DCF Team
Desjardins Securities
About us
Our approach
Our team offers ongoing support in your financial planning, acting as your compass to achieve medium- to long-term goals. With a flexible approach, we prioritize balance, low volatility, reduced fees and tax optimization.
Our investment philosophy
We believe that building your portfolio involves aligning your financial objectives with the right asset allocation. Our core pillars—risk management, diversification and quality stock selection—ensure that your investments seamlessly integrate with your overall financial planning strategy.
Community involvement
Our team is involved in many causes, such as the Suroit hospital’s Smile Cookie campaign (site in French only) External link., a mental health initiative to support young people in the Suroit region. We also make generous contributions to the Montreal Canadiens Children’s Foundation External link..
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 professionals and executives of large companies
Agriculture companies
Our 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.
David Charbonneau
CIM®
Senior Wealth Manager
450-671-7920 Phone number of David Charbonneau. This link opens your phone app.
CIM®
Senior Wealth Manager
- International trade and financial management diplomas from Université du Québec à Montréal and HEC Montréal
- Chartered Investment Manager designation from the Canadian Securities Institute.
- More than 20 years of experience in finance and securities
- With Desjardins Securities since 2012
- Member of the team’s investment committee in charge of growth and alternative strategies
Key responsibilities: Investment strategies, wealth management and business development
Phone
450-671-7920 Phone number of David Charbonneau. This link opens your phone app.
Charles Doucet
BComm
Senior Wealth Manager
450-377-5565 Phone number of Charles Doucet. This link opens your phone app.
BComm
Senior Wealth Manager
- Bachelor’s degree in commerce, finance major, and certificate in economics from Concordia University
- Nearly 20 years of experience in securities trading
- With Desjardins Securities since 2003
- Member of the team’s investment committee in charge of economics and fixed income
Key responsibilities: Business process optimization and team coordination
LinkedIn profile External link.
Phone
450-377-5565 Phone number of Charles Doucet. This link opens your phone app.
Didier Filion
MSc, CFA®
Portfolio Manager
Senior Wealth Manager
450-671-3133 Phone number of Didier Filion. This link opens your phone app.
MSc, CFA®
Portfolio Manager
Senior Wealth Manager
- Master’s degree in finance from HEC Montréal and Chartered Financial Analyst designation
- More than 20 years of experience in finance, securities and investor relations
- With Desjardins Securities since 2012
- Member of the team’s investment committee in charge of asset allocation, growth and alternative strategies
Key responsibilities: Discretionary portfolio management
LinkedIn profile External link.
Phone
450-671-3133 Phone number of Didier Filion. This link opens your phone app.
Simon Laurin
BBA, F.Pl.
Wealth Manager
450-377-5087 Phone number of Simon Laurin. This link opens your phone app.
BBA, F.Pl.
Wealth Manager
- Bachelor of business administration from Université du Québec à Montreal
- Financial Planner designation from the Institute of Financial Planning
- More than 20 years of experience in the financial sector
- With Desjardins since 2002
Key responsibilities: Business development and marketing
LinkedIn profile External link.
Phone
450-377-5087 Phone number of Simon Laurin. This link opens your phone app.
Jean-Pierre Rousseau
CIM®
Portfolio Manager
Wealth Manager
450-671-1386 Phone number of Jean-Pierre Rousseau. This link opens your phone app.
CIM®
Portfolio Manager
Wealth Manager
- Wealth Manager
- Portfolio Manager and Chartered Investment Manager (CIM)
- Options trading licence
- More than 20 years of experience in securities
- With Desjardins Securities since 2004
Key responsibilities: Investment strategies, wealth management and business development
LinkedIn profile External link.
Phone
450-671-1386 Phone number of Jean-Pierre Rousseau. This link opens your phone app.
Aimée Marion
BBA, F.Pl.
Wealth Manager
450-377-9235 Phone number of Aimée Marion. This link opens your phone app.
BBA, F.Pl.
Wealth Manager
- Bachelor of business administration, HEC Montréal
- Joined Desjardins Securities in 2018
- Financial Planner designation from the Institute of Financial Planning
- More than 20 years of experience in financial advisory services
Key responsibilities: Financial planning mandates, administrative follow-up and transaction execution
Phone
450-377-9235 Phone number of Aimée Marion. This link opens your phone app.
Rachel Pepin
Wealth Manager
450-671-3730 Phone number of Rachel Pepin. This link opens your phone app.
Wealth Manager
- Financial planning certificate, Université du Québec à Montréal
- More than 20 years of experience in financial advisory services
- Joined Desjardins Securities in 2015
Key responsibilities: Internal coordination, administrative follow-up and execution of discretionary management transactions
Phone
450-671-3730 Phone number of Rachel Pepin. This link opens your phone app.
Claudel Prévost
MSc, BBA
Associate Wealth Management Advisor
450-377-4597 Phone number of Claudel Prévost. This link opens your phone app.
MSc, BBA
Associate Wealth Management Advisor
- Bachelor of business administration, concentration in finance, Université Laval
- Master of science, international business, HEC Montréal
- More than 5 years of experience in finance
- Joined Desjardins Securities in March 2021
Key responsibilities: Administrative follow-up, transaction execution and investment strategies
Phone
450-377-4597 Phone number of Claudel Prévost. This link opens your phone app.
Cindy Thompson
BA
Associate Wealth Management Advisor
450-671-2247 Phone number of Cindy Thompson. This link opens your phone app.
BA
Associate Wealth Management Advisor
- BA in economics, Concordia University
- More than 20 years of experience in the securities business
Key responsibilities: Administrative follow-up, transaction execution and investment strategies
Phone
450-671-2247 Phone number of Cindy Thompson. This link opens your phone app.
Julie Jetté
Associate Wealth Management Advisor
450-377-4212 Phone number of Julie Jetté. This link opens your phone app.
Associate Wealth Management Advisor
- Certificate in business administration, Université du Québec à Montréal
- More than 30 years of experience in the securities business
- Joined Desjardins Securities in 2011
Key responsibilities: Administrative follow-up and transaction execution
Phone
450-377-4212 Phone number of Julie Jetté. This link opens your phone app.
Olivier Pearson
BSc, F.Pl.
Associate Wealth Management Advisor
450-377-3595 Phone number of Olivier Pearson. This link opens your phone app., ext 5032747
BSc, F.Pl.
Associate Wealth Management Advisor
- Bachelor's degree in economics, Université de Montréal
- Financial planner designation from the Institute of Financial Planning
- Over 8 years of experience in finance
- Joined Desjardins in 2021
Key responsibilities: Business development and marketing activities
Phone
450-377-3595 Phone number of Olivier Pearson. This link opens your phone app., ext 5032747
Elizabet Baillargeon
Wealth Management Associate
450-377-3595 Phone number of Elizabet Baillargeon. This link opens your phone app., ext 5021543
Wealth Management Associate
Phone
450-377-3595 Phone number of Elizabet Baillargeon. This link opens your phone app., ext 5021543
Marie-Gil Paquette
BBA
Wealth Management Associate
450-377-3595 Phone number of Marie-Gil Paquette. This link opens your phone app., ext 5021541
BBA
Wealth Management Associate
Phone
450-377-3595 Phone number of Marie-Gil Paquette. This link opens your phone app., ext 5021541
Mélanie Riendeau
Wealth Management Associate
450-377-3595 Phone number of Mélanie Riendeau. This link opens your phone app., ext 5032032
Wealth Management Associate
Phone
450-377-3595 Phone number of Mélanie Riendeau. This link opens your phone app., ext 5032032
Kariane Lavallée-L’Heureux
Wealth Management Assistant
450-377-8536 Phone number of Kariane Lavallée-L’Heureux. This link opens your phone app., ext 5021539
Wealth Management Assistant
Phone
450-377-8536 Phone number of Kariane Lavallée-L’Heureux. This link opens your phone app., ext 5021539
Branch information
Brossard
2000 De l’Éclipse Street
11th Floor
Brossard QC J4Z 0S2
Directions External link.
Phone
450-671-6788 Ce lien ouvre votre application de téléphonie.
1-888-883-4588 Ce lien ouvre votre application de téléphonie.
Valleyfield
825 Monseigneur-Langlois Boulevard
Suite 150
Salaberry-de-Valleyfield QC J6S 1B8
Directions External link.
Phone
450-377-3595 Ce lien ouvre votre application de téléphonie.
1-800-925-3053 Ce lien ouvre votre application de téléphonie.
