Charest Turcotte Group
Desjardins Securities
About us
Our approach
We’re passionate about what we do, and our financial expertise is well-established. We’re here to offer you exceptional support that aligns with your unique circumstances, goals, and needs. Our services feature a wide range of customized investment products and attentive management.
Our investment philosophy
We focus on investing in profitable, growth-oriented North American companies that generate steady revenues and provide increasing dividends over time. To manage risk effectively, we diversify our investments across various sectors and keep exposure to volatile stocks minimal.
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
Discretionary portfolio management
Comprehensive tax planning
Direct investing, Canadian dividend stocks, and US growth equities
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.
Steven Charest
CIM®
Senior Wealth Manager
Portfolio Manager
418-833-8599 Phone number of Steven Charest. This link opens your phone app.
CIM®
Senior Wealth Manager
Portfolio Manager
With a passion for investment that spans over 15 years, Steven has been with Desjardins Securities since 2010. He focuses on identifying well-managed companies that can help clients grow their capital with reasonable risk. Specializing in small-cap and large-cap US and Canadian equities, he serves entrepreneurs, professionals, and retirees, who are interested in financial markets but lack the time or expertise to manage their wealth effectively.
Phone
418-833-8599 Phone number of Steven Charest. This link opens your phone app.
David Turcotte
BSc, CIM®
Portfolio Manager
Wealth Manager
418-833-3401 Phone number of David Turcotte. This link opens your phone app.
BSc, CIM®
Portfolio Manager
Wealth Manager
David has a bachelor of applied science from Université Laval and a passion for financial markets and tax strategies spanning more than 20 years.
He employs proven stock selection methods inspired by renowned investors like Warren Buffet and Peter Lynch.
Specializing in the technology sector, David has a deep understanding of this rapidly evolving industry. He communicates complex concepts in straightforward terms, empowering clients to build diversified portfolios with confidence and peace of mind.
LinkedIn profile External link.
Phone
418-833-3401 Phone number of David Turcotte. This link opens your phone app.
Raphaël Biron-Ouellet
BBA, CIM®
Wealth Manager
418-692-3867 Phone number of Raphaël Biron-Ouellet. This link opens your phone app.
BBA, CIM®
Wealth Manager
Raphaël has a bachelor’s degree in business administration with a specialization in finance from Université Laval. He’s completed the Canadian Securities Course, the Conduct and Practices Handbook Course, and the Wealth Management Essentials Course from the Canadian Securities Institute.
Raphaël, who’s been at Desjardins Securities since 2017, has recently become a part of the Charest Turcotte Group, where he’s eager to apply his skills for the benefit of our clients.
With a strong passion for financial markets, he contributes to portfolio management through in-depth research and analysis of various securities, while also ensuring consistent follow-up with clients.
LinkedIn profile External link.
Phone
418-692-3867 Phone number of Raphaël Biron-Ouellet. This link opens your phone app.
Gabriel Simard
Eng., CIM®
Associate Wealth Management Advisor
418-650-6493 Phone number of Gabriel Simard. This link opens your phone app.
Eng., CIM®
Associate Wealth Management Advisor
Gabriel has a bachelor’s degree in civil engineering from Université Laval and has successfully completed the necessary Canadian Securities Institute courses to become an associate advisor on our team.
With a strong passion for the financial sector, he collaborates with portfolio managers to optimize strategies that help clients achieve their financial goals. Authentic and proactive, Gabriel is always in tune with the needs of clients and colleagues alike. His people-centred approach is a valuable asset to our team’s commitment to outstanding customer service.
Phone
418-650-6493 Phone number of Gabriel Simard. This link opens your phone app.
Mélanie Tremblay
F.Pl., CIWM®
Associate Wealth Management Advisor
418-692-3668 Phone number of Mélanie Tremblay. This link opens your phone app., ext 5471683
F.Pl., CIWM®
Associate Wealth Management Advisor
- Mélanie Tremblay brings over 20 years of experience in the financial industry, where she’s built a broad and well-rounded expertise. She’s held several key roles, including insurance and savings advisor, mortgage broker, and later mortgage representative at Desjardins. She also served as a business development manager and a market development manager in a caisse.
- Her path in wealth management took shape as an account manager with Desjardins Signature Service, followed by her position as a wealth management and business development advisor within Desjardins Group.
- She stands out for her ability to manage complex files with precision and strategic insight while maintaining close follow-up with both clients and internal partners. Her strong collaboration with the caisses allows her to foster strong synergy across teams and deliver a seamless, integrated experience for members.
- In every role she’s held, Mélanie has stood out for her drive, results-oriented mindset, and commitment to excellence. Her strong interpersonal skills, sharp analytical thinking, and ability to design simple, effective solutions make her a valuable partner in business development and client support.
Phone
418-692-3668 Phone number of Mélanie Tremblay. This link opens your phone app., ext 5471683
Nathalie Camba
Wealth Management Associate
418-692-1890 Phone number of Nathalie Camba. This link opens your phone app.
Wealth Management Associate
Phone
418-692-1890 Phone number of Nathalie Camba. This link opens your phone app.
Anny L’Italien
Wealth Management Associate
418-833-8632 Phone number of Anny L’Italien. This link opens your phone app.
Wealth Management Associate
Phone
418-833-8632 Phone number of Anny L’Italien. This link opens your phone app.
Jennyfer Blouin
BA, F.Pl.
Financial Planner
418-692-3668 Phone number of Jennyfer Blouin. This link opens your phone app., ext 5112001
BA, F.Pl.
Financial Planner
Phone
418-692-3668 Phone number of Jennyfer Blouin. This link opens your phone app., ext 5112001
Robert Tremblay
MBA, CPA
Financial Planner
418-692-3668 Phone number of Robert Tremblay. This link opens your phone app., ext 5025280
MBA, CPA
Financial Planner
Phone
418-692-3668 Phone number of Robert Tremblay. This link opens your phone app., ext 5025280
Partners
André Auclair
Notary
Amandine Bourillon
Notary
Alain Chevalier
Business Transfer Coach
Geneviève D'Amours
Notary
Jérôme Dostie-Bourgault
Senior Tax Advisor
Geneviève Forest
Senior Financial Planning Advisor
Jeffrey Morrow
Financial Security Advisor
Stéphane Thibault
Senior Tax Advisor
Frédérique Dinelle
Senior Tax Advisor
Mélanie Tremblay
Senior Tax Advisor
Catherine Beauchamp
Notary
Claudee L'Heureux
Financial Planner
Marie-Pier Grégoire
Notary
Lina Morin
Notary
François Remete
Notary
Myriam Verreault
Notary
Branch information
Quebec City
70 Dalhousie Street
5th Floor
Quebec City QC G1K 4B2
Directions External link.
Phone
418-692-3668 Ce lien ouvre votre application de téléphonie.
1-877-780-1166 Ce lien ouvre votre application de téléphonie.
