Gagnon Arsenault Group
Desjardins Securities
About us
Our approach
Our multidisciplinary team is dedicated to understanding your unique challenges, establishing ourselves as a trusted resource. What sets us apart is our comprehensive range of services and the exceptional quality of our personalized support, tailored to your goals and priorities.
Our investment philosophy
Our long-term investment philosophy focuses on preserving and growing your capital. We use a multi-manager approach to blend diverse management principles, resulting in a robust investment strategy. This method helps you achieve your goals while reducing risk and optimizing tax management.
Community involvement
Since 2003, Desjardins Securities has proudly served as a frontline partner of the Montreal Canadiens Children's Foundation External link.. The foundation promotes physical activity and fosters healthy lifestyle habits among young people in underprivileged areas of Quebec. Supporting this meaningful cause is a privilege we deeply value. We also support the Pierre-Luc Dubois 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
Entrepreneurs
Professionals from the healthcare and fishing industries, retirees and heirs
Communications
Quarterly newsletter
Our newsletter keeps you informed about your transactions and portfolio performance, and the results of our investment strategy.
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.
René Gagnon
FCSI®, CIM®, F.Pl.
Portfolio Manager and Senior Wealth Manager
FCSI®, CIM®, F.Pl.
Portfolio Manager and Senior Wealth Manager
- Fellow of CSI
- Financial planner since 1997
- More than 30 years of experience in the securities industry
As a portfolio manager and financial planner, René provides clients with a clear picture of their financial situation and suggests the best steps to take. With his extensive experience, clients trust that they will receive excellent service and advice.
He also acts as an independent expert for several retirement fund committees and is actively involved in the community, notably as the chairman of the Pierre-Luc Dubois Foundation.
LinkedIn profile External link.
Phone
BComm, CIM®, WME®
Wealth Manager
- Degree in finance from McGill University
- Chartered Investment Manager
- Completed CSI’s Wealth Management Essentials course
- More than 15 years collaborating with René Gagnon
Benoît has an in-depth knowledge of finances and securities. His participation in a hockey sports-study program in the Quebec Major Junior Hockey League helped him develop important values that he now applies in his work, including discipline, attention to detail and effective organization.
Phone
Mélanie Tapp
BBA, FCSI®, F.Pl., AICB
Associate Wealth Management Advisor
BBA, FCSI®, F.Pl., AICB
Associate Wealth Management Advisor
- Bachelor’s degree in finance and marketing, HEC Montréal
- Financial planner and associate at the Institute of Canadian Bankers since 2004
- Fellow of CSI
- More than 25 years collaborating with René Gagnon
Mélanie has a vibrant and methodical mind. She pays close attention to her clients, thoroughly assessing their financial situation to develop tailored and effective action plans.
Phone
Pier-Luc Perreault
MSc, CFA®
Associate Wealth Management Advisor
MSc, CFA®
Associate Wealth Management Advisor
- CFA certification, one of the highest distinctions in the financial sector
- Master’s degree in finance, Université de Sherbrooke
- Bachelor’s degree in corporate finance, Université du Québec à Rimouski
- Financial planning certificate, Université TÉLUQ
Pier-Luc, who joined the team in September 2021, is deeply passionate about the financial markets and plays an active role in developing investment strategies and portfolio models. Besides monitoring market trends and economic indicators, he conducts research and analyzes potential risks to identify advantageous opportunities. His expertise in capital allocation makes him an invaluable asset to the investment committee.
Phone
F.Pl., CPA
Financial Planner
- Member of the Quebec CPA Order
- Financial Planner
- More than 20 years of experience in the securities industry
- More than 10 years collaborating with René Gagnon
Marie-Hélène’s expertise in wealth management is a valuable asset to our team. She understands the importance of personalized service, expertly tailoring the financial planning process to each client’s unique needs. With her keen attention to detail and strong analytical skills, she empowers clients to make informed decisions.
Phone
Roxanne Théberge
Wealth Management Assistant
418-721-2668 This link opens your phone app., ext 5027234
Partners
We work with skilled professionals
André Auclair
Notary
Amandine Bourillon
Notary
Alain Chevalier
Business Transfer Coach
Geneviève D'Amours
Notary
Claude Desautels
Financial Security Advisor
Jérôme Dostie-Bourgault
Senior Tax Advisor
Geneviève Forest
Notary
Patricia Girard
Financial Planner
Sonia Jolette
Financial Security Advisor
Audréanne Leblanc
Financial Planner
Hany Malek
Financial Planner
Jeffrey Morrow
Financial Security Advisor
Laurent Poirier
Financial Security Advisor
Alain Saint-Jacques
Business Transfer Coach
Vincent Sigouin-Marquis
Financial Planner
Stéphane Thibault
Senior Tax Advisor
Branch information
Rimouski
100 Julien-Réhel Street
Suite 301
Rimouski QC G5L 0G6
Directions Lien externe au site.
Phone
418-721-2668 Ce lien ouvre votre application de téléphonie.
1-888-833-8133 Ce lien ouvre votre application de téléphonie.
What sets us apart
Excellence accreditation
The Excellence Accreditation shows that our investment advisors meet the highest quality standards.
Special recognition
We received a special mention by the jury for our comprehensive wealth management services in the Excellence Accreditation program.
