Senior Wealth Manager
T 819-693-8256
Languages: French
Roger has been a Fellow of CSI (FCSI®)—the highest honour in Canadian financial services—since 2003. He's also a Chartered Investment Manager (CIM®) and financial planner (F.Pl.). He has been with Desjardins since March 2000.
He's an expert in financial markets and takes care of customer service, primarily from the business community.
Roger sits on the fundraising committee for the Richard-Morin Foundation, an organization dedicated to supporting young Peruvians wishing to pursue technical studies, so that they can access professional opportunities in Peru or Canada and break the cycle of poverty.
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.
The Normandin Laforce Mongrain Team is a group of investment advisors whose goal is to guide a clientele of businesspeople, professionals and affluent investors in the customized management of their wealth with a comprehensive approach.
Our expertise in investment management, finance, taxation and financial planning enables us to advise our clients proactively.
Our mission is to steer a course for our clients in the management of their financial wealth through a comprehensive structured approach that is tax-efficient and accessible.
Building customized portfolios in a highly structured manner based on sound asset diversification, investing in securities that offer high value. Tax efficiency is always sought.
We provide our clients with active management of their wealth, using a unique portfolio diversification structure based on a proven investment philosophy.
Our values are: skill, trust, rigour, accessibility and transparency.
Investment management, financial and retirement projections, support from experts for life and health insurance services.
Individual Pension Plans (IPPs) for businesspeople.
Senior Wealth Manager
T 819-693-0111
Languages: French
The holder of a bachelor’s degree in business administration, finance major, from the Université du Québec à Trois-Rivières (UQTR), Mr. Laforce earned his title as a financial planner in February 2000. He worked in the Desjardins Caisse network from 1997 to 2012, including 12 years as a financial planner.
His skill areas include extensive knowledge of financial markets and financial planningFootnote 1, vital for establishing customized financial and retirement planning programs.
Wealth Manager
T 819-379-7878
Languages: French, English
Mr. Mongrain has a bachelor's degree in accounting from Université du Québec à Trois-Rivières, and has been working with Desjardins Group since 2015. He completed the financial planner training with the Institut québécois de planification financière (IQPF) in 2017, which has given him the skills and expertise to help clients with their financial planning.
He is renowned for his commitment, his rigor and his proactivity.
His role on the team is to provide his clients with the care and attention they deserve.
Wealth Manager
T 819-693-6405
Languages: French
Mathieu specialized in finance at Université du Québec à Trois-Rivières. He has over 13 years of experience providing financial and advisory services to individuals, professionals and entrepreneurs.
To keep up with industry developments, Mathieu takes part in continuous training and has completed numerous securities courses. His in-depth knowledge and comprehensive understanding of the markets are an asset to clients looking for a personalized investment strategy.
He's known for demystifying financial concepts and providing clients with clear, simple and quality information.
On our team, he's responsible for helping clients with their financial goals and ensuring regular follow-ups.
Wealth Manager
T 819-693-6660
Languages: French, English
Marc-Antoine has a Bachelor of Business Administration in Finance from Université de Sherbrooke and joined the Normandin Laforce Mongrain Team in 2023.
After graduating from university, he was hired by Jarislowsky Fraser as a wealth assistant, where he gained solid portfolio management experience.
Marc-Antoine is also a Chartered Financial Analyst (CFA). This prestigious, internationally-recognized designation demonstrates his in-depth investment analysis and portfolio management skills.
He has strong interpersonal skills and enjoys helping those around him, and will doubtless be able to offer our clients personalized support to help them achieve their financial goals.Assistant Wealth Management Advisor
T 819-693-3750 ext. 5052032
Languages: French, English
Dwayne Grenier has been in the financial services industry since 2015. Known for his enthusiasm and impeccable service delivery, Dwayne supports investment advisors with administrative tasks related to customer service and operations management.
Wealth Management Associate
T 819-693-1445
Languages: French
Ms. Bourassa studied business administration with a specialty in finance. She has been with Desjardins Group since 2003. Caroline helps Investment Advisors with their administrative tasks related to client account management. She is known for her proactive, take-charge attitude and rigorous follow-up. She works in close collaboration with the Advisors.
Wealth Management Associate
T 819-693-5796
Languages: French
Ms. Plante has a bachelor's degree in business administration with a focus on finance from the Université du Québec à Trois-Rivières. She's also a graduate of the Institut québécois de planification financière.
She works closely with the team's investment advisors and is known for her meticulous and professional approach to her work.
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.
Financial Planner
Languages: French, English
Collaborator | Desjardins Trust Inc.
Hany Malek has a master's degree in management from the Institut Supérieur Européen de Gestion in Strasbourg (2003) and has graduated from the Institut québecois de planification financière (IQPF). He's been working in the financial industry for 20 years, including nearly 18 years as a financial planner in wealth management. He uses a rigorous and high-quality approach to help clients reach their financial goals.
Languages: French, English
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.
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.
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.
1500, Royale Street
Suite 450
Trois-Rivières (Québec)
G9A 6E6
819-693-3750 Toll-free : 1-888-316-3750Fax : 819-693-2666
Route List of wealth managers