MGB Team
Desjardins Securities
About us
Our approach
We’re a skilled and dedicated team focused on helping you grow and protect your wealth. With personalized advice and a plan built around your goals, we offer clear, reliable, and innovative solutions to support your financial success.
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
Entrepreneurs
Foundations
Para-municipal organizations
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.
BBA
Wealth Manager
- Bachelor of business administration from Bishop’s University
- Canadian Securities Course (CSC®)
- Conduct and Practices Handbook Course (CPH®)
- Wealth Management Essentials Course (WME®)
- Options Market in Canada Course
Louis has been in the wealth management industry since 1993 and joined Desjardins Securities in 2004.
As a founding member of the MGB team, he leads portfolio management and contributes to security selection and retirement income planning for all our clients. He also plays an active role in the team’s business development efforts.
LinkedIn profile External link.
Phone
819-820-0035 This link opens your phone app., ext 5072242
BBA, CIM®
Wealth Manager
- Bachelor’s degree in business administration with a specialization in finance from Université de Sherbrooke
- CIM (Chartered Investment Manager) designation from the Canadian Securities Institute
- Canadian Securities Course (CSC®)
- Conduct and Practices Handbook Course (CPH®)
- Wealth Management Essentials Course (WME®)
- Advanced Derivatives Market Strategies Course
André has worked in wealth management and securities since 2005. Known for his personalized and empathetic approach, he creates a professional environment where clients feel confident making informed financial decisions.
A founding member of the MGB Team, André is a financial markets specialist. He is responsible for developing customized investment strategies and plays a key role in the team’s business development.
LinkedIn profile External link.
Phone
819-820-2999 This link opens your phone app., ext 5072230
BBA, CIM®
Wealth Manager
- Bachelor’s degree in business administration with a specialization in finance from Université de Sherbrooke
- Canadian Securities Course (CSC®)
- Conduct and Practices Handbook Course (CPH®)
- Wealth Management Essentials Course (WME®)
Marc-Alexandre has worked in wealth management since 2007. He began his career at a securities firm and later joined Desjardins Group in 2010, where he spent seven years as a wealth management account manager with Desjardins Signature Service before becoming part of the MGB Team in 2022.
With deep experience advising entrepreneurs on building lasting family wealth, Marc-Alexandre takes a holistic, client-first approach rooted in a clear understanding of each client’s circumstances, needs, and goals. This positions him as a trusted advisor throughout the client’s financial journey.
At MGB, he develops integrated financial strategies across all seven pillars of financial planning, working closely with a multidisciplinary team and clients’ external advisors. He also supports the team’s business development.
Phone
Associate Wealth Management Advisor
- Certificates in business administration and in financial planning from Université du Québec à Trois-Rivières
- Graduate of the Quebec Institute of Financial Planning
- Canadian Securities Course (CSC®)
- Conduct and Practices Handbook Course (CPH®)
- Wealth Management Essentials Course (WME®)
Chantal joined Desjardins Securities in 2018 after a long career in the Desjardins caisse network, where she advised a primarily retired clientele. Known for her empathy, she provides personalized support that is highly valued by our clients.
She manages client relations and oversees account follow-ups. Chantal also contributes to financial planning and collaborates closely with all members of the wealth management team.
Phone
Christelle Montolio
BEd
Wealth Management Associate
819-820-2999 This link opens your phone app., ext 5072261
Michel Morissette
BA, MA
Wealth Management Assistant
819-820-2999 This link opens your phone app., ext 5072246
Branch information
Sherbrooke
2207 King Street West
Suite 400
Sherbrooke QC J1J 2G2
Directions External link.
Phone
819-820-2999 Ce lien ouvre votre application de téléphonie.
1-800-668-2999 Ce lien ouvre votre application de téléphonie.
