Simon Couture, BBA, F. Pl

Wealth Manager

T 418-335-3835

Languages: French

Biography

Mr. Couture has been an investment advisor at Desjardins Securities since 2002. The holder of a bachelor's degree in business administration from the Université du Québec à Trois-Rivières, he is a financial planner with 19 years' experience in the Mouvement Desjardins and in the financial field.

Mission

To become your primary investment advisor and help you meet your goals.

Investment Philosophy

Prudence, simplicity and transparency.
Judicious balance between risk and performance. 
Diversification in asset class, management style and managers.

What sets us apart

Our determination to establish a long-lasting relationship with you based on loyalty and trust. Our collaboration with the professionals around you and our synergy with the specialists in the Mouvement Desjardins.

Values

Honesty
Integrity
Transparency
Attentiveness
Prudence.

Service Offer

Access to all investments: stocks, exchange-traded funds, investment funds, structured products, Darwin program.

Biographies of my colleagues

Alain Chevalier, MBA, F. Pl

Business Transfer Coach

Languages: French, English

Collaborator | Desjardins Securities Inc.

Alain Chevalier has over 45 years of experience in the banking industry. He has held different positions within companies involved in financial planning and advisory services.

By drawing on a coaching approach, he has been able to give a human dimension to his financial planning knowledge, and he has supported more than 1,000 business owners reflect on and carry out their plans to transfer or sell their business. Positioning himself as a coach, he works to ensure that all parties involved can collaborate to achieve a common goal.
Véronique Barrette,

Financial Planner

Languages: French

Collaborator | Desjardins Trust Inc.

Véronique has a bachelor's degree in business administration and a degree from the Institut québécois de planification financière. She has worked in the financial industry since 2008. Véronique is always eager to find new ways to improve her skills. She is committed to providing her clients with top-notch support by offering them personalized solutions and she gives consistent attention to their personal and professional priorities.
Réal Dubuc,

Financial Security Advisor

Languages: French

Collaborators | Desjardins Securities Financial services inc.

Réal joined the Desjardins Insurance team in 2003. He specializes in life and health insurance for Desjardins's mass-affluent members. Thanks to his personalized approach, he's made his mark more than 15 times as one of Quebec's top-performing financial security advisors. A businessman at heart, Réal understands the reality of entrepreneurs in the commercial, real estate and agricultural sectors. He's also a manager in sales and clients service, and he's firmly focused on reaching his clients' goals.
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.