Tremblay-Letarte Team
Desjardins Securities
About us
Our approach
We believe in using a people-first approach when providing financial services. We build trusting, respectful relationships and take the time to listen to your needs. Our goal is to help you make informed financial decisions tailored to each individual client we work with.
Our investment philosophy
Our investment philosophy focuses on optimizing returns while carefully managing risk in a complex geopolitical landscape. To protect and grow your assets, we prioritize a flexible and efficient approach that adapts to market trends.
Community involvement
We’re committed to making financial services accessible and easy to understand. That’s why we support initiatives that promote financial education, social inclusion and the economic well-being of communities.
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
Agriculture companies and non-profit organizations
Entrepreneurs
Communications
Monthly newsletter
Our newsletter covers market news and transaction notices in our discretionary portfolios.
Our team
- Team
- Partners
Team
Catherine Tremblay
F.Pl.
Senior Wealth Manager
450-223-1953 Phone number of Catherine Tremblay. This link opens your phone app., ext 5092023
F.Pl.
Senior Wealth Manager
- Certificate in financial planning from Université Laval
- More than 15 years of experience as a financial planner with Desjardins Group
Driven by a strong desire to help others, Catherine studied psychology while earning a bachelor’s degree.
An excellent listener, she’s committed to understanding her clients, their dreams and their concerns.
When you work with Catherine, you immediately feel at ease knowing you’re in capable hands.
LinkedIn profile External link.
Phone
450-223-1953 Phone number of Catherine Tremblay. This link opens your phone app., ext 5092023
Christian Letarte
F.Pl.
Wealth Manager
450-676-3299 Phone number of Christian Letarte. This link opens your phone app.
F.Pl.
Wealth Manager
- Financial Planner designation from the Quebec Institute of Financial Planning
- With Desjardins for over 20 years
Christian possesses extensive financial expertise and strong interpersonal skills, both essential qualities to be a successful wealth manager and financial planner. A great listener, he demonstrates empathy and skillfully identifies his clients’ needs.
In retirement planning, Christian leverages his expert knowledge and offers an approach based on integrity and rigour.
His skilled approach and many years of experience are valuable assets that help him identify, monitor and achieve our clients’ financial goals.
Responsibilities
- Retirement planning
- Managing investments
- Regular monitoring of portfolios
Phone
450-676-3299 Phone number of Christian Letarte. This link opens your phone app.
Charles Morin
CIM®
Wealth Manager
450-671-2123 Phone number of Charles Morin. This link opens your phone app.
CIM®
Wealth Manager
Before joining Desjardins, Charles was an Investment Advisor at leading financial firm, building the expertise he now uses to provide clients with sound financial advice. He’s known for his integrity, attention to detail, fostering trusting relationships with his clients and making complex financial matters easy to grasp.
- Has worked in financial services for over 5 years
- Holder of the prestigious Chartered Investment Manager (CIM®) designation
LinkedIn profile External link.
Phone
450-671-2123 Phone number of Charles Morin. This link opens your phone app.
Michaël Bilodeau
Associate Wealth Management Advisor
819-477-0336 Phone number of Michaël Bilodeau. This link opens your phone app.
Associate Wealth Management Advisor
Michaël is skilled in understanding people’s needs and building trusting relationships through his customer service experience. He’s both friendly and professional and brings his expertise to our team, helping clients make informed decisions.
- Joined Desjardins Securities in 2021 .
- Successfully completed the following courses: CSC®, MNP®, WME® and AIS®
- Working toward earning the Chartered Investment Manager (CIM®) designation
LinkedIn profile External link.
Phone
819-477-0336 Phone number of Michaël Bilodeau. This link opens your phone app.
Maryse Véronneau
Wealth Management Associate
450-671-2123 Phone number of Maryse Véronneau. This link opens your phone app., ext 5092002
Wealth Management Associate
Phone
450-671-2123 Phone number of Maryse Véronneau. This link opens your phone app., ext 5092002
Catherine Guimond
Wealth Management Assistant
450-223-1673 Phone number of Catherine Guimond. This link opens your phone app., ext 5091719
Wealth Management Assistant
Phone
450-223-1673 Phone number of Catherine Guimond. This link opens your phone app., ext 5091719
Julie Bertrand
Wealth Management Assistant
450-223-1673 Phone number of Julie Bertrand. This link opens your phone app., ext 5091185
Wealth Management Assistant
Phone
450-223-1673 Phone number of Julie Bertrand. This link opens your phone app., ext 5091185
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
Laurent Poirier
Financial Security Advisor
Stéphane Thibault
Senior Tax Advisor
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.
