Charron Gagnon Group
Desjardins Securities
About us
Our approach
Doing business with us means joining our family, where your needs and well-being always come first. We're here to give you piece of mind with our honest and reliable services, whether turnkey or tailored to your needs.
Our investment philosophy
We develop customized plans that combine exchange-traded funds with tax-efficient strategies based on your account type. We adapt quickly to new research, economic realities and market trends.
Community involvement
In addition to our team members' personal initiatives, we also support the following causes: the Outaouais health foundation External link., the Montreal Canadiens Children's Foundation External link., La Cité collégiale External link. (site in French only) and the Francophone association for social inclusion in Ottawa (AISO) External link. (site in French only).
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
Incorporated companies and professionals
Tax-efficient portfolios, exchange-traded funds and responsible investing
Communications
Quarterly statement
Every quarter, our group offers you a review of the latest global financial news.
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.
Marc-Antoine Gagnon
BCom, CIM®
Portfolio Manager, Wealth Manager
819-772-1921 Phone number of Marc-Antoine Gagnon. This link opens your phone app.
BCom, CIM®
Portfolio Manager, Wealth Manager
- Chartered Investment Manager (CIM)
- Bachelor of commerce from the University of Ottawa
- Has worked in the financial services industry since 2007
As a portfolio manager, Marc-Antoine is known for his friendliness and openness and for making complex topics easy to understand. A graduate of University of Ottawa's Telfer School of Management and a Chartered Investment Manager (CIM), he has the expertise to best serve Ottawa and Gatineau's high-net-worth families.
He is an excellent listener, who has a real passion for helping his clients reach their goals.
Marc-Antoine is very active in the Orleans and Ottawa communities and has been involved in several local business groups and associations. He's also a consultant for Collège La Cité's business administration program.
Marc-Antoine offers advisory services in both English and French.
LinkedIn profile External link.
Phone
819-772-1921 Phone number of Marc-Antoine Gagnon. This link opens your phone app.
Alexandre Charron
MBA, BAA, CIM®
Portfolio Manager, Wealth Manager
819-920-1206 Phone number of Alexandre Charron. This link opens your phone app.
MBA, BAA, CIM®
Portfolio Manager, Wealth Manager
- Master of business administration (MBA) from Université du Québec en Outaouais
- Bachelor of business administration with a specialization in finance from Université du Québec en Outaouais
- Has experience in the Desjardins caisse network and a major mutual fund firm
- Member of the committee in charge of the MBA program at Université du Québec en Outaouais
As a wealth manager at Desjardins Securities, Alexandre has been helping his clients reach their financial goals since 2015. His commitment to quality service and building long-term client relationships is unwavering.
Preserving clients' capital is critical to him, so he actively collaborates with his team to minimize risks in their portfolios. He believes that effective and transparent communication is key to building trust. He is a meticulous and genuine person who knows how to make complex financial concepts easy to understand.
LinkedIn profile External link.
Phone
819-920-1206 Phone number of Alexandre Charron. This link opens your phone app.
Nathalie Drouin
CSC®
Assistant Wealth Management Advisor
819-772-1924 Phone number of Nathalie Drouin. This link opens your phone app.
CSC®
Assistant Wealth Management Advisor
Phone
819-772-1924 Phone number of Nathalie Drouin. This link opens your phone app.
Soheir Benmansour
Assistant Wealth Management Advisor
819-772-0149 Phone number of Soheir Benmansour. This link opens your phone app.
Assistant Wealth Management Advisor
Phone
819-772-0149 Phone number of Soheir Benmansour. This link opens your phone app.
Cynthia Bolduc
Wealth Management Assistant
819-772-2221 Phone number of Cynthia Bolduc. This link opens your phone app., ext 5021277
Wealth Management Assistant
Phone
819-772-2221 Phone number of Cynthia Bolduc. This link opens your phone app., ext 5021277
Partners
We work with skilled professionals
André Auclair
Notary
Amandine Bourillon
Notary
Geneviève D'Amours
Notary
Jérôme Dostie-Bourgault
Senior Tax Advisor
Geneviève Forest
Senior Financial Planning Advisor
Patricia Girard
Financial Planner
Laurent Poirier
Financial Security Advisor
Alain Saint-Jacques
Business Transfer Coach
Stéphane Thibault
Senior Tax Advisor
Branch information
Gatineau
880 De La Carrière Boulevard
Suite 200
Gatineau QC J8Y 6T5
Directions External link.
Phone
819-772-2221 Ce lien ouvre votre application de téléphonie.
1-888-772-2411 Ce lien ouvre votre application de téléphonie.
Ottawa
1173 Chemin Cyrville
2nd Floor
Ottawa ON K1J 7S6
Directions External link.
What sets us apart
Excellence accreditation
The Excellence Accreditation shows that our investment advisors meet the highest quality standards.
