Print

Rock Pelletier, FCSI®, CIM®

Portfolio Manager, Senior Wealth Manager

T 450-671-5756

Linkedin Profil

Languages: French, English

Biography

  • With Desjardins Securities since 2004
  • Over 30 years of investment experience
  • Certified Investment Manager (CIM®) and Fellow of CSI (FCSI®)
  • Has been ranked one of Quebec's top wealth advisors in 2022 by The Globe and Mail

An attentive and dedicated professional, Rock Pelletier’s reputation precedes him. He holds the prestigious designations of Certified Investment Manager (CIM®) and Fellow of CSI (FCSI®).

His disciplined management approach, solid expertise, credibility and work ethic make him an outstanding asset to his clients.

Mr. Pelletier sets himself apart by providing you with in-depth financial analyses. Partnering with him is synonymous with added value.

 

Pelletier-Raymond-Lestage Team

Mission

Helping you and your family reach your financial goals through the responsible and disciplined management of your assets.  

Investment Philosophy

MANAGEMENT THAT’S DYNAMIC AND SECURE

When we manage your assets, we adhere to the highest industry standards.

Our disciplined approach stands out from the rest—we seek not only to meet your short-term objectives, but also to help you build the future of your dreams.

Our management policy is designed to optimize your investment portfolio with a careful, diversified and well-managed selection of securities.

Our process is both seamless and dynamic. We are committed to helping you profit from market opportunities while still respecting your risk tolerance.

What sets us apart

YOUR SATISFACTION, OUR PRIORITY

As your trusted partner, we provide you with first-rate service and take a comprehensive approach to managing your financial wealth.

With each and every client, we build a solid and long-lasting relationship founded on attentiveness, transparency and confidentiality.

Your total satisfaction is our first priority. That’s why professional ethics and integrity top the list of our values.

Values

PROFESSIONAL ETHICS AND INTEGRITY

Honesty first and foremost—that’s the secret to maintaining the unique relationship of trust with our clients.

DISCIPLINE

We stick to our strategies. That and a diligent follow-up approach are at the heart of what we do.

ATTENTIVENESS

We take a human and empathetic approach to how we do business. We’re as close as you need us to be.

Service Offer

The Pelletier Raymond Lestage Team is your one-stop-shop for a wide range of financial products and services: savings, insurance,Footnote 1 credit,Footnote 2financial planningFootnote 1 and much more.

When it comes to the business world, our ears are to the ground. We tailor our services and advice to entrepreneurs (business owners and executives), professionals, retirees and pre-retirees.

  1. Services offered through Desjardins Securities. Return to footnote 1 referrer
  2. Services offered through Desjardins Group or external partners. Return to footnote 2 referrer

Biographies of my colleagues

  • Manon Raymond, CIM®, F. Pl

    Portfolio Manager, Wealth Manager

    T 450-671-2004

    Languages: French, English

    Linkedin

    • 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.

  • Priscilla Lestage, BBA, CIM®

    Portfolio Manager, Wealth Manager

    T 450-671-2720

    Languages: French, English

    • 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.

  • Anthony Pigeon, BBA, F. Pl

    Associate Wealth Management Advisor

    T 450-671-6788 ext. 5032619

    Languages: French, English

    • 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.

  • Sylvie Bouchard, BBA

    Wealth Management Associate

    T 450-671-3419

    Languages: French, English

    • 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.

  • Jessica Carlone,

    Wealth Management Associate

    T 450-671-7879

    Languages: French, English

    • 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.

  • Sophie Turcotte,

    Wealth Management Assistant

    T 450-671-6788 ext. 5032619

    Languages: French, English

    • Conduct and Practices Handbook Course
    • With Desjardins Securities since 2021
    Sophie has a hand in administrative tasks for the entire team. She's a dynamic professional who's diligent in taking prompt and effective action.

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

     

  • Pamela Levert,

    Wealth Management Assistant

    Languages: French

    • 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.

  • 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.

  • Patricia Girard,

    Financial Planner

    Languages: French

    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.

  • 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.

  • 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 Brossard

Quartier DIX30 - Le Square
9120, boul. Leduc, bureau 205
Brossard (Québec) J4Y 0L3

450-671-6788 Toll-free : 1-888-883-4588Fax : 450-671-6280

Route List of wealth managers
Back to top