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Nicolas Poulin Team

Desjardins Securities

About us

Our approach

As your trusted wealth management partner, we put you at the centre of everything we do. Our personalized and caring approach is designed to align with your goals and reflect your values, with the aim of maximizing returns and reducing your tax burden.

Our investment philosophy

Our strategy is anchored in four pillars: disciplined diversification, sustainable growth, optimized performance, and tax efficiency. We build portfolios primarily with equity securities combined with ETFs and mutual funds to support cost-effective growth.

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

Affluent, retired, and pre-retired individuals

Operating businesses and holding companies

Agricultural entrepreneurs

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.

people

Nicolas Poulin

BBA, F.Pl.

Wealth Manager

418-692-9293 Phone number of Nicolas Poulin. This link opens your phone app.

View profile  Nicolas Poulin

Raphael Masse

Assistant Wealth Management Advisor

418-647-1151 Phone number of Raphael Masse. This link opens your phone app.

View profile  Raphael Masse

Partners

We work with skilled professionals2 to offer guidance that matches your priorities. Together, we plan and execute strategies to address both your current and future needs.

André Auclair

Notary

Alain Chevalier

Business Transfer Coach

Frédérique Dinelle

Senior Tax Advisor

Jérôme Dostie-Bourgault

Senior Tax Advisor

Jeffrey Morrow

Financial Security Advisor3

Alain Saint-Jacques

Business Transfer Coach

Stéphane Thibault

Senior Tax Advisor

Mélanie Tremblay

Senior Tax Advisor

Branch information

Quebec City

70 Dalhousie Street
5th Floor
Quebec City QC  G1K 4B2
Directions  External link.

Phone
418-692-3668 Ce lien ouvre votre application de téléphonie.
1-877-780-1166 Ce lien ouvre votre application de téléphonie.

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.. 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.Some services are offered through Desjardins Securities Financial Services, caisses or external professionals.Through Desjardins Securities Financial Services Inc.