Catherine Tremblay, F. Pl

• Chartered Financial Analyst of the CFA Institute
• Master's degree in finance from Université de Sherbrooke

Vincent Morin is a hard-working and disciplined securities professional. He's known for being a team player with strong interpersonal skills and a commitment to speaking clearly and openly. He's talented at breaking down complex concepts and putting them into plain language for his clients, making it easier for them to understand securities and investments.

Vincent is also involved in his community, holding seminars on a wide variety of economic and market-related topics each year. His abilities and in-depth understanding of the markets and economy help him educate and connect with his clients and community; building strong relationships is very important to him.

• Holds the Financial Planner (F.Pl.) designation from the Institut québecois de planification financière (IQPF)
• With Desjardins for over 20 years

Christian Letarte is an excellent wealth manager and a highly effective financial planner thanks to his vast expertise in finance and excellent relationship-building skills. A great listener, he demonstrates empathy and skillfully identifies his clients' needs.

In retirement planning, Christian leverages his expert knowledge and offers an approach based on integrity and rigour.

Christian's skilled approach and his many years of experience are valuable assets that help us identify, monitor and achieve our clients' financial goals.

Responsibilities

• Retirement projection
• Investment management
• Periodic portfolio monitoring

Michaël has always been interested in finance and investments, and he puts that enthusiasm to good use as an advisor assistant for the team. He's a polite, friendly and approachable young man.

Thanks to his recent experience in customer service, he's developed a personalized approach that focuses on client satisfaction and support with whatever they need.

He's efficient, disciplined and proactive with just one goal: assisting you!

With several years of experience in the real estate and business sectors, Catherine stands out for her empathy and ability to pin down her clients' needs.

Leveraging her education and broad experience in diverse fields, she will bring value and knowledge to our clients.

Her role will be to assist the wealth managers with administrative tasks and to proactively engage with our clients.

Joanie joined Desjardins in 2017 and has been working in administration ever since. Her structured and people-focused approach offers clients proactive, rigorous and professional service.

Administrative planning and initiative are key assets she brings to the Tremblay-Morin-Letarte team. Her charming personality and expertise provide much appreciated support to the team in terms of client satisfaction and maintaining trust.

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.

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.