Portfolio Manager, Senior Wealth Manager
T 418-650-6350 ext. 5025265
Languages: French
A financial planner by training, Mr. Madore has worked for many years in the Mouvement Desjardins. He served as coordinator in the asset management division in his last year with the Caisses in 2005. After taking up new challenges, he joined the Desjardins Securities team the same year. He holds a diploma in financial planning from Université Laval and is registered with the Canadian Securities Institute as a Chartered Investment Advisor (CIM®).
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.
Advising you astutely at every stage of your professional, personal and financial life to help you grow your assets and preserve your family wealth.
Our priority is to protect capital. We apply a high-income strategy in our portfolios, which consist of companies with solid balance sheets. Analysis of recent events involving leaders in each business sector leads us to select undervalued companies. Through asset allocation suited to your needs, as well as continuous monitoring, your portfolio will pass through various economic periods more easily.
The reputation of Desjardins, combined with a structured team, enables us to provide highly effective wealth management.
Attentiveness, rigour, trust.
Wealth management — Portfolio management
We provide both discretionary and traditional portfolio management service:
Retirement analysis
What are your retirement goals? How best to disburse your savings? When to convert your RRSP to an RRIF? When to request QPP payments?
As financial planners, we will develop a retirement analysis with you. The portfolio strategy should match your retirement vision to ensure that your goals are fulfilled.
InsuranceFootnote 1
We have specialized insurance resources to help you get all the information you need to assess your insurance needs.
Taxation
Taxation is linked directly to your portfolio’s performance:
Training and conferences
You will be invited to attend the annual conferences on discretionary management and the economy.
Estate planningFootnote 1
Management of your wealth would not be complete without establishing a will and a mandate in case of disability. In addition, we can estimate for you the effect that death would have on your finances and your estate.
Caisse solution
In collaboration with your Caisse, we will offer you the best conditions for mortgage credit, lines of credit or credit cards.
Business
The establishment of an individual pension plan and the sale or transfer of your business are major décisions. This makes it important to have skilled people around you who understand the various aspects of these steps. The professionals at Desjardins, with the collaboration of your advisors, can guide you in these procedures.
Portfolio Manager, Wealth Manager
T 418-659-8547
Languages: French, English
Mr. Poulin, an investment advisor since 1986 and the holder of a bachelor’s degree in business administration with a major in finance from l'Université du Québec à Trois-Rivières and a certificate in computer science from l'Université du Québec à Chicoutimi, has earned designation as a Fellow of the Canadian Securities Institute, the highest distinction issued by this organization.
Portfolio Manager, Wealth Manager
Languages: French, English
Mr. Veillette is an accountant by training. Fellow of the Canadian Securities Institute since 1993, he has been registered with the self-regulatory organizations as a portfolio manager since 2009. He has also been the manager of the Lévis branch from 2000 to 2018.
Mr. Veillette focuses in particular on analysis of economic conditions and on strategic decisions related to portfolio management. He specializes in managing Canadian and U.S. equities and is in direct contact with clients.
Wealth Manager
T 418-650-6350 ext. 5025373
Languages: French
Roxanne holds a bachelor's degree in Business Administration, Financial Services major, from the Université du Québec à Rimouski (UQAR).
She started working in the financial services field in 2004 and joined Desjardins Securities in March 2021, allowing our entire team to benefit from her expertise.
Wealth Manager
T 418-650-6350 ext. 5026729
Languages: French, English
Dominic Breton-Veillette has a bachelor of business administration in accounting from Bishop's University. He has a keen interest in finance and portfolio management. After working over 2 years as an external auditor, he obtained his CPA designation in 2022.
Dominic joined Desjardins Securities in February 2022.
Wealth Manager
T 418-650-6350
Languages: French, English
Jean-Philippe Couture holds a Bachelor of Business Administration with a concentration in corporate finance from Université du Québec à Rimouski (UQAR). He started his career as a technology stock trader for an independent firm, eventually taking over as operations manager for his family's business in 2009.
He's been working in the securities industry since 2016 and invests in real estate in his spare time. His wealth of experience has proven to be a real asset to the Madore Poulin team, which he joined in 2023.
Wealth Management Associate
T 418-650-6350 ext. 5025276
Languages: French
The holder of a diploma in business administration from Université Laval, Ms. Sauvageau has also completed the in Canadian Securities Course.
With a passion for the investment field, she has worked since 1990 for major financial institutions and has held various positions including investment assistant. In 2010, she obtained a position as investment assistant with Desjardins Securities.
Wealth Management Associate
T 418-650-6350 ext. 5025208
Languages: French
Ms. Miller has worked at Desjardins for over 27 years. She joined the Madore team in fall 2016. She handles the administrative side of operations and also provides customer service.
Wealth Management Associate
T 418-650-6350 ext. 5026725
Languages: French
Wealth Management Associate
T 418-650-6350 ext. 5025272
Languages: French
Catherine holds a certificate in Administration from the Université du Québec à Rimouski (UQAR) and has been working for Desjardins Group since 2009. She joined Desjardins Securities in November 2016.
Her role involves assisting the advisors in our team with their day-to-day work and following up with clients.
Wealth Management Associate
T 418-650-6350 ext. 5025316
Languages: French
Annie has more than 20 years of experience in customer service. She's been with Desjardins Group for 10 years and Desjardins Securities since March 2019.
As part of our team, she supports advisors in their day-to-day activities and ensures client follow-up.
Wealth Management Assistant
T 418-650-6350 ext. 5025205
Languages: French
Patricia holds an Attestation of Collegial Studies (AEC) in applied office technologies and has nearly 12 years' experience in customer service. She joined the Madore Poulin team in 2022, and since then has taken on many administrative tasks and appointments for the clientele.
Wealth Management Assistant
T 418-650-6350 ext. 5026717
Languages: French, Spanish
Financial Security Advisor
Languages: French
Collaborators | Desjardins Securities Financial services inc.
Réal joined the Desjardins Insurance team in 2003. He specializes in life and health insurance for Desjardins's mass-affluent members. Thanks to his personalized approach, he's made his mark more than 15 times as one of Quebec's top-performing financial security advisors. A businessman at heart, Réal understands the reality of entrepreneurs in the commercial, real estate and agricultural sectors. He's also a manager in sales and clients service, and he's firmly focused on reaching his clients' goals.
Place de la Cité - Tour Cominar
2640, boulevard Laurier, Suite 1400
Sainte-Foy (Québec)
G1V 5C2
418-650-6350 Toll-free : 1-800-361-6006Fax : 418-650-5159
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