprehensive overview of their financial situation and recommends the best course of action. Thanks to his vast experience, Mr. Gagnon’s clients know they can expect to receive exceptional service and advice.

He serves as an independent expert for a number of retirement fund committees. He’s also heavily involved in the community, most notably as chairman of the Fondation Pierre-Luc Dubois.

René Gagnon Team

Team web site

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.

Mission

Becoming the primary manager of our clients’ wealth.

We advocate a long-term approach with a focus on capital diversification and tax optimization. Our goal is to make sure we understand your needs clearly. We will be your point of reference in an increasingly complex financial world.

Investment Philosophy

We are convinced that diversification of capital is fundamental. As such, we take a long-term view and are on the lookout for undervalued leaders.

In addition, our multi-manager principle enhances the diversification of our portfolios. We attempt to meet the goals that have been set while reducing overall risk and reducing the tax impact.

What sets us apart

The investment world is in constant flux, and tax harmonization is becoming more complex. This makes it very easy to get lost, which is why you need our team of multidisciplinary experts to guide you.

Our comprehensive approach will help you maximize your overall wealth management, and your risk will be reduced by our multi-manager philosophy.

Attentiveness forms the basis of any sound advice. This is why assessing your own needs will guide our recommendations for fulfilling your personal goals.

Values

Listening: We favour quality service based on attentiveness to give us a clear understanding of your motivations and your personal goals.

Understanding: You are important to us. You will be understood and will understand the advice provided. That way, you will feel you are being guided along the way.

Expertise: With a unique combination of experience, knowledge and know-how, we make sure to offer the best of ourselves in meeting your needs.

Discretion: We pay particular attention to maintaining the confidentiality of the information provided by our clients.

Ethics: Five factors reflect our work ethic: integrity, sense of responsibility, emphasis on quality, discipline and teamwork. That is our commitment to you.

Trust: Our aim is to learn to know you so that we can understand you more clearly and build a long-term relationship. This lets you move forward with full peace of mind, knowing that your needs are shared.

Service Offer

Management of your wealth includes various aspects, with investment as one of the pillars. Your wealth management plan includes financial, tax and estate^{Footnote 1} planning, retirement projection, your investment plan and your insurance^{Footnote 1}, as well as philanthropy, if necessary.

This is why we favour a comprehensive view of your assets, reflected in recommendations and oversight that fit in perfectly with our action plan.

Notes

Through Desjardins Securities Financial Services or the Caisse network.

Biographies of my colleagues

Benoît Arsenault, B. COM., CIM^®

Wealth Manager

T 418-721-2668

Languages: French, English
- Degree in finance from McGill University
- Chartered Investment Manager (CIM^®)
- Wealth Management Essentials (WME)^® seminar completed with CSI
- Part of René Gagnon’s team from more than 10 years
Mr. Arsenault has an in-depth knowledge of finances and securities. His education in a hockey sports-study program in the Quebec Major Junior Hockey League instilled in him the values he now applies in his professional work: discipline, rigour and organization.
Full details
Mélanie Tapp, BBA, FCSI^®, F. Pl, AICB

Associate Wealth Management Advisor

T 418-721-2668

Languages: French
- Graduate in finance and marketing from HEC Montréal
- Financial planner and associate at the Institute of Canadian Bankers since 2004
- Fellow of CSI (FCSI®)
- Has worked for more than 20 years with René Gagnon
Mélanie Tapp has a lively and methodical mind. She is attentive to clients and analyzes their financial positions to provide them with effective made-to-measure action plans.
Pier-Luc Perreault, M. Sc., CFA

Associate Wealth Management Advisor

T 418-721-2668

Languages: French
- CFA certification, one of the highest distinctions in the financial sector
- Master's degree in finance from Université de Sherbrooke
- Bachelor's degree in corporate finance from Université du Québec à Rimouski
- Financial planning certificate from Université TÉLUQ
Pier-Luc is passionate about the financial markets. He joined the team in September 2021 and is actively working to develop investment and portfolio modelling strategies. In addition to tracking the financial markets and economy, Pier-Luc helps research, analyze and manage risks. His knack for capital allocation makes him a major asset for the investment committee.
Marie-Hélène Lemay, F. Pl, CPA

Financial Planner

T 418-721-2668

Languages: French
- Member of the CPA Order of Quebec
- Financial planner
- More than 15 years in the securities field
- Part of René Gagnon’s team from more than 5 years
Marie-Hélène’s expertise in wealth management is a real asset to our team and the services we provide. She knows the value of personalized service and tailors the financial planning process to each client. Known for her attention to detail and analytical skills, she excels at helping clients make informed decisions.
Isabelle Chassé, B. Ed.

Wealth Management Assistant

T 418-721-2668

Languages: French
- Holds a teaching licence from the Ministère de l’Éducation, du Loisir et du Sport
- More than 25 years of professional experience in area community organizations and private businesses, including 10 years as an administrative assistant
Isabelle provides excellent customer service by listening to the needs of our clients. Her organizational and planning skills make her a valuable part of the team.
Alec Gauthier, BBA

Wealth Management Assistant

T 418-721-2668

Languages: French
- Master's degree in market finance from HEC Montréal (in progress)
- Bachelor's degree in applied economics, finance and mathematics from HEC Montréal
Originally from Métis-sur-Mer, Alec joined the René Gagnon Team in April 2023 as an intern. His education and work experience have given him solid quantitative and analytical skills. His thoroughness and intellectual curiosity are assets to the team's portfolio management and research services. As someone who is always up for a new challenge, Alec is continuing to strengthen his skills while making valuable contributions to our team.
Janie-Ève Pichette,

Agent

T 418-721-2668 ext. 5027258

Languages: French, English
- Over 25 years of experience in customer service
- Joined the financial sector in 2014, after working as a senior management assistant for several years
Janie-Ève is a highly experienced, versatile and dynamic assistant. Born into a family of entrepreneurs, she knows the business world inside out and is hoping to exceed our clients' expectations. With her personalized, discreet and efficient approach, Janie-Ève is undoubtedly a valuable asset to our team.