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Madore Bernier Veillette Team

Desjardins Securities

About us

Our approach

We are a multidisciplinary team committed to growing and protecting your family wealth. Our tailored services are built on active listening, trust and transparency, ensuring you achieve your short- and long-term financial goals.

Our investment philosophy

Capital preservation is our priority. Our portfolio management follows strict criteria: financial strength, market leadership, attractive valuation and sustainable dividends. We continuously monitor and adjust our portfolios to maintain disciplined, long-term management while integrating ESG considerations.

Community involvement

Every year, we leverage our network and platforms to support a diverse range of organizations and foundations dedicated to uplifting our local communities. Our team actively participates in numerous events and initiatives that resonate with our values and passions.

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 services1.

Learn more about our services External link.

Our team’s specialties

Discretionary and active portfolio management

Business owners and incorporated professionals

Global bond and equity management, ESG criteria and responsible investment

Communications

Quarterly newsletter

Our portfolio managers provide a summary of economic news and offer insights into our market vision.

Transaction notice

We inform our clients about transactions involving the purchase of securities to ensure they stay updated on significant changes in their portfolio.

Our team

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.

Steve Madore

CIM®, F.Pl.
Portfolio Manager, Senior Wealth Manager

418-650-6350 This link opens your phone app., ext. 5025265

Roxanne Bernier

BBA, F.Pl.
Wealth Manager

418-650-6350 This link opens your phone app., ext. 5025373

Dominic Breton-Veillette

BBA, CPA
Wealth Manager

418-650-6350 This link opens your phone app., ext. 5026729

Jean-Philippe Couture

BBA
Wealth Manager

418-650-6350 This link opens your phone app., ext. 5025545

Marie-Pascale Rivard-Francoeur

BBA, F.Pl.
Financial Planner2

418-650-6350 This link opens your phone app., ext. 5025255

Sylvie Sauvageau

BBA, CSC®
Wealth Management Associate

418-650-6350 This link opens your phone app., ext. 5025276

Carole Miller

Wealth Management Associate

418-650-6350 This link opens your phone app., ext. 5025208

Caroline Bourgault

BBA
Wealth Management Associate

418-650-6350 This link opens your phone app., ext. 5026725

Catherine Noël

Wealth Management Associate

418-650-6350 This link opens your phone app., ext. 5025272

Annie Faucher

Wealth Management Associate

418-650-6350 This link opens your phone app., ext. 5025316

Amélie Perez

Wealth Management Assistant

418-650-6350 This link opens your phone app., ext. 5026717

Partners

We work with skilled professionals3 to offer guidance that matches your priorities. Together, we plan and execute strategies to address both your current and future needs.

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 Advisor2

Audréanne Leblanc

Financial Planner2

Jeffrey Morrow

Financial Security Advisor4

Stéphane Thibault

Senior Tax Advisor

Alain Veillette

Wealth Manager

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.

Montmagny

116 Taché Boulevard West
Montmagny QC  G5V 4A8
Directions  External link.

Phone
418-248-8181 Ce lien ouvre votre application de téléphonie.
1-888-742-8181 Ce lien ouvre votre application de téléphonie.

What sets us apart

Excellence accreditation

The Excellence Accreditation shows that our investment advisors meet the highest quality standards.

Desjardins Securities is a trade name used by Desjardins Securities Inc. Desjardins ®, Desjardins Wealth Management Securities ™ and related trademarks are trademarks of the Fédération des caisses Desjardins du Québec used under licence. Desjardins Securities Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF). To find out if a person is currently employed by a company regulated by the CIRO, refer to the Advisor Report External link.. Chartered Investment Manager (CIM®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc.Canadian Securities Course (CSC®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc. Investment solutions and discretionary portfolios management service is offered by Desjardins Securities Inc. Your Signature Service turnkey offer also uses other specialists from Desjardins Group. The financing and transaction solutions are provided by Fédération des caisses Desjardins du Québec. Some of the financial planning, tax, trust and estate services can be offered by Desjardins Trust Inc. Desjardins Financial Security Life Assurance Company provides life and health insurance, while Desjardins General Insurance Inc. provides property and casualty insurance.Financial planner at Desjardins Financial Services Firm Inc.Some services are offered through Desjardins Securities Financial Services, caisses or external professionals.Through Desjardins Securities Financial Services Inc.