David Chénier, BBA, F. Pl

Wealth Manager

T 819-772-1950

Languages: French, English

Biography

Bachelor's degree in business administration from the Université du Québec en Outaouais (UQO)
Financial planner (F.Pl.) designation since 2012
Canadian Securities Course (CSC®)

David has been with Desjardins since 2007. He works hard to build long-term relationships with his clients by providing exceptional service centred on their needs. He keeps a close eye on the stock markets, watching for the best investment opportunities to help his clients reach their goals while minimizing risk.

For more than 16 years now, his enthusiasm and strong communication skills have made him a popular wealth manager among high-net-worth clients in the Outaouais region.

Racine-Chénier Team

Mission

We aim to help investors fulfil their financial goals. In a world ridden with crises and scandals, we earn the trust of investors by providing them with expertise and peace of mind. We also offer our clients unrivalled access to top-notch information through conferences on topics that combine personal finance and economics, drawing a clear link between being and having.

Investment Philosophy

Our philosophy focuses on three principles that we adapt to investors' needs and profiles:

Strategies to limit risk
Sound diversification
High-quality products

What sets us apart

Our conferences have become the hallmark of our team. These talks are filled with pertinent information for investors; they are one example among many of the added value provided to clients by our team.

As a prudent advisors, we believe in the sound diversification of asset classes in a portfolio.

Values

We believe in the values of the Mouvement Desjardins and apply them in our practice: sharing of knowledge, sound portfolio management and a concise overview.

Service Offer

Retirement projection
Wealth management
Conferences

Biographies of my colleagues

Hugo Racine, BBA

Investment Advisor

T 819-772-1949

Languages: French, English

Linkedin
- Bachelor's degree in communication from the Université de Sherbrooke
- Bachelor's degree in political science from the Université de Montréal
- Canadian Securities Course of the CSI
Hugo Racine is one of the founders of the Racine-Chénier team and has been with Desjardins Securities since 2006. He has completed two university degrees to gain a better understanding of the economic and geopolitical world in which we live.

As a communication expert, he regularly organizes events covering personal finance-related topics to share his knowledge with his clients. He is committed to supporting them at every stage of their lives, and to building solid relationships based on trust.

Involved in the business community, Mr Racine has also been president of the Association des jeunes professionnels de l'Outaouais since 2014.
Full details
Katia Kelaita,

Wealth Management Associate

T 819-772-1082 ext. 5021204

Languages: French, English, Arab

Katia Kelaita joined Desjardins Securities in 2020. She plays an administrative role within the team, providing impeccable customer service as she manages appointments and opens accounts.