Daniel Poulin, BBA, FCSI^®, CIM^®, F. Pl

Wealth Manager

T 819-357-5220 ext. 5031233

Languages: French

Biography

Mr. Poulin has a bachelor's degree in finance from Université du Québec à Montréal and is a financial planner. He is also a Chartered Investment Manager (CIM ®) and a Fellow of CSI (FCSI ®), the highest honour and credential in the Canadian financial services industry. He has more than 24 years of experience in the financial services industry. He stands out for his innovative investment solutions and for his wealth management offer, which covers all clients’ needs.

He is the father of a 10-year-old, loves cooking and wine. He's also a big sports fan who plays tennis, hockey and loves to ski.

Houle Poulin Team

Driven by your financial goals and inspired by your life plans, our team members excel every day to meet your needs and expectations.
We're a team of wealth management specialists who mainly offer our services in Montreal and the Montérégie region. We offer a comprehensive and personalized wealth management offer.

Support on a human scale
We manage more than $525 million in assets for professionals, entrepreneurs, farmers, high-income earners, management companies and foundations.

Our clients’ personal objectives guide our decisions and the delivery of services

Mission

To be our clients’ main partner of trust and to build relationships with them and their families to become the point of reference for their wealth management decisions.

Investment Philosophy

Our philosophy is based on our ability to pair world-renowned managers with strategies for absolute returns that are not correlated with the markets, with the goal of generating consistent, long-term performance for our clients.

What sets us apart

We use our expertise to benefit entrepreneurs and their families through a flexible approach and an offer that combines retirement planning, intergenerational wealth transfer, protection and optimization of tax strategies.

Values

These values shaped our team's identity: a caring team that listens to your needs and is fully dedicated to your financial and life goals.

Simplicity – Ability to explain and adapt to clients' realities.

Accessibility – We are available to our clients and serve as their main point of contact for all their financial needs.

Positiveness - Thanks to our positive energy, we've developed an impressive network of contacts and are able to maintain a climate of trust with our clients.

Modernity – Keeping up with new trends in finance and communications.

Service Offer

Comprehensive wealth management services
Our products and services are designed to meet all of your wealth management needs when they arise: investments, financial planning, specialized services, banking services, insurance and financing. We work with our specialists or yours to make sure every aspect of your financial life is covered.

Biographies of my colleagues

Jesse Houle, BBA, F. Pl

Wealth Manager, Financial Planner

T 819-357-5236 ext. 5031228

Languages: French, English

Mr. Houle has a bachelor's degree in finance from Université du Québec à Trois-Rivières (UQTR) and the title of financial planner. He has held the position of financial planner and wealth management account manager for Desjardins Signature Service. He's known for his ability to provide top-notch clients service and a personalized wealth management offer that meets client expectations.

A father of 2 kids, he loves golfing, hockey, evenings with friends and good food.

Full details
Marie-Claude Poulin,

Associate Wealth Management Advisor

T 819-751-5110

Languages: French

Nathalie has a diploma in administrative techniques, with a finance background. She has over 19 years of experience with Desjardins Securities. She has held the positions of assistant and branch coordinator and has been an associate advisor since 2015.

A mom of 2 teenagers, she loves sports, especially volleyball. She loves evenings with friends and taking care of those around her.
Trécy Mercier,

Wealth Management Assistant

Languages: French, English

Ms. Mercier has 3 years of experience in client services and management at Desjardins.

She stands out for the quality of her work. She follows up on documentation and operational instructions in a methodical and user-friendly way, making her an asset to the entire team.

A mother of 2 and a former nurse, she's always passionate about the health and well-being of those around her. She enjoys gardening and snowboarding.
Alain Chevalier, MBA, F. Pl

Business Transfer Coach

Languages: French, English

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.
Audréanne Leblanc,

Financial Planner

Languages: French

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.
Équipe de notaires,

Languages: French, English

Collaborators | Desjardins Wealth Management

ANNE-MARIE FOURNIER

Anne-Marie Fournier is a financial planner and notary. She currently serves as a senior estate planning advisor at 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.
Réal Dubuc,

Financial Security Advisor

Languages: French

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.
Équipe de conseillers principaux en fiscalité,

Languages: French, English

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.