Pierre Sanscartier, BBA, CPA, CMA

Josée has over 35 years of experience in the securities industry. She began as an advisor assistant, moved into an investment advisor position in 2011 and then became a wealth manager in 2022.

She's highly attuned to client needs and manages files in an efficient and personal manner. Her approach is based on integrity, discipline and transparency.

Josée places a great deal of importance on her clients' financial education. Her goal is to support clients in every aspect of wealth management.

Vincent has a bachelor of business administration from HEC Montréal and has held various roles in the financial sector at Desjardins since 2018, notably in corporate finance and wealth management.

He's passionate about the financial markets and is committed to helping clients develop strategies to propel them toward their important goals.

Annie has over 25 years of experience in the securities industry. She has been a wealth management associate at Desjardins Securities since 1996.

Her responsibilities include coordinating team management and handling all administrative tasks. 

She's committed to providing high-quality services and putting our clients' interests first.

Annie listens to people and takes note of their needs. She has a knack for building trust quickly, which enhances the quality of our service. She responds to all of our clients' requests with great efficiency.

Nathalie has been with Desjardins Group since 1996. She graduated from the bachelor of business administration (finance specialization) program at HEC Montréal in 1994.

Nathalie has over 20 years of customer service experience in the investment field.

She implements investment strategies that meet our clients' financial priorities and objectives at the lowest possible cost.

Her empathy and professionalism help build lasting relationships based on trust.

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.

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.

Sonia has over 27 years of experience in the financial industry, including several years as a partner in her own financial services firm, creating and developing a high-quality brokerage services. Sonia has been with Desjardins since 2013 and continues her mission of implementing financial strategies aimed at protecting and maximizing the wealth of her clients. Serving clients stand out from her listening skills, expertise and disciplined approach, providing tailored solutions that address their needs and concerns. Sonia leverages her skills, professionalism, professionalism and authenticity to put client first in her recommendations. 

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.