Richard Paquin

With Desjardins Securities since 1994.

As the portfolio manager of the LRS Group, Martin Langlois plays a key role in structuring and overseeing investment strategies for our clients. 

Martin has a bachelor’s degree in business administration (finance) and is a Chartered Investment Manager (CIM®). From 2000 to 2014, he acted as branch manager.

With Desjardins Securities since 2008.

Miguel Robitaille holds a bachelor’s degree in business administration and is a chartered professional accountant.

He has 14 years of experience as a private sector financial analyst and is known for his people-focused approach and extensive knowledge of the field of wealth management.

With Desjardins Securities since 2012.

Philippe St-Aubin has been an wealth management advisor since 2012; his focus is on business development and investor relations.

He holds an MBA (finance) and is also a chartered professional accountant.

Philippe’s clients appreciate his people-focused approach and passion for investing.

Marc-André Levasseur has been with Desjardins since 2009, holding various positions in finance, savings and customer service. His client base has consisted mainly of business owners and professionals. He holds a bachelor of business administration and is passionate about finance. His people-first approach and the skills he has acquired throughout his career make him a key partner in the management of your wealth.

Marc-André is always mindful of his clients' goals and priorities and believes it's his duty to support them throughout their financial life and with all their needs. Through his dedication to his work, he has become a valued wealth manager to his clients and peers.

With Desjardins Securities since 2010.

As an associate advisor, Geneviève Benoit is there for LRS Group’s clients through every important life milestone.

She has 20 years of experience in finance.

Her empathetic, effective approach has enabled her to build long-term relationships with her clients.

With Desjardins Securities since 2011.

Caterina Barile has over 20 years of experience in the securities industry.

Her duties involve coordinating the Group’s transactions.

She’s committed to providing high-quality services, putting the interests of clients first.

With Desjardins Securities since 2003.

France Laplante has been an investment assistant since 1996. She has been with the LRS Group for over 15 years and handles the group’s administrative tasks.

With Desjardins Securities since 2004.

With over 22 years of experience in the field of securities, Jacqueline Bertrand deals mainly with client communications at the LRS Group.

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.