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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 services1.

Learn more about our services External link.

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. 

Newspaper articles

We periodically contribute to various media outlets, including La Presse, Radio-Canada and Les Affaires.

See more on LinkedIn  External link.

Our team

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 This link opens your phone app.

Elise Chartier

CIM®
Portfolio Manager, Senior Wealth Manager

514-281-7364 This link opens your phone app.

Annie Sonier

Associate Wealth Management Advisor

514-281-7729 This link opens your phone app.

Emanuela Interlino

BBA
Associate Wealth Management Advisor

514-281-7128 This link opens your phone app.

Mélanie Beaudoin

Wealth Management Associate

514-281-2303 This link opens your phone app.

Partners

We work with skilled professionals2 to offer guidance that matches your priorities. Together, we plan and execute strategies to address both your current and future needs.

André Auclair

Notary

Amandine Bourillon

Notary

Geneviève D'amours

Notary

Geneviève Forest

Notary

Sonia Jolette

Financial Security Advisor3

Audréanne Leblanc

Financial Planner4

Vincent Sigouin-Marquins

Financial Planner4

Branch information

Montréal

1 Place Ville-Marie
Suite 1970 
Montreal QC  H3B 0E8
Directions  External link.

Phone
514-876-1441  This link opens your phone app.
1-866-876-1441 This link opens your phone app.

What sets us apart

Élise Chartier nominated for Top 40 Under 40 in 2022

Canada’s Top 40 Under 40 award recognizes the new generation of talented professionals.

Daniel Chartier awarded the Philippe-Boivin award in 2023

The Philippe-Boivin award is given to an individual who has shown exceptional leadership and communication skills among their peers.

Desjardins Securities is a trade name used by Desjardins Securities Inc. Desjardins ®, Desjardins Wealth Management Securities ™ and related trademarks are trademarks of the Fédération des caisses Desjardins du Québec used under licence. Desjardins Securities Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF). To find out if a person is currently employed by a company regulated by the CIRO, refer to the Advisor Report External link.. Chartered Investment Manager (CIM®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc. Investment solutions and discretionary portfolios management service is offered by Desjardins Securities Inc. Your Signature Service turnkey offer also uses other specialists from Desjardins Group. The financing and transaction solutions are provided by Fédération des caisses Desjardins du Québec. Some of the financial planning, tax, trust and estate services can be offered by Desjardins Trust Inc. Desjardins Financial Security Life Assurance Compagny provides life and health insurance, while Desjardins General Insurance Inc. provides property and casualty insurance.Some services are offered through Desjardins Securities Financial Services, caisses or external professionals.Through Desjardins Securities Financial Services Inc.Financial planner at Desjardins Financial Services Firm Inc.