Alain Joseph, BSc Economics

Dany has been a financial services professional since 1986, with the last 14 years as a financial planner with Desjardins Group. He has a degree in business administration from the Université de Sherbrooke and holds the financial planner designation issued by the Institut québécois de planification financière (IQPF). In 2013, he completed the Wealth Management Essentials course from the Canadian Securities Institute. His experience and expertise with mass affluent and high net worth clients, such as business owners, farmers and professionals, allow him to offer an integrated and structured wealth management approach.

Training

Mr. Nadeau holds a bachelor’s degree in finance from the Université de Sherbrooke and is an IQPF-accredited certified financial planner. He puts his background and training to work analyzing every aspect of a client’s financial situation before developing a personalized action plan and consulting specialists, when needed.

Mr. Nadeau has also completed two graduate diploma programs in transformation management from Université Laval. The programs are focused on leadership, strategy and communication.

Career

Mr. Nadeau brings 14 years of experience in finance and investment to the Joseph/Nadeau team and his role as an investment advisor.

Prior to joining Desjardins Securities, he spent six years as a business development manager in the Desjardins caisse network, and six years as a financial planner and speaker.

Mr. Nadeau handles client needs with a comprehensive, straightforward and personal approach. His goal is to build solid and trusting relationships with his clients so he is the first person they turn to for financial advice.

With Desjardins Group since 2007, Vicky has held various administrative and customer service positions within the caisse network. Her career path has allowed her to perfect her knowledge in the financial field.

Meticulous, passionate and attentive to the needs of our customers, she offers a courteous and efficient service.

Ms. Ruel has a financial planning certificate from Université TÉLUQ.

Since joining Desjardins in 2002, she has gained a wealth of financial knowledge working as a personal finance advisor and wealth management advisor in the caisse network.

Ms. Ruel provides outstanding customer service tailored to the needs of each of her clients.

Collaborator | Desjardins Securities Inc.

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.

Collaborators | Desjardins Securities Financial services inc.

Réal joined the Desjardins Insurance team in 2003. He specializes in life and health insurance for Desjardins's mass-affluent members. Thanks to his personalized approach, he's made his mark more than 15 times as one of Quebec's top-performing financial security advisors. A businessman at heart, Réal understands the reality of entrepreneurs in the commercial, real estate and agricultural sectors. He's also a manager in sales and clients service, and he's firmly focused on reaching his clients' goals.