François Lacasse, BBA, CIM^®

• Chartered Investment Manager designation from the Canadian Securities Institute (CIM®)
• Bachelor’s degree in business administration from Université Laval
• Financial planner (F. Pl.)
• More than 24 years of industry experience
• Expertise: investment strategy and wealth management; sits on the team’s investment committee
• He’s a regular contributor to the “Train de vie” column in lapresse.ca

David is composed, approachable and responsive. He’s good at identifying our clients’ main challenges and understanding their specific wealth management needs, so he can develop strategies to meet those needs.

• Chartered Investment Manager designation from the Canadian Securities Institute (CIM®)
• Bachelor’s degree in business administration from Université Laval
• Courses on securities and investment management techniques from CSI
• Joined Desjardins Securities over 15 years ago
• Expertise: investment strategies and follow up with customers

Vincent is pragmatic and energetic and committed to our clients’ well-being. He sits on the team’s investment committee and helps manage portfolios. He works closely with our clients and makes sure investment strategies are implemented.

• Bachelor of business administration from Université Laval
• Financial Planner (F. Pl.)
• Chartered Investment Manager (CIM^®)
• More than 5 years of industry experience

Michaël is calm, composed and mindful of keeping strategies on track so you can reach your financial goals. As a member of the team's investment committee, he's involved in managing portfolios and he'll be able to guide you in your wealth management.

• Certificate in business administration from Université Laval
• Certificate in financial planning from IQFP
• Over 25 years of experience in the financial industry
• Worked in the Desjardins caisse network for many years and knows it well
• Expertise: processes and coordinating operations

 Catherine is meticulous and has great organizational skills, both assets in her work coordinating operations and making sure internal processes are followed. She’s also responsible for the Excellence Program standards.

• More than 34 years of experience in the financial sector
• More than 13 years in the Desjardins caisse network
• More than 21 years with Desjardins Securities

Andrée is a proactive assistant who supports investment advisors in their work and diligently follows up with clients.

• Over 10 years of experience with Desjardins Group
• Joined the team in January 2018
• Expertise: customer serviceManon is efficient.

She supports investment advisors in their work and diligently follows up with clients.

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.

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.

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.

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.

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.