Wealth Manager
T 514-876-3909 ext. 5022015
Languages: French, English
As a financial planner, Marie-Josée Laguë wants to know all about your goals and concerns. She’s always ready to listen and work with you to create a plan to reach your medium- and long-term objectives.
"Good listening skills are key to creating an effective, personalized plan".
The Laguë Bolduc Team uses a multidisciplinary approach to provide comprehensive professional services for your needs and goals.
Our commitment to you: we will always stay current with the best ways to optimize your financial situation and offer you friendly, personalized service.With a made-to-measure solution, you can expect to have a thorough understanding of your investments. This is essential for staying on track with your goals.
Our explanations and transparency.
Whenever we make recommendations, we spend as much time looking at the advantages of each option as we do on the drawbacks and risks. With a clear understanding of all the factors involved, you’ll be able to make a well-informed decision.Wealth Manager
T 514-285-7887
Languages: French, English
Mr. Bolduc has experience as a consultant for investment advisors in Quebec and shares our team’s values. He brings a fresh perspective to our work while maintaining our high customer service standards.
Mr Bolduc has an affinity for finance, enabling him to make simple and transparent recommendations. His goal is to promote the right behaviours while demystifying the industry.
As an investment advisor for the Laguë Bolduc Team, he uses industry best practices to help you achieve your personal finance goals.
“My primary goal is to help you achieve yours!”
Associate Wealth Management Advisor
T 514-876-4142
Languages: French, English
Business Transfer Coach
Languages: French, English
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.
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.
Financial Security Advisor
Languages: French, English
Collaborators | Desjardins Securities Financial services inc.
Laurent has a financial planner designation and a bachelor's degree in economic science from the Université de Sherbrooke. He has also worked as a financial security advisor in 2012 for the SFL network. In 2015, he joined Desjardins Financial Security (DFS) as a consultant and became a regional business development manager in 2017. In 2019, he continued his career at DFS in Vancouver, still as a regional sales director. Bringing back to Quebec in 2022, he took on the role of interim manager for the Product and Concept Expertise team at Desjardins Financial Security in Montreal, then joined Desjardins Securities Financial Services Firm to support Desjardins Securities' mass-affluent and high-net-worth clients.
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.
1 Place Ville Marie
Suite 1970
Montréal (Québec)
H3B 0E8
514-876-1441 Toll-free : 1-866-876-1441Fax : 514-876-1106
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