Goyette Bonin Team
Desjardins Securities
About us
Our approach
The Goyette Bonin Team delivers tailored, professional services built on trust to help you achieve your financial goals. We focus on optimal asset allocation according to your investor profile and employ strategies that minimize the tax impact on your portfolio.
Our investment philosophy
Our investment philosophy is methodical and disciplined. We assess your investments comprehensively to implement effective asset allocation strategies while avoiding impulsive decisions. We favour industry-leading companies with strong financial health to ensure a resilient portfolio.
Community involvement
In addition to our volunteer work with local and provincial sports federations, we actively support a number of initiatives, including the GoodSpark Fund External link., the Montreal Canadiens Children’s Foundation External link. and Fondation Richelieu de Trois-Rivières (site in French only) 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
Foundations and non-profit organizations
Businesses, limited partnerships and trusts
Incorporated professionals and real estate entrepreneurs
Communications
Emails
We provide our clients with regular updates on taxation, the stock market, the economy and other relevant financial topics.
Conferences
Our clients are invited to attend informative conferences tailored to enhance their wealth management experience.
Our team
- Équipe
- Collaboratrices et collaborateurs
Équipe
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.
Philip Goyette
Senior Wealth Manager
819-693-7666 Phone number of Philip Goyette. This link opens your phone app.
Senior Wealth Manager
After earning his degree in administration from Cégep de Trois-Rivières, Philip held several positions before joining the Desjardins Securities team in June 2002. He has more than 20 years of experience working for the organization, giving him extensive expertise with entrepreneurs and business people.
Although known for his in-depth knowledge of tax shelters and meticulous portfolio management skills, it’s undoubtedly his human side and interpersonal skills that have made his long-standing clients so loyal.
LinkedIn profile External link.
Phone
819-693-7666 Phone number of Philip Goyette. This link opens your phone app.
Bruno-Pier Courchesne
BBA
Associate Wealth Management Advisor
819-693-3750 Phone number of Bruno-Pier Courchesne. This link opens your phone app., ext 5052041
BBA
Associate Wealth Management Advisor
With over 10 years of experience in banking, Bruno-Pier supports his clients with professionalism and care as they work toward their financial goals. He holds a bachelor’s degree in international business and finance and brings strong expertise in wealth management and investment strategies. Bruno-Pier takes a disciplined, detail-oriented approach—values he developed as a former athlete. He believes in the power of teamwork and collaboration to help clients achieve their financial aspirations.
Phone
819-693-3750 Phone number of Bruno-Pier Courchesne. This link opens your phone app., ext 5052041
William Bonin
BBA
Wealth Manager
819-693-1981 Phone number of William Bonin. This link opens your phone app.
BBA
Wealth Manager
William has a bachelor’s degree in business administration with a specialization in finance from Université du Québec à Trois-Rivières. He’s worked for Desjardins Group since 2017.
Before joining Desjardins Securities, he worked as a financial security advisor at Desjardins Financial Security, where he focused on protecting and effectively transferring wealth for his clients. His experience in this area enables him to take decisive actions while carefully assessing all risks related to wealth management.
He’s diligent, detail-oriented, and prioritizes his clients’ well-being. His proactive approach and determination help him consistently provide valuable insights, no matter the circumstances.
Voir sur LinkedIn Lien externe au site.
Phone
819-693-1981 Phone number of William Bonin. This link opens your phone app.
Félissia Ménard-Côté
Wealth Management Associate
819-693-3750 Phone number of Félissia Ménard-Côté. This link opens your phone app., ext 5052080
Wealth Management Associate
Phone
819-693-3750 Phone number of Félissia Ménard-Côté. This link opens your phone app., ext 5052080
Collaboratrices et collaborateurs
We work with skilled professionals
André Auclair
Notary
Amandine Bourillon
Notary
Geneviève D'Amours
Notary
Claude Desautels
Financial Security Advisor
Jérôme Dostie-Bourgault
Senior Tax Advisor
Geneviève Forest
Senior Financial Planning Advisor
Hany Malek
Financial Planner
Alain Saint-Jacques
Business Transfer Coach
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
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.
