Investment Advisor
T 418-629-4499
Languages: French
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.
A DEDICATED TEAM AT YOUR SERVICE
We are a team of specialists from different and complementary backgrounds who are committed to working together to help you achieve your goals. We never stop striving to surpass ourselves, and our results show it.
We hold our clients and partners in the highest esteem. We have a vast business network—and because our clients put their trust in us, it’s growing. Our assets under management currently surpassed $1.2 billion.
We are the Ouellet Bolduc Group. We’re determined to meet your needs.
Since wealth management is a tremendous responsibility, our mission is to understand our clients clearly so that we can build long-term relationships with them, based on respect and trust.
In this way, we aim to become your primary investment advisor and help you achieve full peace of mind in investment matters.
When investing, we put the security of capital first and foremost. In our view, the risk faced by an investor involves losing money rather than being beaten by an index, especially in the short term. Asset allocation, whether strategic, tactical, geographic or sectoral, is what the solidity of our recommendations is based on.
We feel it’s very important to share our expertise with our clients. We make sure you really understand the areas that matter, including risk management, the state of financial markets and changes within your portfolio.
Portfolio Manager, Senior Wealth Manager
T 418-721-2668
Languages: French
Portfolio Manager, Senior Wealth Manager
T 418-721-2668
Languages: French
Investment Advisor
T 418-721-2668
Languages: French
Investment Advisor
T 418-721-2668
Languages: French
Associate Wealth Management Advisor
T 418-721-2668
Languages: French
Associate Wealth Management Advisor
T 418-629-3815
Languages: French
Associate Wealth Management Advisor
T 418-721-2668
Languages: Portuguese, French, English
Associate Wealth Management Advisor
T 418-721-2668
Languages: French
Associate Wealth Management Advisor
T 418-721-2668
Languages: French, English
Associate Wealth Management Advisor
T 418-721-2668
Languages: French, English
Associate Wealth Management Advisor
T 418-721-2668
Languages: French
Associate Wealth Management Advisor
T 418-721-2668
Languages: French
Associate Wealth Management Advisor
T 514-876-1441
Languages: French, English
Associate Wealth Management Advisor
T 514-876-1441
Languages: French, English
Assistant Wealth Management Advisor
T 418-721-2668
Languages: French, English
Wealth Management Associate
T 418-721-2668
Languages: French
Wealth Management Assistant
T 418-721-2668
Languages: French
Wealth Management Assistant
T 418-721-2668
Languages: French
Wealth Management Assistant
T 418-721-2668
Languages: French
Wealth Management Assistant
T 418-721-2668
Languages: French
Wealth Management Assistant
T 418-721-2668 ext. 5031425
Languages: French
Wealth Management Assistant
T 418-721-2668
Languages: French
Wealth Management Assistant
T 418-721-2668
Languages: French
Business Transfer Coach
Languages: French, English
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.
Notary
Languages: French
Catherine Beauchamp is a notary and is currently a team leader and senior estate planning advisor at Desjardins Wealth Management. In addition to her law degree, Ms. Beauchamp also holds a master's degree in taxation from Université de Sherbrooke and will complete the STEP Canada program in early 2024 to become a obtain the TEP designation. She has a certificate in psychology as well as a graduate diploma in the prevention and resolution of disputes. She is thus mindful of the range of family dynamics and ensures that the risk of family conflicts is minimized when planning an estate. She's passionate about making information accessible and sharing her knowledge. She also serves as a lecturer in the graduate program at Université du Québec à Montréal and in the master's program in notarial law at Université de Sherbrooke.
Financial Security Advisor
Languages: French
Jeffrey has a bachelor's degree in accounting and an MBA in financial planning. He's been a financial security advisor with a major Canadian insurer for more than seven years. His clients appreciate being clear in their explanations and following up. Jeffrey is very thorough when it comes to optimizing a strategy. He's well versed in tax matters.
Senior Tax Advisor
Languages: French
Mathieu has a master's degree in taxation and has been working as a tax specialist since 2016. This was a new chapter in his career, as in 2015 he began studying to specialize in this field following a 7-year stint with Desjardins as a financial planner. Prior to working at Desjardins, he worked in life and health insurance.
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. Since moving to the financial services industry, Mathieu has been assisting a wide range of members who are preparing for retirement or are retired.
180 des Gouverneurs
Suite 301
Rimouski (Québec)
G5L 8G1
418-721-2668 Toll-free : 1-888-833-8133Fax : 418-721-5617
Route List of wealth managers