Garon Fluet Bissonnette Rodrigue Team
Desjardins Securities
About us
Our approach
Our personal approach and deep expertise have made us a leader in wealth management in Quebec. With our multidisciplinary team, we help you optimize your taxes and build sophisticated, customized investment solutions.
Our investment philosophy
A disciplined process is the key to our success. That’s why we take a methodical approach to portfolio management, aiming to reduce volatility and protect your capital. Simply put, we seek growth at a reasonable price.
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.
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
Comprehensive tax planning
Communications
Annual conference
Each year, we host a special event for our clients, featuring an economic and financial review, insights for the year ahead, cocktails, networking, and a private tour of an exhibition.
Monthly conferences
Our virtual conferences cover topics such as politics, economics, markets and taxes.
Monthly insights
Each month, we send out an email with our insights on the economy and market trends.
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.
Jacques Garon
BBA, CIM®
Portfolio Manager, Senior Wealth Manager
BBA, CIM®
Portfolio Manager, Senior Wealth Manager
More than 20 years of experience
An entrepreneur at heart, Jacques is always pushing the business model to reflect the needs of clients, especially entrepreneurs.
Responsibilities
- Portfolio management
- Business development
LinkedIn profile External link.
Phone
Jocelyn Bissonnette
MSc, BBA, CFA®, CIM
Portfolio Manager, Wealth Manager
418-692-3668 This link opens your phone app., ext 5112018
MSc, BBA, CFA®, CIM
Portfolio Manager, Wealth Manager
More than 15 years of experience
Jocelyn has a bachelor’s degree in quantitative methods, a master’s degree in economics, and the prestigious Chartered Financial Analyst designation. With extensive experience in institutional markets, he brings a unique portfolio management style, navigating market and economic cycles with the precision and focus of an avid sailor.
Responsibilities
- Portfolio management and asset allocation
- Developing investment strategies
LinkedIn profile External link.
Phone
418-692-3668 This link opens your phone app., ext 5112018
Caroline Fluet
CIWM®, BA
Portfolio Manager, Senior Wealth Manager
CIWM®, BA
Portfolio Manager, Senior Wealth Manager
More than 25 years of experience
Caroline's rigour and organizational skills provide a steady foundation for the team. She uses her deep environmental awareness to guide the team in upholding ESG principles.
Responsibilities
- Business development
- Client support
LinkedIn profile External link.
Phone
Louis Rodrigue
CAIA®, MSc, CFA®
Portfolio Manager, Wealth Manager
CAIA®, MSc, CFA®
Portfolio Manager, Wealth Manager
More than 15 years of experience
Louis has a bachelor’s degree in business administration and a master’s degree in finance. He holds the CFA® (Chartered Financial Analyst) and CAIA® (Chartered Alternative Investment Analyst) designations, with a specialization in private equity—underscoring his expertise in portfolio management and uncompromising ethical standards.
A proud Beauce native, Louis enjoys staying active. He’s dedicated to doing whatever it takes to help our clients achieve their financial goals.
Phone
BBA
Wealth Manager
More than 25 years of experience
A devoted grandfather, Guy deals with clients as if they were part of his extended family. His extensive experience and ability to really hear what clients are saying help him excel at meeting their needs.
Responsibilities
Customer service and support
Phone
418-692-3668 This link opens your phone app., ext 5112018
Stéphane Gagnon
BBA, F.Pl.
Associate Wealth Management Advisor
BBA, F.Pl.
Associate Wealth Management Advisor
More than 25 years of experience
Stéphane, our resident athlete, joined the team in 2023. He primarily supports clients in all aspects of their financial planning.
Thanks to his strong interpersonal and listening skills, he quickly builds trusting relationships with clients in his care.
Responsibilities
- Financial planning
- Customer service
Phone
Sabrina Rhéaume
BBA, F.Pl.
Financial Planner
418-692-3668 This link opens your phone app., ext 5112032
Partners
We work with skilled professionals
Alain Chevalier
Business Transfer Coach
Claude Desautels
Financial Security Advisor
Jeffrey Morrow
Financial Security Advisor
Branch information
Quebec City
70 Dalhousie Street
5th Floor
Quebec City QC G1K 4B2
Directions Lien externe au site.
Phone
418-692-3668 Ce lien ouvre votre application de téléphonie.
1-877-780-1166 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.
