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Maxime Bougie

Desjardins Securities

About us

Our approach

Your priorities are at the core of every decision we make. We provide personalized support you can trust using a detail-oriented, transparent approach aimed at achieving lasting results.

Our investment philosophy

Our philosophy is rooted in disciplined risk management. We work with external managers whose investment styles complement our own. This blend of expertise helps reduce overall risk and provides enhanced protection for client portfolios during periods of market volatility.

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

Small and medium-sized enterprises (SME)

Professionals with complex financial needs

Discretionary portfolio management

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.

people

Maxime Bougie

BBA, F.Pl.

Wealth Manager

418-220-0074 Phone number of Maxime Bougie. This link opens your phone app.

View profile  Maxime Bougie

Caroline Séguin

Wealth Management Assistant

418-228-6998 Phone number of Caroline Séguin. This link opens your phone app., ext 5021327

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.

Alain Chevalier

Business Transfer Coach

Geneviève Forest

Senior Financial Planning Advisor3

André Auclair

Notary

Amandine Bourillon

Notary

Catherine Beauchamp

Notary

Claudee L'Heureux

Financial Planner3

Geneviève D'Amours

Notary

Marie-Pier Grégoire

Notary

Lina Morin

Notary

François Remete

Notary

Myriam Verreault

Notary

Jérôme Dostie-Bourgault

Senior Tax Advisor

Stéphane Thibault

Senior Tax Advisor

Frédérique Dinelle

Senior Tax Advisor

Mélanie Tremblay

Senior Tax Advisor

Daniel Larrivière

Financial Security Advisor4

Hany Malek

Financial Planner3

Alain Saint-Jacques

Business Transfer Coach

Vincent Sigouin-Marquis

Financial Planner3

Guillaume Lalonde

Senior Advisor and Business Transfer Coach

Branch information

Saint-Georges

10555 Lacroix Boulevard
4th Floor
Saint-Georges (QC)  G5Y 1K2
Directions  External link.

Phone
418-228-6998 Ce lien ouvre votre application de téléphonie.
1-888-810-6998 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 advisory services are offered by Desjardins Securities Inc. Financial planning services are offered by Desjardins Securities Inc. or by Desjardins Securities Financial Services Inc. Financing services and transaction solutions are provided by the Fédération des caisses Desjardins du Québec. Personal trust services may be offered by Desjardins Trust Inc. Life insurance products and services may be offered by Desjardins Securities Financial Services Inc. or by Desjardins Financial Security Life Assurance Company, while Desjardins General Insurance Inc. provides property and casualty insurance.Some services are offered through Desjardins Securities Financial Services, caisses or external professionals.Financial planner at Desjardins Financial Services Firm Inc.Through Desjardins Securities Financial Services Inc.