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Wealth Management

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Your team of experts

Media Experts

Media Experts

The Directory of wealth management experts is a reference tool for journalists covering financial planning and wealth management.

To come into contact with one of our experts, please contact the Desjardins public relations team at 514-281-7000 or 1-866-866-7000, ext 5553436, or by email.

Angela Iermieri

Spokesperson, Desjardins Wealth Management
Financial Planner, Desjardins Financial Services Firm

I started my career in the Caisse network in 1995 and am actually a spokesperson for Desjardins Wealth Management. As such, I have hosted a series of 28 vignettes about retirement and a series of webcasts on wealth management.

Today, I am a financial planning and personal finance expert.

Linkedin

Nicolas Richard

Chief Investment Strategist
Desjardins Wealth Management
Chartered Financial Analyst

I direct investment solutions and asset allocation activities at Desjardins Global Asset Management. My responsibilities include setting portfolio targets for a variety of global management mandates, developing equity, resources and overlay strategies, as well as operationalizing mandates related to these activities. I have been working in the financial services industry for 20 years.

I hold a Masters in finance from London Business School, received my undergraduate degree in applied mathematics (actuarial science) from the University of Montreal, and I am a Chartered Financial Analyst.

Jean-René Ouellet

Senior Analyst, Portfolio Advisory Group
Desjardins Wealth Management
Chartered Financial Analyst

I joined Desjardins Securities in 2005 as a financial analyst. I worked on the analysis and the interpretation of several research reports, and participated in Portfolios Management and performance analysis. Senior Analyst and asset allocation strategist for U.S. stocks, I am now portfolio manager for several mandates holding American equities and ETF's.

After obtaining an MBA in Finance from Université Laval, I worked as a U.S. small-cap equities analyst. I also hold the CFA (Chartered Financial Analyst) designation.

Rosalie Vendette

Senior Advisor, Responsible Investment
Desjardins Wealth Management

I develop and implement Desjardins SRI strategies. I manage relations with companies in which Desjardins invests through its SRI products. I am also in charge of teaching RI principles and application to Desjardins employees.

I have a 10-year experience in RI. I am a member of the Québec PRI network – a initiative supported by the UN – and have participated in the creation of the Finance Sustainability Initiative.

Linkedin

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