Yves Gauvreau, BBA

Wealth Manager

T 450-223-1128

Languages: French, English

Biography

Mr. Gauvreau holds a bacelor's degree in business administration from Université du Québec à Montréal (UQAM) and also has a certificate in economics and human resources. He has taken the Canadian Securities Institute courses in securities and in conduct and practices as well as its courses for options supervisors and branch managers.

Before coming to Desjardins Securities, Mr. Gauvreau held a number of management positions at various national brokerage firms. He also provided securities training to the Royal Canadian Mounted Police.

His areas of expertise are strategies and the choice of investment vehicles, based on a personalized approach determined according to each investor's profile, as well as projections and action plans for sound retirement planning.

Cantin-Gauvreau Team

The Cantin Gauvreau Team favours long-term business relationships. This is why Mr. Gauvreau and Mr. Cantin always start with an initial interview during which they take the time to establish your financial goals and investor profile. Only after this interview and after understanding your financial needs do these conscientious professional advisors apply thoughtful recommendations for fulfilling your personal financial goals.

An investment portfolio should fit the needs of each client and should be reviewed periodically. The aim is to maintain adequate diversification while minimizing fluctuations in the portfolio. André and Yves take a realistic and prudent approach to building portfolios. Their approach is not for speculators.

Mission

We aim to establish a bond of trust and build a business relationship with our clients, getting to know them as investors so that we can suggest investment and wealth management solutions to fit their profile and lifestyle.

Investment Philosophy

The business process suggested to you is as follows:

Conducting an in-depth analysis of your investment goals and risk tolerance by listening carefully and gaining a solid understanding of your personal concerns;
Providing an impartial opinion on your current portfolio;
Establishing asset allocation and ensuring continuous follow-up;
Recommending the appropriate investment solutions and strategies;
Assessing your portfolio on a regular basis, as agreed upon with you;
Instituting a professional customized service in keeping with your needs.

What sets us apart

Our role as Wealth Managers

We are here to help you plan and attend to all your financial challenges. Our duty in this regard is to understand you so that we can serve you better and identify what is most important to you. We propose a comprehensive approach that will let you consolidate your assets, optimize your investment portfolio and establish an individual financial strategy. After all, each investor is unique.

Values

We believe that fulfilling our clients' financial goals involves establishing a solid and long-term relationship to:

Become familiar with your concerns and retirement goals;
Explain how a given security may be suitable for your portfolio;
Work in your best financial interest;
Be available to answer your questions;
Guide you during the various changes that arise in your life and in your financial position.

Biographies of my colleagues

André Cantin, BBA, CIM^®, F. Pl

Wealth Manager

T 450-223-1604

Languages: French
- Bachelor's degree in business administration, Université du Québec à Montréal
- Courses in securities trading
- Standards of conduct and investment management techniques
- Member of the Institut québécois de planification financière
- Certificate in law from the Université de Montréal
- Chartered Investment Manager
Before becoming Wealth Manager at Desjardins Securities, Mr. Cantin served as specialized investment director and private management director in the Mouvement Desjardins. He has more than 20 years' experience in the investment and wealth management field.
Full details
Maryse Véronneau,

Wealth Management Associate

T 450-223-1043

Languages: French

Ms. Véronneau holds certification in financial planning from Université Laval and is a Canadian Securities Institute graduate. She has worked in the Mouvement Desjardins for more than 23 years.
Alain Chevalier, MBA, F. Pl

Business Transfer Coach

Languages: French, English

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.
Patricia Girard,

Financial Planner

Languages: French

Collaborator | Desjardins Trust Inc.

Patricia Girard has a bachelor's degree in international politics from the University of Ottawa. She has also completed financial planning training in the management sciences department at UQAM as well as several courses offered as part of the master's program in taxation at Université de Sherbrooke. After serving as a regional financial planner and manager of retirement investment development for a financial institution, she now supports Desjardins Securities' high and very-high net worth clients, whose complex situations require extensive research, in a partnership with the firm's wealth managers.
Claude Desautels, R.L.U., F. Pl

Financial Security Advisor

Languages: French, English

Collaborators | Desjardins Securities Financial services inc.

Claude has over 30 years of experience in the financial services industry, including several years with Desjardins Securities Financial Services. He holds a degree from HEC Montréal in business management and Université Laval in financial planning. As a financial security advisor, he's also a certified financial planner and life and health insurer. Early on, he focused his professional practice on identifying the financial needs of high-net-worth clients and mastering the tools to solve estate problems.
Équipe de conseillers principaux en fiscalité,

Languages: French, English

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.