Morin Ducharme Malo Team
Desjardins Securities
About us
Our approach
Our close relationship with you is at the heart of what we do. We pride ourselves on being proactive, dynamic, and transparent, offering you tailored advice that’s both accessible and easy to understand. With us by your side, you can secure a prosperous future for your assets.
Our investment philosophy
Through discretionary management, we craft personalized portfolios grounded in rigorous criteria. We continuously monitor their performance, ensuring that investment risks are effectively managed while you focus on your financial goals.
Community involvement
We are committed to contributing to the growth of our community. That’s why we support the following causes: Richelieu-Yamaska United Way External link., Big Brothers Big Sisters of Saint-Hyacinthe (site in French only) External link. and 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 and tax planning
Management companies, incorporated professionals and agricultural entrepreneurs
Investor clubs and family and testamentary trusts
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.
Vincent Morin
MSc, CFA®
Portfolio Manager
Wealth Manager
450-223-1092 Phone number of Vincent Morin. This link opens your phone app.
MSc, CFA®
Portfolio Manager
Wealth Manager
Chartered Financial Analyst of the CFA Institute
Master’s degree in finance from Université de Sherbrooke
Vincent is a hard-working and disciplined securities professional. He’s known for being a team player with strong interpersonal skills and a commitment to speaking clearly and openly. He’s talented at breaking down complex concepts and putting them into plain language for his clients to help them understand securities and investments.
Vincent is also involved in his community, holding seminars on a wide variety of economic and market-related topics each year. His abilities and in-depth understanding of the markets and economy help him educate and connect with his clients and community. Building strong relationships is very important to him.
LinkedIn profile External link.
Phone
450-223-1092 Phone number of Vincent Morin. This link opens your phone app.
Sara Ducharme
F.Pl.
Wealth Manager
450-223-1895 Phone number of Sara Ducharme. This link opens your phone app.
F.Pl.
Wealth Manager
- Financial planner (F.Pl.)
- Investment advisor with certification from the Canadian Securities Institute
Sara has been with Desjardins for over 20 years. Conscientious and dedicated, she effectively addresses the financial planning needs of her business partners and supports investment project development. Her ability to simplify complex concepts ensures clients understand their financial strategies from the first meeting.
Sara listens carefully, seeks to understand her clients and provides tailored advice. Her diligence, transparency and strong interpersonal skills make her a valuable asset.
LinkedIn profile External link.
Phone
450-223-1895 Phone number of Sara Ducharme. This link opens your phone app.
David-Alexandre Malo
BBA, F.Pl.
Wealth Manager
450-223-1349 Phone number of David-Alexandre Malo. This link opens your phone app.
BBA, F.Pl.
Wealth Manager
- Certificates in accounting and financial planning
- In the financial field since 2001
- Former administrative director of an industrial company
- Advisor to affluent clients at Caisse de la Vallée des Patriotes from 2007 to 2011
- Joined Desjardins Securities at the Saint-Hyacinthe branch in 2011
- Volunteer at Big Brothers Big Sisters of Saint-Hyacinthe
LinkedIn profile External link.
Phone
450-223-1349 Phone number of David-Alexandre Malo. This link opens your phone app.
Nicolas Racicot
MSc, BBA, CIM®, F.Pl.
Wealth Manager
450-223-1381 Phone number of Nicolas Racicot. This link opens your phone app.
MSc, BBA, CIM®, F.Pl.
Wealth Manager
- Bachelor of business administration, Université de Sherbrooke
- Master’s degree in finance, Université de Sherbrooke
- Financial planner designation from the Institute of Financial Planning
- Certified Investment Manager (CIM®)
- Options Licencing Course, IIROC
- Nicolas has more than 10 years of experience in securities and finance.
Phone
450-223-1381 Phone number of Nicolas Racicot. This link opens your phone app.
Claudie Lemire-Mathieu
BBA, F.Pl.
Associate Wealth Management Advisor
450-223-1673 Phone number of Claudie Lemire-Mathieu. This link opens your phone app., ext 5091266
BBA, F.Pl.
Associate Wealth Management Advisor
Claudie has worked in the financial services industry since 2015. She obtained her bachelor degree in business administration with a specialization in finance in 2018 and her certificate in financial planning in 2020. She also successfully completed the CSC®, CPH®, and WME® exams, and became a financial planner in 2020 and an investment advisor in 2023.
Today, Claudie leverages her expertise to serve clients as part of the Morin Ducharme Malo team, offering an integrated approach to wealth management.
What sets Claudie apart is her ability to keep people at the heart of her work. She builds strong relationships, collaborates seamlessly with other professionals and creates financial strategies that align with her clients' priorities.
LinkedIn profile External link.
Phone
450-223-1673 Phone number of Claudie Lemire-Mathieu. This link opens your phone app., ext 5091266
Danielle Donckerwolcke
Wealth Management Assistant
450-223-1694 Phone number of Danielle Donckerwolcke. This link opens your phone app.
Wealth Management Assistant
Phone
450-223-1694 Phone number of Danielle Donckerwolcke. This link opens your phone app.
Myriam Dubé
Wealth Management Assistant
450-223-1673 Phone number of Myriam Dubé. This link opens your phone app., ext 5092118
Wealth Management Assistant
Phone
450-223-1673 Phone number of Myriam Dubé. This link opens your phone app., ext 5092118
Lucie Montour
Wealth Management Assistant
450-223-1673 Phone number of Lucie Montour. This link opens your phone app., ext 5471172
Wealth Management Assistant
Phone
450-223-1673 Phone number of Lucie Montour. This link opens your phone app., ext 5471172
Julie Bergeron
Wealth Management Assistant
450-223-1673 Phone number of Julie Bergeron. This link opens your phone app., ext 5092144
Wealth Management Assistant
Phone
450-223-1673 Phone number of Julie Bergeron. This link opens your phone app., ext 5092144
Branch information
Saint-Hyacinthe
1395 Daniel-Johnson Street East
Suite 201
Saint-Hyacinthe QC J2S 7Y6
Directions External link.
Phone
450-223-1673 Ce lien ouvre votre application de téléphonie.
1-888-313-6150 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.
