Anne Bédard

• Member of the CPA and CGA orders
• Bachelor’s degree in Business Administration (accounting option) from the University of Sherbrooke
• Canadian Securities course and Wealth Management Essentials course

Before joining Desjardins Securities in 2001, Dominic worked at an accounting firm and also as a financial analyst at the Centre d’aide aux entreprises in Granby.

With his academic background and vast experience in accounting, Dominic provides comprehensive wealth management support to all of his clients.

Areas of expertise

• Accounting
• Extensive experience helping individuals and business owners analyze their needs and develop service offers

• Bachelor's degree in Business Administration
• Certificate in financial planning
• Canadian Securities course and Wealth Management Essentials course

With more than 24 years of experience in financial services, Audrey started her career in 1997 as a financial planner and credit advisor. She joined Desjardins Group in 2003 and worked at Caisse populaire Desjardins de Farnham and Caisse Desjardins de Marieville–Rougemont. Audrey uses her expertise and extensive experience to support clients in all areas of financial planning, including investment, retirement, taxation and estate planning.

Areas of expertise

• Advisory services for individuals and business owners
• Development of highly personalized integrated service offers

• Bachelor’s degree in Business Administration (finance option) from the University of Sherbrooke
• Canadian Securities course and Wealth Management Essentials course
• Investment Manager course

Philippe began his career with Desjardins Group in 2004 and joined Desjardins Securities in 2010. His academic training and wide-ranging experience in portfolio management give him a clear, critical view of the capital markets. Philippe is an excellent communicator who can explain complex ideas in simple terms. He provides clients with valuable advice and guides them toward sound portfolio management.

 Areas of expertise

• Investment management and strategies based on changing market conditions
• Comprehensive assessment of each client’s financial situation

• Completed the Canadian Securities Course and the Conduct and Practices Handbook Course.

Vicky joined the Morin-Dufour-Denicourt Team in April 2024, after working at Desjardins as a financial services agent. She has several years of experience in management and human resources. Her experience and professionalism are valuable assets that improve our clients' experience.

Specific skills

• Solid experience in administrative and HR management

• Canadian Securities course and Conduct and Practices Handbook course

With more than 20 years of experience at Desjardins Securities, Julie Paquette provides valuable support to the entire Morin-Dufour-Denicourt Team. She also provides efficient, friendly service to our clients.

Areas of expertise

• Extensive knowledge of transaction and follow-up tools
• Rigorous application of procedures

Stéphanie joined the Morin-Dufour-Denicourt team in February 2022, contributing her support and expertise to further strengthen a well-established team.

She sees to the day to day management of administrative services, making sure that you always have a pleasant experience.

She's been a part of Desjardins Group since 2019, where she worked as a teller and reception agent at the Caisse de Granby–Haute-Yamaska.

• Canadian Securities course and Conduct and Practices Handbook course

Chantal has worked in finance at Desjardins for over 28 years. She earned her Attestation of College Studies in financial services in 1996.

Chantal joined the Morin-Dufour-Denicourt Team in October 2018. With her strong work ethic and dedication to providing expert customer service, she’s a great fit for the team.

Areas of expertise

• Exceptional customer service
• Efficiency and rigorous follow-up

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 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.

Collaborator | Desjardins Trust Inc.

Catherine has a bachelor of business administration in finance from Université de Sherbrooke, a certificate in financial planning from Université du Québec à Montréal and a diploma from the Institute of Financial Planning. A dedicated, enthusiastic professional and active listener, she excels at complex financial planning for entrepreneurs. Her mission is to offer made-to-measure solutions that make members' and clients' lives easier and help them achieve their financial goals.

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.

Collaborator | Desjardins Trust Inc.

Audréanne Leblanc has a bachelor's degree in financial services from Université Laval and a master's degree in tax law from HEC Montréal. She has 10 years of experience in the financial industry. Before joining Desjardins as a financial planner, she worked as a tax advisor in an accounting firm in addition to working with various institutions that operate in the fields of financial planning and taxation.

Collaborator | Desjardins Trust Inc.

Vincent Sigouin-Marquis holds a bachelor's degree with a double major in applied economics and finance from HEC Montréal. He has held a number of roles within Desjardins. After completing his master's degree in taxation, he joined an accounting firm and refined his expertise by accepting tax consulting mandates and compliance projects. He's been working in the Financial Planning Services Department since 2022. He helps high-net-worth clients set up a clear plan that reflects their wishes and guides them towards their goals.

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 | Desjardins Securities Financial services inc.

Laurent has a financial planner designation and a bachelor's degree in economic science from the Université de Sherbrooke. He has also worked as a financial security advisor in 2012 for the SFL network. In 2015, he joined Desjardins Financial Security (DFS) as a consultant and became a regional business development manager in 2017. In 2019, he continued his career at DFS in Vancouver, still as a regional sales director. Bringing back to Quebec in 2022, he took on the role of interim manager for the Product and Concept Expertise team at Desjardins Financial Security in Montreal, then joined Desjardins Securities Financial Services Firm to support Desjardins Securities' mass-affluent and high-net-worth clients.

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.