Yves Bougie

Wealth Manager

T 450-582-5333

Languages: French, English

Biography

Yves is in charge of developing an affluent and wealthy client base. His dynamism and passion make him a specialist who is highly appreciated by this clientele. His role on the team is business development and investor relations.

Over 21 years of experience with Desjardins
Has worked as a business development director for the online brokerage and full-service brokerage divisions

Bonenfant/Bougie Team

Team web site

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.

We offer you efficient and professional care in every aspect of your finances:

investment, credit^{Footnote 1}, taxation, insurance coverage^{Footnote 1}, retirement and succession. Our actions are based on integrity, trust and skill: these are the values that guide us.

Mission

Our mission is to develop a special relationship with our clients and to become their sole reference in any decision regarding their financial wealth.

Investment Philosophy

Our investment philosophy relies on a long-term approach aimed at targeting companies that, like fine wines, will improve more over the years.

Values

The clients’ interest

Our clients’ success is our priority, and our success is based on our ability to anticipate and satisfy their needs.

Teamwork   

We put the complementarity of our multidisciplinary team’s talent to work in providing each of our clients with customized services to fit his or her needs.

Discipline

A structured process is essential in enabling us to select stocks and optimize portfolio management at every market phase. Continuous application of this method significantly raises the likelihood of your financial goals being fulfilled.

Service Offer

We provide efficient and professional care of every aspect of your finances: investment, credit, tax matters, insurance coverage^{Footnote 1}, retirement and succession.

Benefit from made-to-measure service that meets your expectations, putting the talents of every member of our team to work. Based on meticulous analysis of your needs and your financial position, we develop a comprehensive plan aimed at facilitating fulfilment of your goals.

Notes

Through Desjardins Securities Financial Services or the Caisse network.

Biographies of my colleagues

Hugo Bonenfant, BBA, CIM^®, F. Pl

Portfolio Manager, Senior Wealth Manager

T 450-582-6646

Languages: French, English

Linkedin
Hugo Bonenfant is known for his dynamism and versatility, making him a qualified specialist who is highly appreciated by his clients and peers.
- Bachelor's degree in business administration
- Financial planner and Chartered Investment Manager designations
- Over 20 years of experience
- With Desjardins Securities since 2002
- Portfolio manager since 2008
Full details
Josianne Asselin, BBA, F. Pl

Wealth Manager

T 450-582-7528 ext. 5031374

Languages: French
Josianne’s skill set, her dedication to clients and her experience with high-net-worth families make her an undeniable asset to our team.
- Bachelor’s degree in business administration
- Over 22 years of experience with Desjardins
- Certified financial planner
Full details
Véronique Deshaies, BBA, F. Pl

Associate Wealth Management Advisor

T 450-582-8707

Languages: French
Véronique began her career in 1999 and joined Desjardins as a financial planner in 2003. Her role is to coordinate the implementation of your financial plan, in collaboration with all our Desjardins Group partners.
- Bachelor's degree in business administration
- Certificate in supervision from HEC Montréal
- Certified financial planner since 2001
- Over 20 years of experience
Justin Beaudoin, BBA

Associate Wealth Management Advisor

T 450-582-5665

Languages: French
Justin joined Desjardins in 2017 after obtaining his bachelor's degree in administration. His role on the team is to conduct annual portfolio reviews, in addition to supporting operations.
- Bachelor's degree in business administration
- Certificate in financial planning from UQAM
Magalie Gagnon,

Wealth Management Associate

T 450-582-8537

Languages: French, English
Professional and dynamic, Magalie handles administrative matters and ensures that requests from our clients are answered quickly and efficiently.
- Over 20 years of experience
- On the team since 2000
Natalie Gauthier,

Wealth Management Associate

T 450-742-0067

Languages: French
Natalie takes care of customer service and administration. Her extensive experience in the field is one of our team's great strengths.
- More than 20 years of experience
- Team member since 2022
Simon Riopel,

Wealth Management Associate

T 450-582-8476

Languages: French, English
Simon's rigour and creativity make his work vital for our team and enrich the client experience.
- More than 18 years of experience
- On the team since 2008
Sophie Wistaff,

Wealth Management Assistant

T 450-582-7528

Languages: French
Sophie takes care of customer service and administration. The knowledge she's gained over the years at Desjardins make her an indispensable resource for our team.
- More than 25 years of experience
- With Desjardins since 1998
Alain Chevalier, MBA, F. Pl

Business Transfer Coach

Languages: French, English

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.
Hany Malek, BBA, F. Pl

Financial Planner

Languages: French, English

Collaborator | Desjardins Trust Inc.

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.
Équipe de notaires,

Languages: French, English

Collaborators | Desjardins Wealth Management

ANNE-MARIE FOURNIER

Anne-Marie Fournier is a financial planner and notary. She currently serves as a senior estate planning advisor at 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.
Sonia Jolette,

Financial Security Advisor

Languages: French, English

Collaborators | Desjardins Securities Financial services inc.

Sonia has over 27 years of experience in the financial industry, including several years as a partner in her own financial services firm, creating and developing a high-quality brokerage services. Sonia has been with Desjardins since 2013 and continues her mission of implementing financial strategies aimed at protecting and maximizing the wealth of her clients. Serving clients stand out from her listening skills, expertise and disciplined approach, providing tailored solutions that address their needs and concerns. Sonia leverages her skills, professionalism, professionalism and authenticity to put client first in her recommendations.