Daniel Ouellet, BBA, CIM^®

• Jonathan has worked in the securities industry since 2000, after 2 years in the corporate finance sector.
• His vast knowledge and business relationships with local professionals serve him well in his role of business development leader. Jonathan is also responsible for team coordination and outreach.

• Vincent has been with Desjardins Securities since the Rimouski office opened in 1997
• Since 2011, Vincent has focused on business process optimization and client presentations

• With over 20 years of experience as a dentist and dental clinic manager, Sébastien made the leap into the financial sector and joined our team in 2016.
• His experience as a manager and business owner helps him understand the reality of entrepreneurs, whether or not they are in the healthcare industry.
• A proud ambassador for our team in Quebec City, Sébastien enjoys sharing his knowledge of the financial world and promoting our group's expertise to his network of contacts across Quebec.

• Sébastien has been with Desjardins Group since 2001, and has been an investment advisor with Desjardins Securities since 2014. He joined the Ouellet-Bolduc Group in March 2019.
• He's a graduate of the Université du Québec à Rimouski and has earned the title of financial planner.
• He is in charge of business development for the Matapédia and Gaspésie regions and provides our clients with sound financial planning advice and close monitoring.

•  Jean-Sébastien joined the team in February 2016 and is responsible for the financial planning and wealth management department.
• Jean-Sébastien holds a bachelor’s degree in business administration and a master’s degree in project management from the Université du Québec à Rimouski. He also holds the Certified International Wealth Manager (CIWM) designation, recognized worldwide as a leading professional designation in wealth management.

• Has been with Desjardins Securities since 2012 and joined the Ouellet-Bolduc Group in March 2019.
• Has a BA in business administration with a concentration in financial services from Université du Québec à Rimouski (Lévis campus).
• Can provide effective support to our clients, thanks to his experience and professionalism.

• Rafael joined the team in 2013
• He puts his experience in securities to good use in his online portfolio management work

• Marie-Pier holds a bachelor's degree in business administration with a concentration in financial services from Université du Québec à Rimouski and is a graduate of the Institut québécois de planification financière. She also earned the title of Certified International Wealth Manager, which is recognized around the world as a top professional designation in wealth management.
• Working in the financial sector since 2011, Marie-Pier works with the wealth management team to provide strategies that optimise all aspects of financial planning.

• Julien has been working for Desjardins Group since 2008.
• He has a BA in business administration with a concentration in financial services from Université du Québec à Rimouski (Lévis campus).
• He has over 15 years' experience in finance and works with our team's wealth managers.
• For him, the key to success is the ability to gain trust and build rapport with his clients and to get to know them better.

• Marie-Hélène joined our team in August 2021 with over 20 years of experience in the financial services and business financing sector.
• She is responsible for supporting our team's wealth management and portfolio management leaders.
• She has a law degree from Université de Montréal, a master's degree in law and a master's in business administration from McGill University.

• Maxime has a bachelor's degree in business administration with a specialization in accounting from the Université de Sherbrooke. He's also a chartered professional accountant (CPA).
• He puts his experience in different accounting firms to use by managing our relationships with accountants and he supports clients with their investment strategies.

• Alexandre has a bachelor of business administration from the University of Ottawa.
• Employed by Desjardins Group since 2012, he shares his knowledge of financial services by working with the wealth management team and helping clients with their investment strategies.

• Bernard has more than 28 years of experience in the financial sector. He joined Desjardins Group in 1997, where he was a financial planner for 20 years and a Desjardins Securities investment advisor for 2 years. Bernard joined the Ouellet Bolduc Group in March 2023.
• Bernard has a bachelor of business administration with a specialization in finance from Université Laval in Quebec City. He's also certified by the Institut québecois de planification financière.
• His extensive experience and insightful advice enable him to build strong, trusting relationships with his clients and to support them in achieving their financial goals.

• Jean-François has a bachelor of business administration with a specialization in finance from Université Laval. Since March 1999, he's also been certified by the Institut québécois de planification financière. He holds a Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute as well.

• An employee of Desjardins Group since 1996, Jean-François has 27 years of experience in the finance sector. In his role as financial planner, he has been applying his expertise for the benefit of a diverse range of clients. With Desjardins Securities since 2020, he joined the Ouellet Bolduc Group in January 2024.

• His extensive experience and expert advice enable him to build strong, trusting relationships with his clients and support them in achieving their financial goals

• Catherine has been employed by Desjardins Group since 2009 and has provided leading support to the portfolio and senior wealth managers, as well as communications and community involvement.
• She is passionate about communications, human relations and customer service and contributes to the team's community outreach.

• Mélinda holds a bachelor's degree in actuarial science from Université Laval and joined Ouellet Bolduc Group in October 2015.
• She carries out portfolio management transactions and closely monitors our clients' accounts.
• She participates in the continuous improvement of our processes and tools and provides support to all team members.

• Anne-Marie has been with the team since 2019.
• She assists the advisors by providing impeccable customer service when opening accounts and conducting any administrative follow-up required.
• Anne-Marie has a background in teaching, which she uses to help train new hires and improve our processes.

• Karelle joined Ouellet Bolduc Group in March 2020.
• She has over 11 years of customer service experience.
• Dedicated and caring, client well-being is a her top priority

• Émile recently received a bachelor of business administration from Université de Sherbrook
• He officially joined the Ouellet Bolduc Group in September 2022, after completing two internships with the team in May 2021.

• Francesca joined the team in April 2022.
• She has a strong background in customer service and supports the administration and client services department.

• Karen started with Desjardins Group at Caisse Desjardins de Sayabec as a teller.
• After the merger with Caisse Desjardins Vallée de la Matapédia, she accepted a position as a member services agent. She occupied that position for 5 years before becoming a financial services agent until March 2022.
• She joined Groupe Ouellet Bolduc on April 4, 2022, as a wealth management assistant.

• Andrée-Anne has worked in administration for several years, where she stands out as an adaptable problem-solver.
• Through her experience, she is able to respond to the needs of a diverse clientele.

• With over 15 years of experience in customer service and auditing, Annie's approach is human, authentic and proactive.
• Her ability to work in a structured and legislated environment is an asset to our team. She is also recognized for her rigor and professionalism.

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 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.

Jeffrey has a bachelor's degree in accounting and an MBA in financial planning. He's been a financial security advisor with a major Canadian insurer for more than seven years. His clients appreciate being clear in their explanations and following up. Jeffrey is very thorough when it comes to optimizing a strategy. He's well versed in tax matters.

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.