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Goyette Bonin Team

Desjardins Securities

About us

Our approach

The Goyette Bonin Team delivers tailored, professional services built on trust to help you achieve your financial goals. We focus on optimal asset allocation according to your investor profile and employ strategies that minimize the tax impact on your portfolio.

Our investment philosophy

Our investment philosophy is methodical and disciplined. We assess your investments comprehensively to implement effective asset allocation strategies while avoiding impulsive decisions. We favour industry-leading companies with strong financial health to ensure a resilient portfolio.

Community involvement

In addition to our volunteer work with local and provincial sports federations, we actively support a number of initiatives, including the GoodSpark Fund External link., the Montreal Canadiens Children’s Foundation External link. and Fondation Richelieu de Trois-Rivières (site in French only) 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

Foundations, non-profit organizations and Indigenous communities

Businesses, limited partnerships and trusts

Incorporated professionals and real estate entrepreneurs

Communications

Emails

We provide our clients with regular updates on taxation, the stock market, the economy and other relevant financial topics.

Conferences

Our clients are invited to attend informative conferences tailored to enhance their wealth management experience.

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.

Philip Goyette

Senior Wealth Manager

819-693-7666 This link opens your phone app.

William Bonin

BBA
Wealth Manager

819-693-1981 This link opens your phone app.

Jérémy Jussaume Bouchard

Wealth Management Assistant

819-693-3750 This link opens your phone app., ext. 5052052

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

Claude Desautels

Financial Security Advisor3

Jérôme Dostie-Bourgault

Senior Tax Advisor

Geneviève Forest

Notary

Hany Malek

Financial Planner4

Alain Saint-Jacques

Business Transfer Coach

Stéphane Thibault

Senior Tax Advisor

Branch information

Trois-Rivières

4505 Des Récollets Boulevard
Trois-Rivières QC  G9A 5V2
Directions  External link.

Phone
819-693-3750 Ce lien ouvre votre application de téléphonie.
1-888-316-3750 Ce lien ouvre votre application de téléphonie.

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.. 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.