DCF Team
Desjardins Securities
About us
Our approach
Our team offers ongoing support in your financial planning, acting as your compass to achieve medium- to long-term goals. With a flexible approach, we prioritize balance, low volatility, reduced fees and tax optimization.
Our investment philosophy
We believe that building your portfolio involves aligning your financial objectives with the right asset allocation. Our core pillars—risk management, diversification and quality stock selection—ensure that your investments seamlessly integrate with your overall financial planning strategy.
Community involvement
Our team is involved in many causes, such as the Suroit hospital’s Smile Cookie campaign (site in French only) External link., a mental health initiative to support young people in the Suroit region. We also make generous contributions to 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
Incorporated professionals and executives of large companies
Agriculture companies
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 Charbonneau
CIM®
Senior Wealth Manager
450-671-7920 Phone number of David Charbonneau. This link opens your phone app.
CIM®
Senior Wealth Manager
David is in charge of investment strategies, wealth management and business development for the team. To help you reach your goals, he would be pleased to put his 20 plus years of experience in finance and securities to work for you.
- CIM (Chartered Investment Manager) designation from the Canadian Securities Institute
- International trade and financial management diplomas from Université du Québec à Montréal and HEC Montréal
- Member of the team’s investment committee in charge of growth and alternative strategies
- With Desjardins Securities since 2012
Phone
450-671-7920 Phone number of David Charbonneau. This link opens your phone app.
Charles Doucet
BComm
Senior Wealth Manager
450-377-5565 Phone number of Charles Doucet. This link opens your phone app.
BComm
Senior Wealth Manager
Charles’s mission is to optimize business processes for the team. He currently serves as the key coordinator behind this project. With his 20 plus years of experience in securities trading, he’s a major asset to our team.
- Bachelor’s degree in commerce, finance major
- Certificate in economics from Concordia University
- Member of the team’s investment committee in charge of economics and fixed income
- With Desjardins Securities since 2003
Phone
450-377-5565 Phone number of Charles Doucet. This link opens your phone app.
Didier Filion
MSc, CFA®
Portfolio Manager
Senior Wealth Manager
450-671-3133 Phone number of Didier Filion. This link opens your phone app.
MSc, CFA®
Portfolio Manager
Senior Wealth Manager
With his expertise in discretionary portfolio management, Didier works to ensure his clients make smart financial decisions. He has more than 20 years of experience in finance, securities and investor relations.
- Master’s degree in finance from HEC Montréal
- Holds the CFA (Chartered Financial Analyst) designation
- Member of the team’s investment committee in charge of asset allocation, growth and alternative strategies
- With Desjardins Securities since 2012
LinkedIn profile External link.
Phone
450-671-3133 Phone number of Didier Filion. This link opens your phone app.
Simon Laurin
BBA, F.Pl.
Wealth Manager
450-377-5087 Phone number of Simon Laurin. This link opens your phone app.
BBA, F.Pl.
Wealth Manager
Simon’s focus is developing business for the team and overseeing their marketing activities. He has more than 20 years of experience in the financial sector.
- Bachelor of business administration from Université du Québec à Montreal
- Financial Planner designation from the Quebec Institute of Financial Planning
- With Desjardins since 2002
LinkedIn profile External link.
Phone
450-377-5087 Phone number of Simon Laurin. This link opens your phone app.
Jean-Pierre Rousseau
CIM®
Portfolio Manager
Wealth Manager
450-671-1386 Phone number of Jean-Pierre Rousseau. This link opens your phone app.
CIM®
Portfolio Manager
Wealth Manager
Jean-Pierre wears 3 hats for the team: overseeing activities within the areas of investment strategies, wealth management and business development. His expertise, acquired through more than 20 years of experience in the securities industry, broadens our vision and allows us to go further.
- Chartered Investment Manager (CIM)
- Options trading licence
- With Desjardins Securities since 2004
LinkedIn profile External link.
Phone
450-671-1386 Phone number of Jean-Pierre Rousseau. This link opens your phone app.
Aimée Marion
BBA, F.Pl.
Wealth Manager
450-377-9235 Phone number of Aimée Marion. This link opens your phone app.
BBA, F.Pl.
Wealth Manager
Aimée has over 20 years of experience in financial advisory services and supports the team by conducting administrative follow-up, as well as transaction and financial planning tasks. She has a welcoming approach and would be happy to assist you.
- Bachelor of business administration, HEC Montréal
- Financial Planner designation from the Quebec Institute of Financial Planning
- Joined Desjardins Securities in 2018
Phone
450-377-9235 Phone number of Aimée Marion. This link opens your phone app.
Rachel Pepin
Wealth Manager
450-671-3730 Phone number of Rachel Pepin. This link opens your phone app.
Wealth Manager
Rachel oversees internal coordination, administrative follow-up and discretionary management program transactions. She has more than 20 years of experience in financial advisory services.
- Financial planning certificate, Université du Québec à Montréal
- With Desjardins Securities since 2015
Phone
450-671-3730 Phone number of Rachel Pepin. This link opens your phone app.
Claudel Prévost
MSc, BBA
Associate Wealth Management Advisor
450-377-4597 Phone number of Claudel Prévost. This link opens your phone app.
MSc, BBA
Associate Wealth Management Advisor
Claudel is in charge of administrative follow-up and transactions as well as investment strategy development. She has over 5 years of experience in the financial sector.
- Bachelor’s degree in business administration (specialization in finance) from Université Laval
- Master’s degree in international business from HEC Montréal
- With Desjardins Securities since 2021
Phone
450-377-4597 Phone number of Claudel Prévost. This link opens your phone app.
Cindy Thompson
BA
Associate Wealth Management Advisor
450-671-2247 Phone number of Cindy Thompson. This link opens your phone app.
BA
Associate Wealth Management Advisor
Cindy is in charge of administrative follow-up and transactions as well as investment strategy development. She has over 20 years of experience in securities trading.
- Bachelor of economics from Concordia University
Phone
450-671-2247 Phone number of Cindy Thompson. This link opens your phone app.
Julie Jetté
Associate Wealth Management Advisor
450-377-4212 Phone number of Julie Jetté. This link opens your phone app.
Associate Wealth Management Advisor
Julie has over 30 years of experience in securities trading and conducts administrative follow-up and transaction duties.
- Certificate in business administration from Université du Québec à Montréal
- With Desjardins Securities since 2011
Phone
450-377-4212 Phone number of Julie Jetté. This link opens your phone app.
Olivier Pearson
BSc, F.Pl.
Associate Wealth Management Advisor
450-377-3595 Phone number of Olivier Pearson. This link opens your phone app., ext 5032747
BSc, F.Pl.
Associate Wealth Management Advisor
Olivier is in charge of business development and coordinating marketing activities for the team. He has over 8 years of experience in the financial sector.
- Bachelor of economics from Université de Montréal
- Financial Planner designation from the Quebec Institute of Financial Planning
- With Desjardins since 2021
Phone
450-377-3595 Phone number of Olivier Pearson. This link opens your phone app., ext 5032747
Elizabet Baillargeon
Wealth Management Associate
450-377-3595 Phone number of Elizabet Baillargeon. This link opens your phone app., ext 5021543
Wealth Management Associate
Elizabet oversees administrative follow-up for the team. Her main area of focus is transactions. She has more than 10 years of experience in the financial services sector.
- Financial Planning Certificate from Université du Québec à Montréal
Phone
450-377-3595 Phone number of Elizabet Baillargeon. This link opens your phone app., ext 5021543
Vicky Cayer
BBA, F.Pl.
Associate Wealth Management Advisor
450-377-3595 Phone number of Vicky Cayer . This link opens your phone app., ext 5021530
BBA, F.Pl.
Associate Wealth Management Advisor
Vicky has worked for more than 20 years in the financial services sector. Her wealth of experience and many skills help enhance our team’s collective offer.
- Bachelor of business administration, Finance, Bishop’s University
- Financial Planner designation from the Quebec Institute of Financial Planning
- With Desjardins since 2012
Phone
450-377-3595 Phone number of Vicky Cayer . This link opens your phone app., ext 5021530
Marie-Gil Paquette
BBA
Wealth Management Associate
450-377-3595 Phone number of Marie-Gil Paquette. This link opens your phone app., ext 5021541
BBA
Wealth Management Associate
Phone
450-377-3595 Phone number of Marie-Gil Paquette. This link opens your phone app., ext 5021541
Mélanie Riendeau
Wealth Management Associate
450-377-3595 Phone number of Mélanie Riendeau. This link opens your phone app., ext 5032032
Wealth Management Associate
Phone
450-377-3595 Phone number of Mélanie Riendeau. This link opens your phone app., ext 5032032
Kariane Lavallée-L’Heureux
Wealth Management Assistant
450-377-8536 Phone number of Kariane Lavallée-L’Heureux. This link opens your phone app., ext 5021539
Wealth Management Assistant
Phone
450-377-8536 Phone number of Kariane Lavallée-L’Heureux. This link opens your phone app., ext 5021539
Branch information
Brossard
2000 De l’Éclipse Street
11th Floor
Brossard QC J4Z 0S2
Directions External link.
Phone
450-671-6788 Ce lien ouvre votre application de téléphonie.
1-888-883-4588 Ce lien ouvre votre application de téléphonie.
Valleyfield
825 Monseigneur-Langlois Boulevard
Suite 150
Salaberry-de-Valleyfield QC J6S 1B8
Directions External link.
Phone
450-377-3595 Ce lien ouvre votre application de téléphonie.
1-800-925-3053 Ce lien ouvre votre application de téléphonie.
