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Sophie Boutin, CFP®
Languages: French, English
Ms. Boutin, an investment advisor, financial planner and holder of a certificate in administration and financial planning, has worked in the securities field for more than 15 years. She holds the titles of financial planner, financial security advisor and certified life insurerFootnote 1.
A dynamic person, she is heavily committed to her clients and to her community.
We are a team, involved in our community, who provide first-rate financial advice to establish a long-term relationship of trust with our clients.
Helping our clients and guiding them toward the best decisions for managing their personal financial affairs. We listen carefully to our clients and offer them high-quality service and advice.
What sets us apart
Helping our clients and guiding them toward the best decisions for managing their personal financial affairs.
Integrity, transparency, stability in business relationships, skill, simplicity.
- Attentiveness toward our clients to assess their financial needs, their goals and their investor profiles.
- Creation of a customized portfolio, with tax advantages.
- Rigorous monitoring of investments and periodic portfolio rebalancing.
- Remaining proactive, attentive and available for our clients' needs, which change over time.
Biographies of my colleagues
Isabelle Lagacé, B.A., FCSI®, CIM®
Portfolio Manager, Investment Advisor
Languages: French, English, Spanish
Ms. Lagacé holds a bachelor's degree in industrial relations and has earned designations as a Chartered Investment Manager (CIM®) and a Fellow of the Canadian Securities Institute (FCSI®), the highest distinction awarded in the financial services sector in Canada. Ms. Lagacé also received the title of portfolio manager in 2012.
She has more than 18 years' experience in the securities field and is also heavily involved in social endeavours.
Bruno Pelletier, MBA
Languages: French, English
Mr. Pelletier has more than 22 years' experience in the finance field. he began his career in the Mouvement Desjardins as a commercial account manager in 1992. He joined the ranks of Desjardins Securities in 2009.
Lynda D'Amours, B.A.
A social sciences graduate at Université Laval, Ms. D'Amours has worked in the Mouvement Desjardins since 1997. She joined the Desjardins Securities team in Rivière-du-Loup in 2001.
Her professionalism and courtesy ensure her clients of impeccable service.
Holding an attestation in college studies in finance and securities, Ms. Soucy has worked for the Mouvement Desjardins since 1999. She joined Desjardins Securities at Rivière-du-Loup in 2012. Her discipline and versatility make her a highly appreciated assistant on the team.