Marc-Antoine Côté, CFA

Roger has been a Fellow of CSI (FCSI^®)—the highest honour in Canadian financial services—since 2003. He's also a Chartered Investment Manager (CIM^®) and financial planner (F.Pl.). He has been with Desjardins since March 2000.

He's an expert in financial markets and takes care of customer service, primarily from the business community.

Roger sits on the fundraising committee for the Richard-Morin Foundation, an organization dedicated to supporting young Peruvians wishing to pursue technical studies, so that they can access professional opportunities in Peru or Canada and break the cycle of poverty.

The holder of a bachelor’s degree in business administration, finance major, from the Université du Québec à Trois-Rivières (UQTR), Mr. Laforce earned his title as a financial planner in February 2000. He worked in the Desjardins Caisse network from 1997 to 2012, including 12 years as a financial planner.

His skill areas include extensive knowledge of financial markets and financial planning^{Footnote 1}, vital for establishing customized financial and retirement planning programs.

Mr. Mongrain has a bachelor's degree in accounting from Université du Québec à Trois-Rivières, and has been working with Desjardins Group since 2015. He completed the financial planner training with the Institut québécois de planification financière (IQPF) in 2017, which has given him the skills and expertise to help clients with their financial planning.

He is renowned for his commitment, his rigor and his proactivity.

His role on the team is to provide his clients with the care and attention they deserve.

Mathieu specialized in finance at Université du Québec à Trois-Rivières. He has over 13 years of experience providing financial and advisory services to individuals, professionals and entrepreneurs.

To keep up with industry developments, Mathieu takes part in continuous training and has completed numerous securities courses. His in-depth knowledge and comprehensive understanding of the markets are an asset to clients looking for a personalized investment strategy.

He's known for demystifying financial concepts and providing clients with clear, simple and quality information.

On our team, he's responsible for helping clients with their financial goals and ensuring regular follow-ups.

Dwayne Grenier has been in the financial services industry since 2015. Known for his enthusiasm and impeccable service delivery, Dwayne supports investment advisors with administrative tasks related to customer service and operations management.

Ms. Bourassa studied business administration with a specialty in finance. She has been with Desjardins Group since 2003. Caroline helps Investment Advisors with their administrative tasks related to client account management. She is known for her proactive, take-charge attitude and rigorous follow-up. She works in close collaboration with the Advisors.

Collaborator | Desjardins Securities Inc.

Alain has more than 15 years of experience supporting entrepreneurs. He has helped establish dozens of cooperatives in different regions across Quebec and used his expertise to serve more than 500 entrepreneurs in the process of transferring their business.

He works with all types of transfers—family, internal, external and collective—relating to businesses of all sizes and in a wide range of business sectors.

He's known for his analytical skills and his ability to synthesize, and he is passionate about business development and the work of entrepreneurs. A relationship of trust is at the heart of all of his projects.

Collaborator | Desjardins Trust Inc.

Hany Malek has a master's degree in management from the Institut Supérieur Européen de Gestion in Strasbourg (2003) and has graduated from the Institut québecois de planification financière (IQPF). He's been working in the financial industry for 20 years, including nearly 18 years as a financial planner in wealth management. He uses a rigorous and high-quality approach to help clients reach their financial goals.

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.

Claude has over 30 years of experience in the financial services industry, including several years with Desjardins Securities Financial Services. He holds a degree from HEC Montréal in business management and Université Laval in financial planning. As a financial security advisor, he's also a certified financial planner and life and health insurer. Early on, he focused his professional practice on identifying the financial needs of high-net-worth clients and mastering the tools to solve estate problems. 

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.