BMT Group
Desjardins Securities
About us
Our approach
We provide expert guidance in managing your assets through a comprehensive, structured and tax-efficient strategy. Our focus is on your financial well-being, delivered with a personalized touch. Together, we work to achieve your financial goals.
Our investment philosophy
Our investment philosophy revolves around a structured strategy, supported by a rigorous selection process. We prioritize discipline to remove emotional bias from decision-making. Our experience and careful judgement guide us in choosing quality securities to minimize risk exposure.
Community involvement
Since 2003, Desjardins Securities has proudly served as a frontline partner of the Montreal Canadiens Children's Foundation External link.. The foundation promotes physical activity and fosters healthy lifestyle habits among young people in underprivileged areas of Quebec. Supporting this meaningful cause is a privilege we deeply value.
Our approach to your financial success
Our range of services at Desjardins Securities
Make the most of Desjardins Securities’ expertise to plan and optimize your wealth or portfolio. We offer personalized solutions, including financial and retirement planning, investment strategies, estate planning, tax optimization, wealth and loan protection, credit and transactional services
Our team’s specialties
Businesses, trusts, individual pension plans and agricultural entrepreneurs
Fixed-income investments and global equities
Discretionary portfolio management
Communications
Financial newsletter
Every quarter, our clients receive a newsletter on current events and the financial markets.
Our team
- Team
- Partners
Team
Our team, trained to the highest industry standards, will go the extra mile to help you reach your financial goals. For personalized service, contact our wealth management experts.
Roger Normandin
FCSI®, CIM®, F.Pl.
Portfolio Manager
819-693-8256 Phone number of Roger Normandin. This link opens your phone app.
FCSI®, CIM®, F.Pl.
Portfolio Manager
Roger has been a Fellow of CSI—the highest honour in Canadian financial services—since 2003. He’s also a chartered investment manager and financial planner. He’s been with Desjardins since March 2000.
He’s an expert in financial markets and focuses on customer service, primarily for the business community.
Roger serves on the fundraising committee for the Richard-Morin foundation, an organization dedicated to supporting young Peruvians in pursuing technical studies, enabling them to access professional opportunities in Peru or Canada and break the cycle of poverty.
LinkedIn profile External link.
Phone
819-693-8256 Phone number of Roger Normandin. This link opens your phone app.
Patrick Laforce
BBA, F.Pl.
Senior Wealth Manager
819-693-0111 Phone number of Patrick Laforce. This link opens your phone app.
BBA, F.Pl.
Senior Wealth Manager
Patrick has a bachelor’s degree in business administration with a major in finance from Université du Québec à Trois-Rivières. He earned his title as financial planner in February 2000. Patrick worked in the Desjardins caisse network from 1997 to 2012, including 12 years as a financial planner.
His expertise encompasses extensive knowledge of financial markets and financial planning, through Desjardins Securities Financial Services or the caisse network, which are essential for developing customized financial and retirement planning programs.
LinkedIn profile External link.
Phone
819-693-0111 Phone number of Patrick Laforce. This link opens your phone app.
Patrick Bergeron
MBA, CIM®
Senior Wealth Manager
819-693-4441 Phone number of Patrick Bergeron. This link opens your phone app.
MBA, CIM®
Senior Wealth Manager
Patrick has more than 20 years of experience in the financial industry. After completing an MBA in finance at Université Laval, he held roles in life and health insurance, business financing, equity trading, and investment advisory. He also holds the Chartered Investment Manager designation.
LinkedIn profile External link.
Phone
819-693-4441 Phone number of Patrick Bergeron. This link opens your phone app.
Guillaume Tessier
MSc, BBA, F.Pl.
Wealth Manager
819-693-5954 Phone number of Guillaume Tessier. This link opens your phone app.
MSc, BBA, F.Pl.
Wealth Manager
Guillaume holds a master’s degree in finance from Université de Sherbrooke as well as the financial planner designation. He has over 10 years of experience in the financial industry and has been with Desjardins Securities since 2015. Prior to that, he worked in life and health insurance and financial planning.
LinkedIn profile External link.
Phone
819-693-5954 Phone number of Guillaume Tessier. This link opens your phone app.
Alex Mongrain
BBA, F.Pl.
Wealth Manager
819-379-7878 Phone number of Alex Mongrain. This link opens your phone app.
BBA, F.Pl.
Wealth Manager
Alex has a bachelor’s degree in accounting from Université du Québec à Trois-Rivières and has been with Desjardins Group since 2015.
He completed his financial planner training with the Institute of Financial Planning in 2017, equipping him with the skills and expertise to assist clients with their financial planning needs.
Renowned for his commitment, diligence and proactive attitude, Alex provides clients with the care and attention they deserve.
LinkedIn profile External link.
Phone
819-379-7878 Phone number of Alex Mongrain. This link opens your phone app.
Mathieu Deschênes Lafrenière
BBA
Wealth Manager
819-693-6405 Phone number of Mathieu Deschênes Lafrenière. This link opens your phone app.
BBA
Wealth Manager
Mathieu specialized in finance during his studies at Université du Québec à Trois-Rivières. He has over 13 years of experience providing financial and advisory services to individuals, professionals and entrepreneurs.
To keep up with industry developments, he participates in ongoing training and has completed several securities courses. His in-depth market knowledge is an asset to clients seeking personalized investment strategies.
Known for simplifying complex financial concepts, Mathieu delivers clear and high-quality information.
He helps clients achieve their financial goals and ensures regular follow-ups.
LinkedIn profile External link.
Phone
819-693-6405 Phone number of Mathieu Deschênes Lafrenière. This link opens your phone app.
Marc-André Ricard
BA, F.Pl.
Wealth Manager
819-693-2003 Phone number of Marc-André Ricard. This link opens your phone app.
BA, F.Pl.
Wealth Manager
Marc-André holds a bachelor's degree in industrial relations from Université Laval as well as the financial planner designation. He brings over 10 years of experience in the financial sector. Before joining Desjardins Securities in 2023, he worked as a financial planner at a leading Canadian bank.
LinkedIn profile External link.
Phone
819-693-2003 Phone number of Marc-André Ricard. This link opens your phone app.
Marc-Antoine Côté
CFA®
Portfolio Manager
Wealth Manager
819-693-6660 Phone number of Marc-Antoine Côté. This link opens your phone app.
CFA®
Portfolio Manager
Wealth Manager
Marc-Antoine has a bachelor of business administration in finance from Université de Sherbrooke. He joined the BMT Group in 2023.
After graduating from university, he was hired by Jarislowsky Fraser as a wealth assistant, where he gained solid portfolio management experience.
Marc-Antoine is also a chartered financial analyst (CFA). This prestigious, internationally recognized designation demonstrates his in-depth investment analysis and portfolio management skills.
He has strong interpersonal skills and enjoys helping others. He provides our clients with the support they need to reach their financial goals.
LinkedIn profile External link.
Phone
819-693-6660 Phone number of Marc-Antoine Côté. This link opens your phone app.
Dwayne Grenier
Assistant Wealth Management Advisor
819-693-3750 Phone number of Dwayne Grenier. This link opens your phone app., ext 5052032
Assistant Wealth Management Advisor
Dwayne has been in the financial services industry since 2015. Known for his enthusiasm and excellent service, he assists investment advisors with administrative tasks related to customer service and operations management.
Phone
819-693-3750 Phone number of Dwayne Grenier. This link opens your phone app., ext 5052032
Andréanne Plante
BBA, F.Pl.
Wealth Management Associate
819-693-5796 Phone number of Andréanne Plante. This link opens your phone app.
BBA, F.Pl.
Wealth Management Associate
Phone
819-693-5796 Phone number of Andréanne Plante. This link opens your phone app.
Caroline Hubert
Wealth Management Associate
819-693-7147 Phone number of Caroline Hubert. This link opens your phone app., ext 5052009
Wealth Management Associate
Phone
819-693-7147 Phone number of Caroline Hubert. This link opens your phone app., ext 5052009
Caroline Bourassa
Wealth Management Associate
819-693-1445 Phone number of Caroline Bourassa. This link opens your phone app.
Wealth Management Associate
Phone
819-693-1445 Phone number of Caroline Bourassa. This link opens your phone app.
Caroline Rivard
Wealth Management Associate
819-693-3750 Phone number of Caroline Rivard. This link opens your phone app., ext 5052024
Wealth Management Associate
Phone
819-693-3750 Phone number of Caroline Rivard. This link opens your phone app., ext 5052024
Partners
We work with skilled professionals
Alain Saint-Jacques
Business Transfer Coach
Amandine Bourillon
Notary
André Auclair
Notary
Claude Desautels
Financial Security Advisor
Geneviève D'Amours
Notary
Geneviève Forest
Senior Financial Planning Advisor
Hany Malek
Financial Planner
Jérôme Dostie-Bourgault
Senior Tax Advisor
Stéphane Thibault
Senior Tax Advisor
Branch information
Trois-Rivières
4505 Des Récollets Boulevard
Trois-Rivières QC G9A 5V2
Directions External link.
Phone
819-693-3750 Ce lien ouvre votre application de téléphonie.
1-888-316-3750 Ce lien ouvre votre application de téléphonie.
What sets us apart
Excellence accreditation
The Excellence Accreditation shows that our investment advisors meet the highest quality standards.
