Tremblay Group
Desjardins Securities
About us
Our approach
Building trust and nurturing close relationships with our clients is central to our mission. By understanding your needs and actively listening, we partner with you and your family to prioritize your financial goals. We believe that integrity, transparency, empathy and efficiency are essential in delivering exceptional service.
Our investment philosophy
Our team is dedicated to understanding your challenges and aligning your investments with your financial needs. We provide guidance at every stage of your financial journey, ensuring you have the support needed to achieve your goals.
Community involvement
Our team has engaged with the community in many ways over the years, such as participating in fundraising events, taking part in volunteer days and serving on boards. We are particularly committed to the following causes (sites in French only): United Way Centraide Saguenay–Lac-Saint-Jean External link, the Saguenay historical society External link, the solidarity coop of Lac Kénogami External link, Fuqac External link and the Sœurs de Notre-Dame du Bon-Conseil congregation.
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
Exchange-traded funds
ESG criteria
Communications
Quarterly newsletters
Our newsletters provide clients with updates on the performance of our discretionary management portfolios and insights into our equity management strategies.
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.
Janick Tremblay
BBA, CIM®, F.Pl.
Portfolio Manager
Senior Wealth Manager
418-693-0207 Phone number of Janick Tremblay. This link opens your phone app., ext 5072005
BBA, CIM®, F.Pl.
Portfolio Manager
Senior Wealth Manager
- 25 years of experience in specialized financial services
- Bachelor’s degree in business administration, major in finance
- Member of the Institute of Financial Planning
- Chartered Investment Manager (CIM)
Janick joined Desjardins Group in 1997 and worked in the business services sector until 2008. She has in-depth knowledge of the unique credit and savings needs of business owners. She has also formed teams specializing in the real estate and institutional sectors.
In 2009, she switched over to wealth management, first as a business development manager at Caisse Desjardins de Chicoutimi and later as an investment advisor and partner at Tremblay Group. As a portfolio manager, Janick oversees the investment committee and the discretionary management team.
In 2022, she won the Inspiring Leader award from Desjardins Securities for her community involvement and support for several philanthropic causes. Janick is also passionate about making sure that women are well represented in finance.
LinkedIn profile External link.
Phone
418-693-0207 Phone number of Janick Tremblay. This link opens your phone app., ext 5072005
Martin Tremblay
BBA, F.Pl.
Senior Wealth Manager
418-693-0207 Phone number of Martin Tremblay. This link opens your phone app., ext 5072029
BBA, F.Pl.
Senior Wealth Manager
- 25 years of experience with Desjardins Group
- Bachelor’s degree in business administration, major in finance
- Member of the Institute of Financial Planning
In December 2014, Martin joined Tremblay Group as an investment advisor and financial planner. He is in charge of business development and client relations. He’s known for his financial planning expertise and keen ability to develop comprehensive wealth management strategies.
Martin is full of energy. He’s involved in organizing various activities, which helps him learn more about his clients and guide them towards strategies, products and services that meet their needs.
LinkedIn profile External link.
Phone
418-693-0207 Phone number of Martin Tremblay. This link opens your phone app., ext 5072029
Philippe Simard
BBA
Assistant Wealth Management Advisor
418-693-0207 Phone number of Philippe Simard. This link opens your phone app., ext 5072006
BBA
Assistant Wealth Management Advisor
- 6 years of experience in financial services
- Bachelor’s degree in business administration, major in finance
Philippe worked as an advisor in the caisse network before joining Tremblay Group in 2022. His main role is to oversee the development of wealth management services, so that he can give clients personalized advice.
He also participates in investment committees to manage client assets effectively. Philippe is continuing to refine his knowledge so that he can become a portfolio manager and wealth manager.
LinkedIn profile External link.
Phone
418-693-0207 Phone number of Philippe Simard. This link opens your phone app., ext 5072006
Frédérique Baron St-Pierre
Wealth Management Assistant
418-693-6375 Phone number of Frédérique Baron St-Pierre. This link opens your phone app.
Wealth Management Assistant
Phone
418-693-6375 Phone number of Frédérique Baron St-Pierre. This link opens your phone app.
Alexandre Claveau
CFA®, MSc
Assistant Wealth Management Advisor
418-693-0207 Phone number of Alexandre Claveau. This link opens your phone app., ext 5072283
CFA®, MSc
Assistant Wealth Management Advisor
- 5 years of experience in financial services
- Master's degree in Management Science, Finance specialization
- CFA certification
Alexandre worked as an analyst at the Desjardins Business centre before joining Groupe Tremblay in 2025. His primary role in the team is to support portfolio management and advise clients.He also oversees the Investment Committee.
LinkedIn profile External link.
Phone
418-693-0207 Phone number of Alexandre Claveau. This link opens your phone app., ext 5072283
Johanie Savard
Wealth Management Assistant
418-693-0207 Phone number of Johanie Savard. This link opens your phone app.
Wealth Management Assistant
Phone
418-693-0207 Phone number of Johanie Savard. This link opens your phone app.
Partners
We work with skilled professionals
André Auclair
Notary
Amandine Bourillon
Notary
Geneviève D'Amours
Notary
Jérôme Dostie-Bourgault
Senior Tax Advisor
Geneviève Forest
Senior Financial Planning Advisor
Jeffrey Morrow
Financial Security Advisor
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
Chicoutimi
1700 Talbot Boulevard
Suite 201
Chicoutimi QC G7H 7Z4
Directions External link.
Phone
418-693-0207 This link opens your phone app.
1-800-232-0207 This link opens your phone app.
What sets us apart
Community involvement recognition
In 2024, Janick Tremblay was recognized for her community involvement by the Finance et Investissement External link. newspaper.
