Houle Poulin Team
Desjardins Securities
About us
Our approach
We aspire to be your trusted partner, fostering a close relationship with you and your family to serve as your primary resource for wealth management decisions. Your personal goals are at the heart of our strategy, guiding our recommendations and the tailored solutions we provide.
Our investment philosophy
Our philosophy involves bringing together top-quality managers with strategies designed to yield steady and reliable returns over the long term.
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
Management companies and foundations
Incorporated professionals and agricultural entrepreneurs
Mass affluent individuals and high-net-worth individuals
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.
Jesse Houle
BBA, F.Pl.
Wealth Manager
Financial Planner
819-357-5236 Phone number of Jesse Houle. This link opens your phone app., ext 5031228
BBA, F.Pl.
Wealth Manager
Financial Planner
Jesse holds a bachelor’s degree in finance from Université du Québec à Trois-Rivières and the financial planner designation. He has over 17 years of experience at Desjardins. He has served as both a financial planner and wealth management account manager at Desjardins Signature Service. He’s known for delivering exceptional service and personalized wealth management solutions that align with client expectations.
As a dedicated father of two, he enjoys golfing, hockey, spending quality evenings with friends, and savoring good food.
Phone
819-357-5236 Phone number of Jesse Houle. This link opens your phone app., ext 5031228
Daniel Poulin
BBA, FCSI®, CIM®, F.Pl.
Wealth Manager
819-357-5220 Phone number of Daniel Poulin. This link opens your phone app., ext 5031233
BBA, FCSI®, CIM®, F.Pl.
Wealth Manager
Daniel holds a bachelor’s degree in finance from Université du Québec à Montréal, along with the Financial Planner designation from the Institute of Financial Planning. He is also a Chartered Investment Manager and a Fellow of the Canadian Securities Institute—the highest distinction in Canadian financial services. With over 25 years of experience, Daniel is recognized for his innovative investment solutions and comprehensive wealth management solutions tailored to meet client needs.
A father to an 11-year-old boy, he’s passionate about food and wine and enjoys an active lifestyle, which includes tennis, field hockey and downhill skiing.
Phone
819-357-5220 Phone number of Daniel Poulin. This link opens your phone app., ext 5031233
Marie-Claude Poulin
Associate Wealth Management Advisor
819-751-5110 Phone number of Marie-Claude Poulin. This link opens your phone app.
Associate Wealth Management Advisor
Marie-Claude holds a diploma of college studies in administrative techniques with a specialization in finance and boasts over 20 years of experience at Desjardins Securities. Having served as an assistant and a branch coordinator, she has been an associate advisor since 2015.
A mother of two teenagers, she is passionate about sports, especially volleyball. Marie-Claude enjoys evenings out with friends and cherishes the opportunity to care for those around her.
Phone
819-751-5110 Phone number of Marie-Claude Poulin. This link opens your phone app.
Patrick Tourigny
BBA, F.Pl.
Associate Wealth Management Advisor
819-477-7100 Phone number of Patrick Tourigny. This link opens your phone app.
BBA, F.Pl.
Associate Wealth Management Advisor
Patrick has been passionate about finance since 1994. He puts his expertise to work for your financial goals and life plan. He can help you develop a financial itinerary that takes all your needs into consideration.
- Bachelor of business administration
- More than 25 years as a financial planner
Phone
819-477-7100 Phone number of Patrick Tourigny. This link opens your phone app.
Trécy Mercier
Wealth Management Assistant
819-357-5236 Phone number of Trécy Mercier. This link opens your phone app., ext 5031257
Wealth Management Assistant
Phone
819-357-5236 Phone number of Trécy Mercier. This link opens your phone app., ext 5031257
Partners
We work with skilled professionals
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
Audréanne Leblanc
Financial Planner
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
Victoriaville
15 Arthabaska E Boulevard
Victoriaville QC G6T 0S4
Directions External link.
Phone
819-357-5220 This link opens your phone app.
1-800-465-5522 This link opens your phone app.
