Bartlett-Bouchard Team
Desjardins Securities
About us
Our approach
We help grow your wealth through a clear, human-centered process that’s stable, transparent, and focused on long-term value. Our holistic approach emphasizes wise investing and lasting client relationships built on trust.
Our investment philosophy
We favour a low turnover rate and long-term holdings of 5 to 10 years or more. We focus on industry leaders in less competitive sectors and build concentrated portfolios with strategic sector diversification.
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
Entrepreneurs
Professionals in healthcare, agriculture, and real estate
Foundations, cooperatives, unions, and nonprofit organizations
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.
David Bartlett
MTax, BBA, CIM®, F.Pl.
Wealth Manager
Portfolio Manager
819-693-7567 Phone number of David Bartlett. This link opens your phone app.
MTax, BBA, CIM®, F.Pl.
Wealth Manager
Portfolio Manager
For nearly 20 years, David has been assisting clients with portfolio management and financial planning. Through his academic journey, he came to understand that true expertise is gained not only in the classroom, but also through real-world experience—by learning from financial leaders who chose to think differently.
He’s driven by a daily commitment to growth, learning, and inspiring others.
LinkedIn profile External link.
Phone
819-693-7567 Phone number of David Bartlett. This link opens your phone app.
Étienne Bouchard
BBA, F.Pl.
Wealth Manager
819-370-2017 Phone number of Étienne Bouchard. This link opens your phone app.
BBA, F.Pl.
Wealth Manager
Étienne holds a bachelor of business administration with a specialization in Finance from Université du Québec à Trois-Rivières. He completed his academic journey with a certificate in financial planning and earned the Financial Planner designation.
Since joining our team in 2020, Étienne has been dedicated to ensuring every client has a personalized, comprehensive financial plan that’s fully integrated with their investment strategy. He’s known for his active listening, approachability, and professional service.
With a strong passion for financial markets and taxation, Étienne is committed to ongoing learning so he can continue sharing valuable insights with our clients.
Phone
819-370-2017 Phone number of Étienne Bouchard. This link opens your phone app.
Félix Gélinas
BBA, F.Pl.
Financial Planner
819-693-3750 Phone number of Félix Gélinas. This link opens your phone app., ext 5052088
BBA, F.Pl.
Financial Planner
Mr. Gélinas provides comprehensive financial planning services tailored to families and entrepreneurs. Building on his current studies, he's integrating a modern and rigorous tax perspective with his recommendations, aligned with the needs of our clients.
- Bachelor of business administration, Finance (BBA)
- Financial Planner
- Joined Desjardins Group in 2019
- Completing a master’s degree in taxation, Université de Sherbrooke
Phone
819-693-3750 Phone number of Félix Gélinas. This link opens your phone app., ext 5052088
Simon Paquette
Associate Wealth Management Advisor
819-693-3750 Phone number of Simon Paquette. This link opens your phone app., ext 5052006
Associate Wealth Management Advisor
Simon studied business administration in Trois-Rivières and brings over 17 years of experience at Desjardins in financial advisory and client services. Over the years, he’s worked with several entities within Desjardins Group, building strong communication channels and gaining a solid understanding of the organization—expertise he now draws on to meet the diverse needs of his clients. He joined Desjardins Securities in 2021.
Simon works closely with a segment of our clients, providing ongoing support to help them achieve their financial goals.
He’s won caisse network Circle of Excellence awards on several occasions.
Phone
819-693-3750 Phone number of Simon Paquette. This link opens your phone app., ext 5052006
Julie Delisle
BBA, F.Pl.
Associate Wealth Management Advisor
819-609-6751 Phone number of Julie Delisle. This link opens your phone app., ext 5052045
BBA, F.Pl.
Associate Wealth Management Advisor
Madame Delisle uses a caring and disciplined approach in her work. She's known for her ability to build strong and lasting business relationships through a structured planning process that optimizes, protects and grows wealth.
- Bachelor of business administration, Finance (BBA)
- Financial planning certificate
- More than 15 years in business development and strategic support for business clients
- Joined Desjardins Group in 1994
Phone
819-609-6751 Phone number of Julie Delisle. This link opens your phone app., ext 5052045
Guylaine Lafond
Assistant Wealth Management Advisor
819-693-4445 Phone number of Guylaine Lafond. This link opens your phone app.
Assistant Wealth Management Advisor
Guylaine brings nearly 40 years of experience in the securities industry.
A graduate of the Canadian Securities Institute, she’s recognized for her professionalism, in-depth technical expertise, and consistently attentive client service.
Phone
819-693-4445 Phone number of Guylaine Lafond. This link opens your phone app.
Josée Patry
Wealth Management Associate
819-693-3750 Phone number of Josée Patry. This link opens your phone app., ext 5052023
Wealth Management Associate
Phone
819-693-3750 Phone number of Josée Patry. This link opens your phone app., ext 5052023
Barbara Mongrain
BBA
Wealth Management Assistant
1-888-316-3750 Phone number of Barbara Mongrain. This link opens your phone app., ext 5052026
BBA
Wealth Management Assistant
Phone
1-888-316-3750 Phone number of Barbara Mongrain. This link opens your phone app., ext 5052026
Audrey Plante
Wealth Management Assistant
819-693-3750 Phone number of Audrey Plante. This link opens your phone app., ext 5471730
Wealth Management Assistant
Phone
819-693-3750 Phone number of Audrey Plante. This link opens your phone app., ext 5471730
Branch information
Trois-Rivières
4505 Des Récollets Boulevard
Trois-Rivières QC G9A 5V2
Directions External link.
Phone
819-693-3750 Ce lien ouvre votre application de téléphonie.
1-888-316-3750 Ce lien ouvre votre application de téléphonie.
