Vincent Corriveau, BBA
Investment Advisor
T 418-721-2668
Languages: French
Biography
- Vincent has been with Desjardins Securities since the Rimouski office opened in 1997
- Since 2011, Vincent has focused on business process optimization and client presentations
Ouellet Bolduc Group Portfolio Managers
Excellence Accreditation
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.
Mission
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.
Investment Philosophy
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.
What sets us apart
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.
Values
- Integrity
- Sharing of knowledge
- Attentivness
- Prudence
- Meeting expectations
Service Offer
- Discretionary portfolio management, with 17 models, ranging from income portfolios to growth portfolios and including tax-advantaged models.
- Analysis of your financial position and projection of retirement income.
- Tax planning.
- Guidance in your estate planningFootnote 1.
- Through Desjardins Securities Financial Services or the Caisse network.
Biographies of my colleagues
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Daniel Ouellet, BBA, CIM®
Portfolio Manager, Senior Wealth Manager
T 418-721-2668
Languages: French
- Daniel has worked in the financial sector since 1998
- As a financial markets expert, he brings his knowledge of the markets to asset allocation and investment strategies
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Jonathan Bolduc, BBA, CIM®
Portfolio Manager, Senior Wealth Manager
T 418-721-2668
Languages: French
- Jonathan has worked in the securities industry since 2000, after 2 years in the corporate finance sector.
- His vast knowledge and business relationships with local professionals serve him well in his role of business development leader. Jonathan is also responsible for team coordination and outreach.
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Sébastien Paquet, DMD
Investment Advisor
T 418-650-6350
Languages: French
- With over 20 years of experience as a dentist and dental clinic manager, Sébastien made the leap into the financial sector and joined our team in 2016.
- His experience as a manager and business owner helps him understand the reality of entrepreneurs, whether or not they are in the healthcare industry.
- A proud ambassador for our team in Quebec City, Sébastien enjoys sharing his knowledge of the financial world and promoting our group's expertise to his network of contacts across Quebec.
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Sébastien Boulianne, BBA, F. Pl
Investment Advisor
T 418-629-4499
Languages: French
- Sébastien has been with Desjardins Group since 2001, and has been an investment advisor with Desjardins Securities since 2014. He joined the Ouellet-Bolduc Group in March 2019.
- He's a graduate of the Université du Québec à Rimouski and has earned the title of financial planner.
- He is in charge of business development for the Matapédia and Gaspésie regions and provides our clients with sound financial planning advice and close monitoring.
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Jean-Sébastien Lavoie, M. Sc., BBA, F. Pl
Associate Wealth Management Advisor
T 418-721-2668
Languages: French
- Jean-Sébastien joined the team in February 2016 and is responsible for the financial planning and wealth management department.
- Jean-Sébastien holds a bachelor’s degree in business administration and a master’s degree in project management from the Université du Québec à Rimouski. He also holds the Certified International Wealth Manager (CIWM) designation, recognized worldwide as a leading professional designation in wealth management.
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Luc-André Otis, BBA
Associate Wealth Management Advisor
T 418-629-3815
Languages: French
- Has been with Desjardins Securities since 2012 and joined the Ouellet-Bolduc Group in March 2019.
- Has a BA in business administration with a concentration in financial services from Université du Québec à Rimouski (Lévis campus).
- Can provide effective support to our clients, thanks to his experience and professionalism.
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Rafael Tavares, MBA, CFA
Associate Wealth Management Advisor
T 418-721-2668
Languages: Portuguese, French, English
- Rafael joined the team in 2013
- He puts his experience in securities to good use in his online portfolio management work
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Marie-Pier Thibeault, CIWM, BBA, F. Pl
Associate Wealth Management Advisor
T 418-721-2668
Languages: French
- Marie-Pier holds a bachelor's degree in business administration with a concentration in financial services from Université du Québec à Rimouski and is a graduate of the Institut québécois de planification financière. She also earned the title of Certified International Wealth Manager, which is recognized around the world as a top professional designation in wealth management.
- Working in the financial sector since 2011, Marie-Pier works with the wealth management team to provide strategies that optimise all aspects of financial planning.
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Julien Landry, BBA
Associate Wealth Management Advisor
T 418-721-2668
Languages: French, English
- Julien has been working for Desjardins Group since 2008.
- He has a BA in business administration with a concentration in financial services from Université du Québec à Rimouski (Lévis campus).
- He has over 15 years' experience in finance and works with our team's wealth managers.
- For him, the key to success is the ability to gain trust and build rapport with his clients and to get to know them better.
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Marie-Hélène Lacroix, MBA, LL.B., LL.L
Associate Wealth Management Advisor
T 418-721-2668
Languages: French, English
- Marie-Hélène joined our team in August 2021 with over 20 years of experience in the financial services and business financing sector.
- She is responsible for supporting our team's wealth management and portfolio management leaders.
- She has a law degree from Université de Montréal, a master's degree in law and a master's in business administration from McGill University.
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Maxime Lévesque, BBA
Associate Wealth Management Advisor
T 418-721-2668
Languages: French
- Maxime has a bachelor's degree in business administration with a specialization in accounting from the Université de Sherbrooke. He's also a chartered professional accountant (CPA).
- He puts his experience in different accounting firms to use by managing our relationships with accountants and he supports clients with their investment strategies.
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Catherine Lord,
Assistant Wealth Management Advisor
T 418-721-2668
Languages: French, English
- Catherine has been employed by Desjardins Group since 2009 and has provided leading support to the portfolio and senior wealth managers, as well as communications and community involvement.
- She is passionate about communications, human relations and customer service and contributes to the team's community outreach.
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Francine Boulet, B.A.
Wealth Management Associate
T 418-721-2668
Languages: French, English
- Francine joined the team in 2012.
- With over 35 years of experience in customer service, she is the backbone of our team. Client satisfaction is her priority.
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Mélinda Rioux, B.Sc.
Wealth Management Associate
T 418-721-2668
Languages: French
- Mélinda holds a bachelor's degree in actuarial science from Université Laval and joined Ouellet Bolduc Group in October 2015.
- She carries out portfolio management transactions and closely monitors our clients' accounts.
- She participates in the continuous improvement of our processes and tools and provides support to all team members.
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Francesca Caron,
Wealth Management Assistant
T 418-721-2668
Languages: French
- Francesca joined the team in April 2022.
- She has a strong background in customer service and supports the administration and client services department.
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Émile Brunet, BBA
Wealth Management Assistant
T 418-721-2668
Languages: French
- Émile recently received a bachelor of business administration from Université de Sherbrook
- He officially joined the Ouellet Bolduc Group in September 2022, after completing two internships with the team in May 2021.
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Karelle Côté,
Wealth Management Assistant
T 418-721-2668
Languages: French
- Karelle joined Ouellet Bolduc Group in March 2020.
- She has over 11 years of customer service experience.
- Dedicated and caring, client well-being is a her top priority
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Alexandre Michaud, BBA
Associate Wealth Management Advisor
T 418-721-2668
Languages: French
- Alexandre has a bachelor of business administration from the University of Ottawa.
- Employed by Desjardins Group since 2012, he shares his knowledge of financial services by working with the wealth management team and helping clients with their investment strategies.
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Bernard Morin, BBA
Associate Wealth Management Advisor
T 514-876-1441
Languages: French, English
- Bernard has more than 28 years of experience in the financial sector. He joined Desjardins Group in 1997, where he was a financial planner for 20 years and a Desjardins Securities investment advisor for 2 years. Bernard joined the Ouellet Bolduc Group in March 2023.
- Bernard has a bachelor of business administration with a specialization in finance from Université Laval in Quebec City. He's also certified by the Institut québecois de planification financière.
- His extensive experience and insightful advice enable him to build strong, trusting relationships with his clients and to support them in achieving their financial goals.
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Andrée-Anne Rioux,
Wealth Management Assistant
T 418-721-2668
Languages: French
- Andrée-Anne has worked in administration for several years, where she stands out as an adaptable problem-solver.
- Through her experience, she is able to respond to the needs of a diverse clientele.
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Anne-Marie Sirois,
Wealth Management Assistant
T 418-721-2668
Languages: French
- Anne-Marie has been with the team since 2019.
- She assists the advisors by providing impeccable customer service when opening accounts and conducting any administrative follow-up required.
- Anne-Marie has a background in teaching, which she uses to help train new hires and improve our processes.
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Karen Vallières,
Wealth Management Assistant
T 418-721-2668 ext. 5031425
Languages: French
- Karen started with Desjardins Group at Caisse Desjardins de Sayabec as a teller.
- After the merger with Caisse Desjardins Vallée de la Matapédia, she accepted a position as a member services agent. She occupied that position for 5 years before becoming a financial services agent until March 2022.
- She joined Groupe Ouellet Bolduc on April 4, 2022, as a wealth management assistant.
Location
Desjardins Securities at Rimouski
180 des Gouverneurs
Suite 301
Rimouski (Québec)
G5L 8G1
418-721-2668 Toll-free : 1-888-833-8133Fax : 418-721-5617
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