Chartier Team
Desjardins Securities
About us
Our approach
We focus on intergenerational support to empower your family in building and consolidating wealth. From early financial education to estate planning, we guide you every step of the way.
Our investment philosophy
We provide tailored financial management designed for your needs. By adhering to conservative investment principles, we create robust portfolios that perform consistently across all market conditions.
Community involvement
We’re proud to represent several nonprofit organizations with important social missions and regularly participate in their events. Additionally, we’re proud to be frontline partners of the Montreal Canadiens Children’s Foundation External link..
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
Foundations, non-profit organizations and incorporated professionals
Tax planning
Communications
Emails
We keep our clients informed with updates on financial news. Clients who have chosen discretionary management also receive transaction notifications.
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.
Daniel Chartier
CPA
Portfolio Manager
Senior Wealth Manager
514-281-4249 Phone number of Daniel Chartier. This link opens your phone app.
CPA
Portfolio Manager
Senior Wealth Manager
An accountant by training, Daniel Chartier became an investment advisor in 1987. In addition to advising clients, he was instrumental in the creation and growth of Desjardins Securities. In 1996, the Investment Dealers Association of Canada (now the Investment Industry Regulatory Organization of Canada) recognized his professionalism and contribution to the industry with the prestigious Distinction Award – Quebec Section.
Phone
514-281-4249 Phone number of Daniel Chartier. This link opens your phone app.
Elise Chartier
CIM®
Portfolio Manager
Senior Wealth Manager
514-281-7364 Phone number of Elise Chartier. This link opens your phone app.
CIM®
Portfolio Manager
Senior Wealth Manager
Elise joined the team in 2010 as an associate advisor and later advanced to the roles of portfolio manager and senior wealth manager.
With her professional training and years of experience in the securities industry, she’s built strong relationships with all our clients.
LinkedIn profile External link.
Phone
514-281-7364 Phone number of Elise Chartier. This link opens your phone app.
Annie Sonier
Associate Wealth Management Advisor
514-281-7729 Phone number of Annie Sonier. This link opens your phone app.
Associate Wealth Management Advisor
Annie has been with Desjardins Securities since 1997, where she’s developed extensive experience in administrative support. She joined the Chartier Team in 2002 and became an advisor in 2007. She plays a key role in ensuring our clients receive first-class service.
LinkedIn profile External link.
Phone
514-281-7729 Phone number of Annie Sonier. This link opens your phone app.
Emanuela Interlino
BBA
Associate Wealth Management Advisor
514-281-7128 Phone number of Emanuela Interlino. This link opens your phone app.
BBA
Associate Wealth Management Advisor
Emanuela holds a bachelor’s degree in business administration. She joined Desjardins Securities in 2000, became an advisor in 2005 and became part of the Chartier Team in 2012.
She leverages her background in finance to deliver exceptional customer service.
Phone
514-281-7128 Phone number of Emanuela Interlino. This link opens your phone app.
Mélanie Beaudoin
Wealth Management Associate
514-281-2303 Phone number of Mélanie Beaudoin. This link opens your phone app.
Wealth Management Associate
Phone
514-281-2303 Phone number of Mélanie Beaudoin. This link opens your phone app.
Michaël Thibault
BBA
Wealth Management Associate
514-281-2244 Phone number of Michaël Thibault. This link opens your phone app., ext 5467135
BBA
Wealth Management Associate
Phone
514-281-2244 Phone number of Michaël Thibault. This link opens your phone app., ext 5467135
Partners
We work with skilled professionals
André Auclair
Notary
Amandine Bourillon
Notary
Geneviève D'Amours
Notary
Geneviève Forest
Senior Financial Planning Advisor
Sonia Jolette
Financial Security Advisor
Vincent Sigouin-Marquis
Financial Planner
Catherine Beauchamp
Notary
Claudee L'Heureux
Financial Planner
Marie-Pier Grégoire
Notary
Lina Morin
Notary
François Remete
Notary
Myriam Verreault
Notary
Branch information
Montreal - Le Windsor
1170 Peel Street
Suite 300
Montreal QC H3B 0A9
Directions External link.
Phone
514-985-7585 Ce lien ouvre votre application de téléphonie.
1-866-985-7585 Ce lien ouvre votre application de téléphonie.
