Simon Paquin, D.E.S.S., BBA, CIM^®

Portfolio Manager, Wealth Manager

T 450-223-1569

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Languages: French, English

Biography

Mr. Paquin has been with Desjardins for 20 years, 12 of them at Desjardins Securities.
He holds a graduate diploma in finance from the Université du Québec à Montréal.
He holds a bachelor's degree in business administration from the Université du Québec à Montréal.
He is a Chartered Investment Manager (CIM®)
Mr. Paquin’s clients and partners appreciate his eye for detail, his passion for his work and his familiarity with various aspects of wealth management.

Desaulniers-Paquin Group

Attentive to your needs, we offer you made-to-measure recommendations.

Investment Philosophy

The wealth management process starts by establishing a solid relationship of trust. With access to the full range of financial products available on the market, we attach greater importance to absolute long-term yields than to index performance. As talented strategists, we use diversification into various product types to reduce risk in portfolios.

Values

Rigour, simplicity, confidentiality, ethics and attentiveness.

Biographies of my colleagues

Marc Desaulniers, BBA, FCSI^®, CIM^®, FMA

Portfolio Manager, Wealth Manager

T 450-223-1141

Languages: French, English

Linkedin
- Mr. Desaulniers has 26 years' experience in the financial services field, including 23 years with Desjardins Securities.
- Holder of a bachelor's degree in business administration (B.A.A.) from the Université du Québec à Montréal.
- He has completed many training programs from the Canadian Securities Institute, including: Financial Management Advisor (FMA) and Chartered Investment Manager (CIM®).
- He also holds the prestigious designation as a Fellow of the Canadian Securities Institute (FCSI®), a symbol of excellence in the financial services industry.
- As an investment advisor, he has written various columns for the magazine Vos Finances and has given a number of talks on investment. He continues to speak at conferences on the art of investing.
Full details
Manon Lemay,

Associate Advisor

T 450-223-1051

Languages: French
- Has worked at Desjardins Securities for more than 24 years
- Certificate in administration from the Université du Québec à Trois-Rivières
- Certificate in human resources management from the Université du Québec à Trois-Rivières
- Certificate in financial planning from the Université du Québec à Montréal
- Her expertise and professionalism acquired over the years as a branch coordinator, investment assistant and assistant advisor make her an important advisory resource for clients and for our team.