Andrée Couture, F. Pl

Wealth management has been Mr. Soucy's passion since 2004. After earning a bachelor's degree in accounting at the Université de Sherbrooke, he specialized in finance and in particular portfolio management. While working on a number of family trusts, he gained expertise in wealth management and business transfers, as well as in personal and corporate taxation. For the past few years, Mr. Soucy has focused on his role as Investment Advisor and Portfolio Manager.

Over the years, he has developed a holistic and family approach to wealth management, which benefits his clients. As an active resident of Bromont, he puts a great deal of energy into his community work.

Mr. Johnston has worked in finance since 1981. He earned a certificate as Associate of the Institute of Canadian Bankers at Concordia University. Designated a Chartered Investment Manager (CIM^®), he was director of personal banking services at Canada's largest chartered bank. In the securities industry since 1993, he held the position of Vice-President and Branch Manager with national brokerage firms before joining Desjardins Securities.

Mr. Johnston goes above and beyond for his clients. Available and committed, he ensures ongoing professional monitoring of all files entrusted to him. He lives in Cowansville and is very active in all of the regions he serves.

Mr. Johnston is also active in his community. He is Vice-President and founding member of the board of directors of the Au Diapason Palliative Care Foundation, and helps to organize several fundraising events for the organization and many others. In this role, he was honoured twice by Desjardins Securities for his community involvement and was a finalist for the prestigious Top des leaders de l'industrie financière, in the category Implication sociale de Finance investissement.

Mr. Deland holds a bachelor of business administration and has earned the financial planner designation. He's been working in the field of investments since 2002. Prior to joining the Desjardins Securities team in 2022, he worked for over 15 years at a Desjardins caisse in the Brome-Missisquoi region.

Mr. Deland can help you find the right tax and financial strategies for your situation. He's a good listener who is thorough and detail-oriented. He's committed to building a relationship of trust and helping you achieve your personal and financial goals.

A Farnham resident since 2008, Mr. Deland is actively involved in his community. He enjoys travel and hockey and, of course, everything finance! He makes a point of staying up to date on all the latest financial news and takes every opportunity he can to learn more to keep pace with industry best practices and trends.

Ms. Boulet has worked for Desjardins since 2005 and has extensive knowledge of the financial sector. She was first hired for customer service and then worked as an asset management assistant and wealth management advisor at Caisse Desjardins de Bedford. Her rigour and sound organization skills are put to good use as she provides administrative support to the team.

A resident of Dunham, she knows the area well and is involved in various local organizations.

Ms. Vermette earned a bachelor's degree in Industrial Relations from Université Laval and has been working in the securities field since 1990 (Midland Walwyn, Merrill Lynch, CIBC Wood Gundy, Desjardins Securities) as an assistant to advisors.

Resident of Cowansville, she joined the Johnston Soucy Couture Advisory Group in 1993 and has provided outstanding customer service since that time. Passionate about sports, she competes provincially and nationally in horse riding and volunteers at many equestrian events.

Ms. Bergeron is a resident of Farnham and has worked at Desjardins Securities since 1996 in the roles of associate advisor and branch coordinator. Her extensive knowledge in securities contributes to the attentive, professional service she gives to all our clients and partners.

As an associate advisor on the team, she handles quality control for our services and organizes events and transactional aspects. She's focused, detail-oriented and efficient─a significant asset to our group.  

Since she began in securities in 1985, Ms. Bédard has worked at many leading institutions (Midland Walwyn, National Bank Financial, Raymond James and Desjardins Securities). She has held various positions, including branch coordinator and assistant to advisors.

Resident of Cowansville, she enjoys tackling challenges and working with our clients. Her pleasant manner and attention to detail are indispensable assets to our team.

Sandra joined Desjardins Securities in 2023, having gained experience in client services from her time in the pharmaceutical industry in the Granby region.

She's responsible for booking appointments and other administrative tasks for our team.

Always eager to learn more, Sandra recently started the Canadian Securities Course (CSC^®).

Caring and attentive, she always puts our clients' best interests first.

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.

Collaborator | Desjardins Trust Inc.

Patricia Girard has a bachelor's degree in international politics from the University of Ottawa. She has also completed financial planning training in the management sciences department at UQAM as well as several courses offered as part of the master's program in taxation at Université de Sherbrooke. After serving as a regional financial planner and manager of retirement investment development for a financial institution, she now supports Desjardins Securities' high and very-high net worth clients, whose complex situations require extensive research, in a partnership with the firm's wealth managers.

Collaborators | 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.

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.

Collaborators | Wealth Management

Jérôme Dostie-Bourgault

A lawyer by trade for over 10 years, Jérôme specialized in international taxation with a global professional services firm. He quickly turned his attention to individuals facing challenges abroad—particularly in the United States—whether in business or not.

Mathieu Pelletier

Mathieu has a master's degree in taxation and has been working as a tax specialist since 2016 after many years as a financial planner at Desjardins. 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.

Stéphane Thibault

Stéphane is a chartered professional accountant with a master's degree in tax law. Over the last 15 years, he's gained solid expertise in Canadian and Quebec taxation. He developed in-depth knowledge of tax rules for individuals and businesses, as well as investment, savings and retirement vehicles.