Rock Pelletier, FCSI^®, CIM^®

• Chartered Investment Manager (CIM^®) since 2019
• IQPF graduate (Institut Québécois de planification financière)
• More than 30 years working for Desjardins Group
• Financial planner since 2001
• Joined Desjardins Securities in 2015

A skilled communicator, Manon Raymond specializes in providing you with clear and realistic solutions that grow as you do.

With her solid background in financial planning, she is able to assess your overall financial situation, no matter its complexity, and draw up a personalized action plan for you.

Committed and attentive, she is the perfect partner to help you meet your short- and long-term financial goals.

• Licensed full-service broker since 2000
• Graduate of the CSI Financial Planning Program
• 20 years of experience in the financial sector
• With Desjardins Securities since 2009

 Genuine, positive and efficient, Priscilla Lestage takes a constructive approach to her meetings with clients by focusing on the added value she can provide. Priscilla’s clients benefit greatly from her experience with the financial markets, and she is known among her peers for her exceptional ability to explain the financial world. Priscilla uses her expertise to build personalized portfolios and monitor them closely. When it comes to selecting securities, Priscilla relies on the institutional experience she acquired during the 5 years she spent with one of Canada’s largest management firms. She applies the same discerning management standards for both individual and institutional investors.

• Bachelor's degree in business administration, finance option (BBA) from Université du Québec à Trois-Rivières (UQTR)
• Wealth Management Essentials Course
• Canadian Securities Course
• Conduct and Practices Handbook Course
• Part of Desjardins Group since 2016

Anthony provides advice to clients to help them reach their goals. He reviews client portfolios, tracks the stock market, and trades on the securities market.

Over the past 5 years, Anthony has made a name for himself among our clients thanks to his high-quality service and passion for financial markets.

• Investment assistant for more than 25 years
• Canadian Securities Course 
• Conduct and Practices Handbook Course

The quality of her work and her attention to detail contribute to the excellent service we offer our clients. With her strong administrative and organizational skills, she is able to soundly and efficiently manage client files. 

Our clients also greatly appreciate her ability to explain things in clear, everyday language.

• Canadian Securities Course 
• Conduct and Practices Handbook Course

Jessica oversees administrative management for the team and coordinates client activities and marketing initiatives. When a task is assigned to her, we know it's in capable hands.

Her exemplary work ethic and versatility make her asset to our team.

• Conduct and Practices Handbook Course
• With Desjardins Securities since 2021

She listens to clients carefully and makes sure that they're entirely satisfied. Your interests are top priority for Sophie.

Mélodie Turgeon has a bachelor's degree in criminology from Université de Montreal. She joined Desjardins in 2019. In 2021, she completed the Canadian Securities Course (CSC®).

Mélodie uses her professionalism and meticulous approach to always provides quality service when managing the administrative aspect of the team's day-to-day. Eager to build on her knowledge, Mélodie continues to follow professional development courses. She's currently completing the Wealth Management Essentials (WME®) course by the Canadian Securities Institute (CSI).

• With Desjardins since 2015
• Joined Desjardins Securities in 2018

Pamela is a valuable member of our administration team who has extensive experience serving clients in the wealth management industry.

She's dynamic and professional, and her cooperative spirit shines bright. With such a strong skill set, Pamela is a real asset for us and our clients.

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.

Collaborator | Desjardins Trust Inc.

Patricia Girard has a bachelor's degree in international politics from the University of Ottawa. She has also completed financial planning training in the management sciences department at UQAM as well as several courses offered as part of the master's program in taxation at Université de Sherbrooke. After serving as a regional financial planner and manager of retirement investment development for a financial institution, she now supports Desjardins Securities' high and very-high net worth clients, whose complex situations require extensive research, in a partnership with the firm's wealth managers.

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.

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. 

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.