Gilbert & Vachon Group
Desjardins Securities
About us
Our approach
Our team dynamic is built on a foundation of trust—simple, honest, and transparent. Your financial concerns and investment philosophy are unique. Our mission is to be your partner, offering a personalized strategy tailored to your expectations.
Our investment philosophy
We focus on disciplined, long-term investing. We diversify assets and select high-quality dividend-paying securities to manage risk and preserve capital. Our portfolios are reviewed regularly to ensure responsible management that integrates ESG criteria.
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
Business owners and incorporated professionals
Customized portfolio management
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.
Martin Gilbert
Wealth Manager
418-833-4414 Phone number of Martin Gilbert. This link opens your phone app.
Wealth Manager
Martin spent over five years as an insurance broker at a leading brokerage firm in the Quebec City area before joining Desjardins Securities in 2001. This experience broadened his skill set and enhances the depth of his approach when advising clients.
Phone
418-833-4414 Phone number of Martin Gilbert. This link opens your phone app.
Antoine Vachon
BBA
Wealth Manager
418-833-4867 Phone number of Antoine Vachon. This link opens your phone app.
BBA
Wealth Manager
- Bachelor of business administration, Université Laval
- Has been working in the securities industry since 2007
- Member of the management committee of a leading brokerage firm since 2008
LinkedIn profile External link.
Phone
418-833-4867 Phone number of Antoine Vachon. This link opens your phone app.
Valérie Gosselin
BBA, F.Pl.
Associate Wealth Management Advisor
418-833-7044 Phone number of Valérie Gosselin. This link opens your phone app.
BBA, F.Pl.
Associate Wealth Management Advisor
- Financial Planner (F.Pl.) since 2020
- With Desjardins since 2008
- Graduate of the Institute of Financial Planning
Phone
418-833-7044 Phone number of Valérie Gosselin. This link opens your phone app.
Guylaine Beaudoin
BBA
Wealth Management Associate
418-833-8545 Phone number of Guylaine Beaudoin. This link opens your phone app.
BBA
Wealth Management Associate
Phone
418-833-8545 Phone number of Guylaine Beaudoin. This link opens your phone app.
Partners
We work with skilled professionals
Alain Chevalier
Business Transfer Coach
Frédérique Dinelle
Senior Tax Advisor
Jérôme Dostie-Bourgault
Senior Tax Advisor
Hany Malek
Financial Planner
Jeffrey Morrow
Financial Security Advisor
Sami Nathoo
Financial Planner
Alain Saint-Jacques
Business Transfer Coach
Stéphane Thibault
Senior Tax Advisor
Mélanie Tremblay
Senior Tax Advisor
Branch information
Sainte-Foy
Place de la Cité – PwC Tower
2640 Laurier Boulevard
Suite 1400
Sainte-Foy QC G1V 5C2
Directions External link.
Phone
418-650-6350 Ce lien ouvre votre application de téléphonie.
1-800-361-6006 Ce lien ouvre votre application de téléphonie.
