Choose your settings

Choose your language

Ouellet Bolduc Group

Desjardins Securities

About us

Our approach

Our team is passionate, approachable and fully focused on your needs. Working closely together, we bring energy and attention to every detail. Earning your trust is our greatest reward.

Our investment philosophy

Our unique investment philosophy centers on capital protection and risk management. We're committed to responsible investment strategies while integrating environmental, social and governance (ESG) criteria into our business practices. We believe in the power of investing to build a better world.

Community involvement

A healthy work-life balance and regular exercise boost longevity and help individuals thrive. That's why we advocate for healthy choices within our community.

The Ouellet Bolduc Group's foundation

Commitment and sharing are part of our core values. In 2019, our group established its own foundation to promote health and wellness in our community and to inspire others to give back.

2022

We donated $1,500 to Fondation du Centre jeunesse du Bas-Saint-Laurent, a charitable organization that supports youth in need. The funds were used to purchase 11 cookware sets for young people who were leaving the youth centre and moving into an apartment.

2025

We’re proud to have donated $5,826 to Rimouski’s health foundation for cheerful, colourful hospital gowns that will brighten the days of pediatric patients, making their hospital stays a little more comforting.

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

Philanthropy

Healthcare and fishing industry professionals

Communications

The Reporter

Each quarter, our senior managers provide updates on the latest financial news, share their insights on market trends and wealth management, and offer forecasts on future prospects.

Financial insights and social implications

Every week, our portfolio managers provide you with the latest updates on key topics including the economy, stock markets, human behaviour in trading, and our engagement within the industry.

Our videos

Our team offers exclusive interviews, financial insights and educational segments covering a wide range of wealth and portfolio management topics.

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

Daniel Ouellet

BBA, CIM®

Portfolio Manager, Senior Wealth Manager

418-721-2668 This link opens your phone app.

View profile  Daniel Ouellet

Jonathan Bolduc 

BBA, CIM®

Portfolio Manager, Senior Wealth Manager

418-721-2668 This link opens your phone app.

View profile  Jonathan Bolduc 

Stéphane Rioux

BBA, F.Pl.

Wealth Manager

418-721-2668 This link opens your phone app., ext 5027212

View profile  Stéphane Rioux

Michel Brisson

BBA, CSC®, CPH®

Wealth Manager

418-721-2668 This link opens your phone app., ext 5027207

View profile  Michel Brisson

Vincent Corriveau

BBA

Investment Advisor

418-721-2668 This link opens your phone app.

View profile  Vincent Corriveau

Sébastien Paquet 

DMD

Investment Advisor

418-721-2668 This link opens your phone app.

View profile  Sébastien Paquet 

Sébastien Boulianne 

BBA, F.Pl.

Investment Advisor

418-629-4499 This link opens your phone app.

View profile  Sébastien Boulianne 

Jean-Sébastien Lavoie

MSc, BBA, F.Pl., CIWM®

Associate Wealth Management Advisor

418-721-2668 This link opens your phone app.

View profile  Jean-Sébastien Lavoie

Luc-André Otis 

BBA

Associate Wealth Management Advisor

418-629-3815 This link opens your phone app.

View profile  Luc-André Otis 

Rafael Tavares

MBA, CFA®

Associate Wealth Management Advisor

418-721-2668 This link opens your phone app.

View profile  Rafael Tavares

Marie-Pier Thibeault 

CIWM®

Associate Wealth Management Advisor

418-721-2668 This link opens your phone app.

View profile  Marie-Pier Thibeault 

Julien Landry 

BBA

Associate Wealth Management Advisor

418-721-2668 This link opens your phone app.

View profile  Julien Landry 

Marie-Hélène Lacroix 

MBA, LLB, LLL

Associate Wealth Management Advisor

418-721-2668 This link opens your phone app.

View profile  Marie-Hélène Lacroix 

Maxime Lévesque 

BBA, F.Pl., CPA

Associate Wealth Management Advisor

418-721-2668 This link opens your phone app.

View profile  Maxime Lévesque 

Alexandre Michaud 

BBA

Associate Wealth Management Advisor

418-721-2668 This link opens your phone app.

View profile  Alexandre Michaud 

Bernard Morin

BBA, F.Pl.

Associate Wealth Management Advisor

514-876-1441 This link opens your phone app.

View profile  Bernard Morin

Jean-François Desforges

BBA, CIM®, F.Pl.

Associate Wealth Management Advisor

514-876-1441 This link opens your phone app.

View profile  Jean-François Desforges

Catherine Lord

Assistant Wealth Management Advisor

418-721-2668 This link opens your phone app.

View profile  Catherine Lord

Mélinda Rioux 

BSc

Assistant Wealth Management Advisor

418-721-2668 This link opens your phone app.

Anne-Marie Sirois

Wealth Management Assistant

418-721-2668 This link opens your phone app.

Karelle Côté 

Wealth Management Assistant

418-721-2668 This link opens your phone app.

Émile Brunet 

BBA

Wealth Management Assistant

418-721-2668 This link opens your phone app.

Francesca Caron

Wealth Management Assistant

418-721-2668 This link opens your phone app.

Karen Vallières

Wealth Management Assistant

418-721-2668 This link opens your phone app., ext 5031425

Andrée-Anne Rioux 

Wealth Management Assistant

418-721-2668 This link opens your phone app.

Annie St-Amand

Wealth Management Assistant

418-721-2668 This link opens your phone app.

Anne-Marie Rioux

Wealth Management Assistant

418-721-2668 This link opens your phone app., ext 5027218

Marc-André Lavoie

BBA

Wealth Management Assistant

418-721-2668 This link opens your phone app., ext 5027239

Jean-Christophe Hins

BBA

Wealth Management Assistant

418-721-2668 This link opens your phone app., ext 5027238

Partners

We work with skilled professionals1 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

Jérôme Dostie-Bourgault

Senior Tax Advisor

Geneviève Forest

Notary

Jeffrey Morrow

Financial Security Advisor2

Alain Saint-Jacques

Business Transfer Coach

Stéphane Thibault

Senior Tax Advisor

Branch information

Montréal

1 Place Ville-Marie
Suite 1970 
Montreal QC  H3B 0E8
Directions  External link.

Phone
514-876-1441  This link opens your phone app.
1-866-876-1441 This link opens your phone app.

Rimouski

100 Julien-Réhel Street
Suite 301
Rimouski QC  G5L 0G6
Directions  Lien externe au site.

Phone
418-721-2668 Ce lien ouvre votre application de téléphonie.
1-888-833-8133 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.

Les maîtres de la bourse au Québec

Daniel Ouellet was listed as one of 12 stock market leaders in Quebec in André Gosselin's book in 2024.

Desjardins Wealth Management Securities is a trade name used by Desjardins Securities Inc. 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.. Chartered Investment Manager (CIM®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc.Canadian Securities Course (CSC®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc.Conduct and Practices Handbook Course (CPH®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc.Certified International Wealth Manager (CIWM®) is a registered trademark of AZEK AG.CFA® is a registered trademark owned by CFA Institute. Some services are offered through Desjardins Securities Financial Services, caisses or external professionals.Through Desjardins Securities Financial Services Inc.