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Yanick Verreault, BBA, CIM®

Portfolio Manager, Wealth Manager

T 819-824-2266

Languages: French, English

Biography

Mr. Verreault has been a Wealth Manager at Desjardins Securities since 2000. He holds a bachelor’s degree in finance from the Université du Québec en Abitibi-Témiscamingue (UQAT) and has a passion for financial markets.

His solid knowledge and comprehensive understanding of markets are major assets in establishing a customized investment strategy. His selective approach to investment enables him to base his recommendations on concrete and tangible facts.

Verreault-Lapointe Team accréditation excellence

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.

Mission

Being your trusted financial partner, offering you objective financial solutions and helping you achieve outstanding results.

Investment Philosophy

We believe top-quality stocks are the best source of long-term growth. This is why we follow a rigorous investment process to identify the best buying opportunities in the short, medium and long term, seeking to minimize risk.

What sets us apart

We take full care of our clients’ financial wealth. We provide our clients with made-to-measure guidance in asset allocation and stock selection.

Values

  • Integrity 
  • Rigour
  • Respect

Service Offer

  • Investment management: We have three model stock portfolios, one each for Canadian, U.S. and global equities.
  • Management of mutual funds.
  • Discretionary management in the Darwin program.
  • Private management with various fund operators (Fidelity, Manulife, CI, etc.)
  • Full financial planning1.
  • Full range of accounts: cash, U.S, RRSP, RRIF, LIRA, LIF, IPP, RESP.
  1. Through Desjardins Securities Financial Services or the Caisse network. Return to footnote 1 referrer

Biographies of my colleagues

  • Kevin Dulong-Lapointe, BBA, CIM®, F. Pl

    Portfolio Manager, Wealth Manager

    T 819-824-2266

    Languages: French, English

    Mr. Dulong-Lapointe holds a bachelor’s degree in finance from the Université du Québec en Abitibi-Témiscamingue (UQAT) and has won scholarships for academic excellence. He is a financial planner and has been working in the financial industry since 2005. He joined our team in 2015.

    Kevin is an enthusiastic, client-oriented professional who prides himself on providing personalized financial planning advice to help our members and clients achieve their financial goals.

     

  • Nathalie Bolduc,

    Assistant Wealth Management Advisor

    T 819-824-2266

    Languages: French, English

    Nathalie Bolduc joined Desjardins Securities in 2008. She has an accounting certificate and a solid background in financial services. She provides attentive service to meet our clients' needs, thanks to her excellent listening skills and ability to wear many hats. Her role is to support managers in their day-to-day activities by following up on operational activities.

  • Kathlyn Rompré,

    Wealth Management Associate

    T 819-824-2266

    Languages: French, English

    Kathlyn Rompré has been with Desjardins for over 12 years, joining Desjardins Securities in 2021. She has a certificate in administration.

    She is organized and detail-oriented, and carries out portfolio management transactions and closely monitors our clients' accounts.

Location

Desjardins Securities at Val-d'Or

450 3e Avenue
Suite 201
Val-d'Or (Québec) J9P 1S2

819-824-2266 Toll-free : 1-800-819-2266Fax : 819-824-5427

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