Maxime Houtart, BBA, CIM^®

Senior Wealth Manager

T 819-772-1910

Languages: French

Biography

Chartered investment manager (CIM®)
Bachelor’s degree in accounting and financial management from Université Laval
Over 20 years of experience as an investment advisor and 3 years as a branch co director
Options licence holder since 1998

Maxime makes a point of staying on top of all the latest market trends. He knows so much about the industry that he is the guy you want to talk to when you need to make decisions.

Maxime Houtart Team

Excellence Accreditation

Excellence accreditation attests that the wealth manager's practice meets the highest standards of quality in order to offer you an unparalleled experience in meeting your financial needs. This distinction is awarded exclusively to Desjardins Securities wealth managers who participate in a continuous development and improvement program.

Biographies of my colleagues

Daniel Clément, B.Sc.

Associate Wealth Management Advisor

T 819-772-2048

Languages: French, English
- Bachelor of commerce (option in finance) from University of Ottawa and financial planner designation from the Institute of Financial Planning (Quebec)
- More than 10 years of experience in the investment sector
- With Desjardins Securities since June 2024
Daniel holds the prestigious title of Chartered Financial Analyst (CFA), a symbol of excellence in the financial services sector. His experience in investment fund management and private wealth management is reflected in his portfolio management.

Responsible for portfolio management, asset allocation, investment strategy development and financial planning.
Pascal Jolin, BBA

Investment Advisor

T 819-440-3080 ext. 5021223

Languages: French
- Holds a Bachelor of Business Administration with a financial planning concentration from the Université du Québec à Montréal (UQAM).
- Has more than 20 years of experience as an investment advisor.
- Joined Desjardins Securities in 1999.
Pascal is a dynamic and effective advisor, maintaining the highest standards of integrity and professionalism. He’s known for his dedication to client service and his expertise in structured products. His skills and disciplined approach make him a trusted advisor.

Involved in his community, Mr. Jolin, in collaboration with the Cégep de Saint-Jérôme, has been participating for several years in a scholarship simulation activity organized for students in the Administration program. He is also very involved in the Mont-Laurier Minor Hockey Association.
Full details
Karine Martine,

Wealth Management Assistant

T 819-772-1925

Languages: French
- With Desjardins since 2010
- With Desjardins Securities since 2013
Responsible for the administrative management of client accounts for the team, she also handles appointment management. Highly professional, she ensures that our clients receive unparalleled service.