Portfolio Manager, Senior Wealth Manager
T 418-862-4574
Languages: French, English
Ms. Boutin, an investment advisor, financial planner and holder of a certificate in administration and financial planning, has worked in the securities field for more than 20 years. She holds the titles of financial planner, financial security advisor and certified life insurerFootnote 1.
As a dynamic person, she is heavily committed to her clients and to her community.
A global approach to wealth management tailored to you.
We're a multi-disciplinary team of 8 professionals with complementary training and experience. We pool our strengths and expertise to support our clients—families, retirees, business owners, professionals, agricultural producers and more—in achieving their life goals.
Our team is committed to providing the tailored investment and wealth management services that you and your family deserve. We're engaged in our community, and we listen carefully to our clients' specific needs. Our wealth management style considers your financial, professional and personal needs, as well as your life and retirement goals. Beyond investments and returns, our role as advisors is to get to know each of our clients well so we can support you through various life events.
We offer a discretionary portfolio management solution for investors who want to delegate management to a trusted advisor while aiming to protect their principal and build value over the long term. The investment advisor plays a key role in managing the client's emotions. When markets fluctuate, it can sometimes be hard to stay the course. Our role is to keep our clients focused on their long-term goals.
The world of investment, tax and wealth management can sometimes seem complex. Fortunately, you can rely on the shared knowledge and synergy of the Lagacé Boutin Pelletier Dumais Team. We take the time to understand your situation in detail and always keep on top of financial and economic news so that you can enjoy absolute peace of mind.
Experience
Competence
Accessibility
Integrity
Distinctive, transparent services
Commitment
A global wealth management approach tailored to you.
INVESTING
– Customized portfolio management
– Discretionary management
– Tax optimization
PLANNING
– Financial
– Retirement
– Tax
– Estate
INSURANCE AND RISK MANAGEMENT*
– Life
– Disability
– Annuities
RETIREMENT
– Retirement planning
– Estate planning
– Tax optimization
– Income splitting
– Annuities
– RRSPs, RRIFs, LIFs, LIRAs and TFSAs
– Locked-in retirement plans
BUSINESS OWNERS
– Business transfers*
– Commercial transactions* (acquisitions, sales, successions)
– Life insurance
– Tax strategies
– Tax-optimized portfolios for management companies
– Locked-in retirement plans
FAMILIES AND COUPLES
– RRSPs and TFSAs
– Education savings
– Financial planning
– Debt management
– Budgeting
FARMERS AND MAPLE PRODUCERS
– Business transfers*
– Commercial transactions* (acquisitions, sales, successions)
– Life insurance
– Tax strategies
HEALTHCARE PROFESSIONALS
– Business transfers*
– Cash flow and saving capacity projections
– Life insurance
– Tax strategies
FOUNDATIONS
– Portfolio management
– Investment policy implementation and monitoring
– Follow-ups and meetings with the board of directors
– Cash flow projection
ESTATES
– Estate planning
– Trust services*
– Philanthropy
– Trusts*
*Services offered in collaboration with or through Desjardins Securities Financial Services Inc., caisses or external professionals.
Senior Wealth Manager
T 418-860-4302
Languages: French, English
Bruno Pelletier holds a Master of Business Administration (MBA) and a Bachelor of Economics from Concordia University. He began his career with Desjardins Group as a Commercial Account Manager in 1992, and joined Desjardins Securities in 1998. He has over 27 years' experience in the financial sector, and is actively involved with a number of non-profit organizations in the region.
Wealth Manager
T 418-862-4772 ext. 5031406
Languages: French, English
Wealth Manager
T 418-862-4772 ext. 5031405
Languages: French, English
Mélanie Lagacé holds a bachelor's degree in business administration, majoring in finance, and a certificate in financial planning. She has over 21 years' experience with Desjardins Group.
She recently received an honourable mention from the Canadian Securities Institute after earning her Certified International Wealth Management (CIWM) designation. She achieved exceptional results, placing in the top 3 of the 2020–2021 cohort.
In 2016, she received the Charles-Pelletier scholarship awarded to the person earning the highest results on the 2015 Institut québecois de planification financière final exams.
Her human approach is well appreciated by clients.
Wealth Management Associate
T 418-862-4605
Languages: French
Sandra Soucy has been working for Desjardins Group since 1999 and with Desjardins Securities since 2012.
Efficient and cheerful, Ms. Soucy supports investment advisors in all their activities. She offers outstanding customer service and rigorous follow-up.
Wealth Management Assistant
T 418-862-4772 ext. 5032020
Languages: French, English
315, boulevard Armand-Thériault,
Suite 100
Rivière-du-Loup (Québec)
G5R 0C5
418-862-4772 Toll-free : 1-877-716-6660Fax : 418-862-5015
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