Stephan Moreau, BBA, CIM^®, F. Pl

• Bachelor’s degree in law
• Financial planning professor and lecturer
• Financial planning diploma from the Institut québécois de planification financière (1999)
• With Desjardins since 1996
• Joined Desjardins Securities in 2012

Mr. Bergeron is an investment manager who also offers financial planning services.

• Bachelor’s degree in business administration from Université du Québec à Trois-Rivières
• Completed the Canadian Securities Institute securities and options courses 
• Wealth Manager since 1997
• Joined Desjardins Securities in 2008

Mr. Paré is an investment manager who also offers financial planning services.

• Bachelor's degree in business administration, specialization in finance, from Université Laval
• Financial planner
• Financial security advisor
• More than 25 years' experience in finance
• Integrated financial planning specialist
• Vast knowledge of the challenges faced by professionals, business leaders and high net worth clients
• Regularly collaborates with professionals who work with clients, such as accountants, tax experts and notaries

• Bachelor's degree in business administration with a specialization in finance from Université Laval
• Master's degree in business administration (MBA) with a specialization in finance in progress
• Chartered Financial Analyst certification (CFA) in progress

Philippe is passionate about business and finance. He brings a new perspective to the team and is always on the lookout for the best investment opportunities for our clients. He plans to become a portfolio manager in the next few years.

• Joined Desjardins in 2000
• Assistant experience in a number of different fields

Ms. Letrésor delivers exceptional customer service with integrity, dedication and enthusiasm.

• Bachelor's degree in accounting from the Université du Québec à Rimouski (UQAR)
• Certificate in financial planning from the Université du Québec à Montréal (UQAM)
• Canadian Securities Course from the Canadian Securities Institute

Alexandra has a lot of knowledge and is a valuable asset for our clients and wealth managers. She's friendly and outgoing, and she works diligently to provide service that meets expectations.

• Bachelor's degree in social work from Université Laval
• Certificate in entrepreneurship from the Université du Québec à Rimouski (UQAR)
• Canadian Securities Course from the Canadian Securities Institute

Alexandra joined Desjardins in 2020. Known for her calm and diligent approach, she continues to learn more about the financial sector and ensure that we provide outstanding service to our clients.

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.

Collaborators | Desjardins Wealth Management

GENEVIÈVE FOREST

Geneviève Forest is a notary and serves as a senior estate planning advisor at Desjardins Wealth Management.

GENEVIÈVE D’AMOURS

Geneviève D'Amours, who has been a notary since 2009, serves as a senior estate planning advisor at Desjardins Wealth Management.

AMANDINE BOURILLON, D.S.N.

Amandine Bourillon has completed studies in notarial law in both France and Quebec and is a senior estate planning advisor at Desjardins Wealth Management.

ANDRÉ AUCLAIR

André Auclair is a notary and serves as a senior estate planning advisor at Desjardins Wealth Management.

CATHERINE BEAUCHAMP

Catherine Beauchamp is a notary and is currently a team leader and senior estate planning advisor at Desjardins Wealth Management.

Collaborators | Desjardins Securities Financial services inc.

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.

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.