William Bonin, BBA

After earning his degree in administration from Cégep de Trois-Rivières, Philip Goyette held several positions before joining the Desjardins Securities team in June 2002. He has more than 20 years of experience working for the organization, giving him extensive expertise with entrepreneurs and business people.

Although known for his in-depth knowledge of tax shelters and meticulous portfolio management skills, it's undoubtedly his human side and interpersonal skills that have made his long-standing clients so loyal.

Alain has more than 15 years of experience supporting entrepreneurs. He has helped establish dozens of cooperatives in different regions across Quebec and used his expertise to serve more than 500 entrepreneurs in the process of transferring their business.

He works with all types of transfers—family, internal, external and collective—relating to businesses of all sizes and in a wide range of business sectors.

He's known for his analytical skills and his ability to synthesize, and he is passionate about business development and the work of entrepreneurs. A relationship of trust is at the heart of all of his projects.

Hany Malek has a master's degree in management from the Institut Supérieur Européen de Gestion in Strasbourg (2003) and has graduated from the Institut québecois de planification financière (IQPF). He's been working in the financial industry for 20 years, including nearly 18 years as a financial planner in wealth management. He uses a rigorous and high-quality approach to help clients reach their financial goals.

Amandine has completed studies in notarial law in both France and Quebec and is a senior estate planning advisor at Desjardins Wealth Management. With this combined educational background, she is able to cover a wide range of matters on both sides of the Atlantic Ocean. She thus brings particular value to the team in providing support to clients whose estate matters present foreign elements. Since she began her career in 2005, she's gained solid experience working with notarial firms of all sizes in the north of France, in Paris, and in Montreal. In addition to her real estate files and her interest in the law of co-ownership, she's always had a particular interest in family law. Working with her clients to prevent life's challenges is very important to her. She's enthusiastic and loves communicating her ideas and thoughts. She always puts people first.

Claude has over 30 years of experience in the financial services industry, including several years with Desjardins Securities Financial Services. He holds a degree from HEC Montréal in business management and Université Laval in financial planning. As a financial security advisor, he's also a certified financial planner and life and health insurer. Early on, he focused his professional practice on identifying the financial needs of high-net-worth clients and mastering the tools to solve estate problems. 

Mathieu has a master's degree in taxation and has been working as a tax specialist since 2016. This was a new chapter in his career, as in 2015 he began studying to specialize in this field following a 7-year stint with Desjardins as a financial planner. Prior to working at Desjardins, he worked in life and health insurance.

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. Since moving to the financial services industry, Mathieu has been assisting a wide range of members who are preparing for retirement or are retired.