Lagacé Boutin Pelletier Dumais Team
Desjardins Securities
About us
Our approach
Our multidisciplinary wealth management team is here to support you at every stage of your financial journey. We develop customized, scalable strategies tailored to your goals, maximizing efficiency and protecting your wealth for peace of mind.
Our investment philosophy
We provide personalized investment solutions to effectively manage your portfolio. Our goal is to preserve capital, grow your assets over the long term, and align your investments with your overall financial plan.
Community involvement
We believe that health, education, and sports are vital for growth. Supporting our community is important to us, so we back local organizations such as the following (sites in French only): Fondation Bouchard External link., Fondation de la Santé de Rivière-du-Loup External link., Hockey Rivière-du-Loup External link., Les Vieux Loups de Rivière-du-Loup External link., and the Tour de la pointe race Lien externe au site..
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 and comprehensive tax planning
Entrepreneurs, family businesses and healthcare professionals
Businesses and foundations
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.
MBA
Senior Wealth Manager
Bruno holds a master’s degree in business administration and a bachelor’s degree in economics from Concordia University. He began his career with Desjardins Group as a commercial account manager in 1992 before joining Desjardins Securities in 1998. He has over 27 years of experience in the financial sector and is actively involved with a number of non-profit organizations in the region.
LinkedIn profile External link.
Phone
Sophie Boutin
F.Pl., CIM®
Portfolio Manager and Senior Wealth Manager
F.Pl., CIM®
Portfolio Manager and Senior Wealth Manager
Sophie is a financial planner with over 20 years of experience in the securities industry. She holds certificates in business administration and financial planning and is accredited as a financial planner by the Quebec Institute of Financial Planning. She’s also a financial security advisor and a registered life underwriter.
She’s dynamic, devoted to her clients, and actively involved in her community.
LinkedIn profile External link.
Phone
MSc, BBA, CFA®
Wealth Manager
Alex has a bachelor’s degree in business administration with a finance major and a master’s degree in finance from Université Laval, where he earned recognition on the honour roll of the faculty of business administration for his academic excellence. He also holds the CFA designation.
Alex monitors the stock market daily with keen attention to detail and a rigorous approach.
LinkedIn profile External link.
Phone
CIWM®, BBA, F.Pl.
Wealth Manager
Mélanie has a bachelor’s degree in business administration with a specialization in finance, along with a certificate in financial planning. She has over 21 years of experience with Desjardins Group.
She earned her Certified International Wealth Management designation and received an honourable mention from the Canadian Securities Institute, ranking in the top three of her class for 2020–2021.
In 2016, she won the Charles-Pelletier scholarship for earning the highest score in the 2015 final exams at the Quebec Institute of Financial Planning.
Clients appreciate her friendly and approachable style.
Phone
BBA, F.Pl.
Wealth Manager
Véronique holds a DEC in accounting and a bachelor of business administration with a finance major. With 15 years of experience in financial services, she specializes in wealth management and financial planning. Her professional yet personal approach allows her to offer tailored advice to meet each client’s unique needs.
On a personal note, Véronique is a foodie, always exploring new flavours and the culinary arts.
Phone
Assistant Wealth Management Advisor
Sandra holds a vocational diploma in accounting and secretarial studies, along with a collegiate studies attestation from Desjardins. With over 25 years of experience in financial services at Desjardins, she's known for her persistence and dedication. Her passion for horseback riding shines through in her active involvement with Gymkhana.
Phone
Killian Lagarrigue
Wealth Management Assistant
418-862-4772 This link opens your phone app., ext 5031477
Branch information
Rivière-du-Loup
315 Armand-Thériault Boulevard
Suite 100
Rivière-du-Loup QC G5R 4C2
Directions External link.
