David Bartlett, M. Fisc, BBA, CIM^®, F. Pl

Portfolio Manager

T 819-693-7567

Languages: French, English

Biography

For nearly 20 years, David has been assisting clients with portfolio management and financial planning. Though he does have a solid academic background, he also knows that expertise can't be taught at university: instead, it is gained through hands-on experience. He draws his inspiration from bold industry leaders who shake things up.

He's committed to self-improvement and is a lifelong learner, so that he can inspire others in turn.

David Bartlett Team

We're a multidisciplinary team that's passionate about doing what's best for our clients so they can bring their dreams to life while protecting and growing their wealth. We put our skills as finance specialists to work to provide premium services to a diverse clientele with an array of unique needs.

Mission

Our mission is to help you grow your wealth through a people-focused, simple approach and stable, transparent processes.

Investment Philosophy

To keep costs down, we cut out the middle man and buy shares of publicly-traded companies directly.
To boost our success rate when it comes to picking stocks and to allow time for capital to grow, our investment philosophy relies on a low turnover rate and long-term holdings (ideally at least 5–10 years).
We focus on industry leaders in sectors with a significant barrier to entry. We look for superior margins and profitability, as well as stronger equity growth for shareholders.
When we choose a company to invest in, we vet its management team and historical alignment of its interests with those of the shareholders. We can trace this by looking at officers' holdings, compensation policies and their capital allocation record.
We leverage industry diversification to put our best investment ideas to work.

What sets us apart

We take a holistic approach to your wealth management needs, which translates into a well-informed investment approach with a focus on long-term growth and a sustainable, trust-based relationship.

Our solutions are not only simple, smart and adaptable. They're highly detailed, tailored to your specific needs.

Values

Transparency: We build a relationship of trust and express our approach and strategy in plain language in the interest of integrity and transparency.

Listening: We're tuned in to our clients' real lives to offer them excellent, customized solutions.

Simplicity: We see to it that our practices, approaches and solutions make life easier for you.

Rigor: Discipline and consistency are the backbone of our decision-making process to minimize unavoidable errors.

Service Offer

Comprehensive service that covers all aspects of your financial situation
Financial planning: Systematic savings and withdrawal plans
Business transfer service
Tax planning
Business tax optimization and capital gains crystallization
Philanthropy: We can support you in creating your own Desjardins Philanthropic Fund
Estate planning and legal document review
by our legal team
Custom discretionary management: Turnkey offers that work for you
Unique portfolio management without financial products

Biographies of my colleagues

Étienne Bouchard, BBA, F. Pl

Wealth Manager

T 819-693-3750 ext. 5052017

Languages: French, English

Étienne has a bachelor of business administration with a finance concentration from the Université du Québec à Trois-Rivières. He completed his university education with a financial planning certificate and is now a designated financial planner.

Étienne has been with the team since 2020 and ensures that all of our clients have a full, personalized financial plan as part of their portfolio management. Étienne delivers high-quality service, but just as importantly, he's an active listener and always available for his clients.

He's passionate about the financial markets and taxation. He stays on top of the latest changes, so that he can pass on his expertise to our clients.

Full details
Guylaine Lafond,

Assistant Wealth Management Advisor

T 819-693-4445

Languages: French

Ms. Lafond has more than 40 years’ experience in the industry. A Canadian Securities Institute graduate, she is recognized for her professionalism, technical knowledge and great courtesy toward clients.
Simon Paquette,

Associate Wealth Management Advisor

T 819-693-3750 ext. 5052006

Languages: French

Simon completed his studies in administration in Trois-Rivières. He's been with Desjardins for more than 17 years, providing financial and advisory services. Simon has worked with a number of different entities within Desjardins, building his relationship and communication skills. Today he puts those skills and expertise to use meeting his clients' needs. He joined Desjardins Securities in 2021.

Simon's role on the team is to follow up with certain clients and helping them meet their goals.

He's won caisse network Circle of Excellence awards on several occasions.
Josée Patry,

Wealth Management Associate

T 819-693-3750 ext. 5052023

Languages: French

Josée has a college diploma in finance and administration, and has been with Desjardins Group since 2001. Her administrative skills and attention to detail make her a go-to resource for all our clients.
Barbara Mongrain, BBA

Wealth Management Assistant

Languages: French

Ms. Mongrain holds a bachelor’s degree in business administration from the University of Quebec at Trois-Rivières. She works in collaboration with wealth managers and has more than five years of experience in the financial field.

She demonstrates rigour and attention to detail, which allows our wealth advisors to have a full and structured schedule to serve our clients according to the highest standards.