Wealth Manager
T 418-650-9410 ext. 5025257
Languages: French, English
One of José Contant’s biggest assets is his vast knowledge of the stock markets. Thanks to the experience he’s acquired during financial crises and challenging economic times, he’s become a seasoned advisor.
Mr. Contant is pleased to offer business and individual clients a wide range of investment products that meet their various needs.
He has completed the Canadian Securities Institute’s Canadian Securities Course (CSC®) (honours certificate), Professional Financial Planning Course and Conduct and Practices Handbook Course.
Over the years, Mr. Contant has developed into a prudent investment advisor capable of rising to the challenges of economic crises. His goal is to continually provide his clients with expert advice so they can achieve their financial goals, in good times and in bad.
Mr. Contant prefers to diversify rather than focus on a single investment. He’s also a huge proponent of keeping it simple. In other words, he wants his clients to know exactly what they’re investing in. He doesn’t suggest complex products that are hard to explain and understand.
Mr. Contant is very people-focused. For him, there’s a lot more to it than just numbers and financial products; it’s about helping his clients plan for the future and achieve their goals. He prides himself in building solid and lasting relationships with his clients by listening carefully to what they have to say.
He strives to help his clients find tax-efficient solutions that will maximize their net after-tax returns.
With the help of his trusted administrative assistant, Josée Hamel, he’s able to stay on top of everything and provide clients with top-notch service. Clients can count on both of them to apply their best business practices training to the letter!
Ethics, active listening, prudence, simplicity and experience.
Bonds, GICs, Quebec Savings bonds (registered accounts), shares, preferred shares, mutual funds, private pools, discretionary management, flow-through shares and much more.
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.
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.
Languages: French, English
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.
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.
Place de la Cité - Tour Cominar
2640, boulevard Laurier, Suite 1400
Sainte-Foy (Québec)
G1V 5C2
418-650-6350 Toll-free : 1-800-361-6006Fax : 418-650-5159
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