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Sébastien Barrette, MBA, M. Sc., B. COM., CIM®

Portfolio Manager, Senior Wealth Manager

T 819-797-5525

Languages: French, English

Biography

At Desjardins Securities since 2002, Mr. Barrette holds the prestigious title of portfolio manager. After completing his bachelor’s degree in commerce at Concordia University, Mr. Barrette continued his studies at the Université de Clermont-Ferrand in France, where he earned his master’s degree in economics. He completed his university education in 2005 with an MBA from the Université du Québec en Abitibi-Témiscamingue.

His professional career has led him to specialize in implementing investment strategies based on concepts of asset diversification and allocation.

With a comprehensive vision of economic scenarios, Mr. Barrette proposes adapted investment solutions and offers support throughout the various investment phases.

He ensures that clients have access to all the services the team offers by organizing a personalized meeting cycle, and monitors the clients' wealth management plan.

Gingras-Boucher-Barrette Group accréditation excellence

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.

With discipline, integrity and professionalism, we stand alongside you in the pursuit of your financial goals. Our highly personalized approach takes account of every aspect of your current and future situation.

Mission

To build a solid, transparent business relationship so we can offer you discretionary management investment solutions that are adapted to your situation and wealth management solutions that meet your needs.

Investment Philosophy

We believe that financial success rests on a strong management framework. Preserving your capital is our priority and that’s why our investment strategies rely upon basic long-term investment principles.

And since the economic environment has a critical impact on companies and their financial behaviour, we take what is called a “top-down” approach to security selection. We start by looking at the global economy and follow a logical sequence from there, continuing with geographic and sectoral allocation that leads naturally to the choice of the investments that will make up your portfolio.

What sets us apart

We use a personalized approach to help you reach your financial goals.

Values

We believe:

  1. That trust, respect, integrity and authenticity are the keys to a solid business relationship.
  2. That you need a thorough and well-designed plan to reach your wealth management goals.
  3. That as a unique individual, you require a personalized approach that takes your unique needs into account.
  4. That our investment beliefs drive our success.

Service Offer

We support you for various wealth management needs, including:

  1. Retirement planning
  2. Financial planning
  3. Estate planning1
  4. Insurance (life, disability, health and critical illness)1
  5. Tax strategies1
  1. Services provided through or in collaboration with Desjardins Securities Financial Services, external professionals or the caisses. Return to footnote 1 referrer

Biographies of my colleagues

  • Frédéric Gingras, BBA, CIM®

    Portfolio Manager, Senior Wealth Manager

    T 819-797-5525

    Languages: French, English

    A member of the Desjardins Securities team since 2001, Mr. Gingras has completed the Canadian Securities Course and holds a bachelor's degree in accounting from the Université du Québec en Abitibi-Témiscamingue (UQAT). He owns the Chartered Investment Manager designation since 2012.

    Specializing in investment strategy development, he relies in particular on appropriate asset allocation and diversification to take account of each client's specific needs. In addition to his in-depth investment knowledge, he is keen on keeping up-to-date on financial news, giving him a comprehensive view of your situation and offering full care of your financial wealth.

  • Geneviève Boucher,

    Wealth Manager

    T 819-629-2319

    Languages: French, English

    Linkedin

    After working for three years in the Desjardins Caisse network as an advisor specializing in savings, Ms. Boucher joined the Desjardins Securities team in 2007.

    A graduate in accounting at the Université du Québec en Abitibi-Témiscaminque, she has also taken the Canadian Securities Course. Her command of English and her technical knowledge ensure professional service to a growing clientele. Within the team, she is in charge of supporting business development efforts and guiding clients on their path to retirement. In addition to her other skills, her strong aptitudes in interpersonal relations make her a highly appreciated investment advisor among our clientele.

  • Mathieu Gagnon, BBA, F. Pl

    Wealth Manager

    T 819-797-5525

    Languages: French, English

    Mr Gagnon holds the Financial Planner designation from the Institut québécois de planification financière, and has a bachelor’s degree in business administration, with a finance major, from Université Laval. He has worked for Desjardins Group since 2004 and joined the Desjardins Securities team in 2007.

    As a financial planner, he is the wealth management specialist for our team's advisors and all of our clients. He develops personalized plans for them that incorporate all the financial aspects of their lives while taking into account the investment strategies they have already implemented.

    With a strategic action plan that is fully adapted to their profile, it is easier for our clients to closely monitor their wealth and make the right decisions at the right time. 

  • Philippe Dessureault, BBA

    Associate Wealth Management Advisor

    T 819-797-5525

    Languages: French, English

    Linkedin

    Mr. Dessureault holds a bachelor's degree in business administration, with a major in marketing, from the Université du Québec en Abitibi-Témiscamingue, and he completed the Canadian Securities Course and the Wealth Management Essentials course. He has been employed by Desjardins Securities since 2017.

    Mr. Dessureault has more than 20 years of experience in customer service. Drawing on his entrepreneurial and financial services experience, he uses his skills to develop a personalized strategy for our clients

  • Chantal Plante,

    Associate Wealth Management Advisor

    T 819-629-2560

    Languages: French, English

    Linkedin

    Ms. Plante holds a certificate in human resources management from the Université du Québec en Abitibi-Témiscamingue. She also completed the Canadian Securities Course and the Conduct and Practices Handbook Course. She has been with the Gingras-Boucher-Barrette Group since 2018.

    She is responsible for overseeing proper administrative management of client accounts and for monitoring operations. Dedicated, diligent and methodical, Ms. Plante listens attentively to ensure optimal management and follow-up.

  • Louga Boudreault-Bernard, F. Pl

    Associate Wealth Management Advisor, Financial Planner

    T 819-824-2266

    Languages: French

    Linkedin

    Ms. Boudreault-Bernard holds a bachelor's degree in administration with a concentration in finance and a certificate in financial planning from the Université du Québec en Abitibi-Témiscamingue. She also completed the Canadian Securities Course. Throughout her education, she stood out and was the recipient of numerous scholarships for excellence in administration, including the Hélène and Jean-Louis Tassé scholarship.

    With Desjardins Securities for more than 10 years, Ms. Boudreault-Bernard has a wealth of technical skills that, along with her diligence and professionalism, make her a valuable asset to the team.

  • Simon Faubert-Pagé, BBA, F. Pl

    Associate Wealth Management Advisor

    T 819-797-5525 ext. 5104213

    Languages: French, English

    Simon joined the team in 2021 and has nearly 10 years of experience as a financial planner at Desjardins. He has a bachelor of business administration from UQAM and has completed several Canadian Securities Institute (CSI) courses. He is also a member of the Institute of Financial Planning (IPF) and is fully licensed to provide full-service brokerage services.

    In his current role, he provides financial planning, retirement analysis, payout plans and tax optimization for mass-affluent and high-net-worth clients. He is highly regarded for his people-focused and approachable approach, and he is very skilled at explaining complex topics to clients.

  • Cynthia Vallières,

    Assistant Wealth Management Advisor

    T 819-629-2560

    Languages: French

    Ms. Vallières completed the Canadian Securities Course and has been with Desjardins Securities for over seven years.

    Available and efficient, she uses her strong communication skills with our clients. She is responsible for supporting advisors in their daily activities by following up on operations. Her technical expertise allows her to provide impeccable customer service.

  • Geneviève St-Amant,

    Wealth Management Assistant

    T 819-797-5525 ext. 5104227

    Languages: French

    With more than 10 years of experience working in a caisse, Geneviève joined Desjardins Securities in 2022. She holds a certificate in administration from Université du Québec en Abitibi-Témiscamingue (UQAT) and is involved in operations and marketing on the team.

    Her 20 years of customer service experience have allowed her to develop a strong sense of initiative and attention to detail in each of her files. 

  • Myriane Morissette,

    Wealth Management Assistant

    T 819-797-5525

    Languages: French

    With Desjardins Securities for more than 20 years, Myriane's solid experience in financial services, her dynamism and her dedication make her a valuable asset to our team.

    Regardless of the circumstances, Myriane responds to our clients' requests swiftly and enthusiastically. She offers personalized support to our clients with the utmost professionalism.

    She is responsible for following up on client files and operations and for ensuring that our growing clientele receives outstanding service.

  • Katia Boucher,

    Wealth Management Assistant

    T 819-629-2560 ext. 5022120

    Languages: French, English

    Katia joined Desjardins Securities in 2021 after working for several years as a manager in a medical clinic. She has completed the Canadian Securities Course (CSC®) and a college diploma in small business management from Canadore College in Ontario. She is dedicated, caring and attentive, and she prioritizes the well-being of clients.

  • Véronique Riendeau,

    Wealth Management Assistant

    T 819-797-5525 ext. 5101611

    Languages: French

    Véronique has been working in the finance industry for more than 10 years. She joined Desjardins Securities in 2021. Dedicated and conscientious, she is committed to a job well done and to providing exceptional service to all our clients.

Locations

Desjardins Securities at Rouyn-Noranda

75 boulevard Québec
2nd floor
Rouyn-Noranda (Québec) J9X 7A2

819-797-5525 Toll-free : 1-800-797-5525Fax : 819-762-3950

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Desjardins Securities at Témiscamingue

71B, Oblats N St.
Ville-Marie (Québec) J9V 1J2

819-629-2560 Toll-free : 1-877-629-2560Fax : 819-629-2650

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Desjardins Securities at Val-d'Or

450 3e Avenue
Suite 201
Val-d'Or (Québec) J9P 1S2

819-824-2266 Toll-free : 1-800-819-2266Fax : 819-824-5427

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Desjardins Securities at La Sarre

66, 5e avenue Est
La Sarre (Québec) J9Z 1K9

819-333-3148 Toll-free : 1-855-333-3148Fax : 819-333-3407

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