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Normandin Laforce Mongrain Team

Desjardins Securities

About us

Our approach

We provide expert guidance in managing your assets through a comprehensive, structured and tax-efficient strategy. Our focus is on your financial well-being, delivered with a personalized touch. Together, we work to achieve your financial goals.

Our investment philosophy

Our investment philosophy revolves around a structured strategy, supported by a rigorous selection process. We prioritize discipline to remove emotional bias from decision-making. Our experience and careful judgement guide us in choosing quality securities to minimize risk exposure. 

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 services1.

Our team’s specialties

Businesses, trusts, individual pension plans and agricultural entrepreneurs

Fixed-income investments and global equities

Discretionary portfolio management

Communications

Financial newsletter 

Every quarter, our clients receive a newsletter on current events and the financial markets.

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.

Roger Normandin

FCSI®, CIM®, F.Pl.
Portfolio Manager

Patrick Laforce

BBA, F.Pl.
Senior Wealth Manager

Alex Mongrain

BBA, F.Pl.
Wealth Manager

Mathieu Deschênes Lafrenière

BBA
Wealth Manager

Marc-Antoine Côté

CFA®
Wealth Manager

Dwayne Grenier

Assistant Wealth Management Advisor

Caroline Bourassa

Wealth Management Associate

Andréanne Plante

BBA, F.Pl.
Wealth Management Associate

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 Saint-Jacques

Business Transfer Coach

Amandine Bourillon

Notary

André Auclair

Notary

Claude Desautels

Financial Security Advisor3

Geneviève D'amours

Notary

Geneviève Forest

Notary

Hany Malek

Financial Planner4

Jérôme Dostie-Bourgault

Senior Tax Advisor

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.

What sets us apart

Excellence accreditation

The Excellence Accreditation shows that our investment advisors meet the highest quality standards.

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.. Fellow of CSI (FCSI®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc.Chartered Investment Manager (CIM®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc.CFA® is a registered trademark owned by CFA Institute. 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.