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.
We encourage our friends, partners and clients to give back by supporting the following causes (webpages are in French only): The Rimouski marathon event External link., the Maison Marie-Élisabeth mountain bike challenge, cycling events in Quebec to fundraise for the Association du cancer de l'Est-du-Québec External link., the Arrache-cœur challenge for Rimouski's health foundation External link. and the stock market simulation program organized by Université du Québec à Rimouski External link..
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.
Our team
- Team
- Partners
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.
Daniel Ouellet
BBA, CIM®
Portfolio Manager, Senior Wealth Manager
BBA, CIM®
Portfolio Manager, Senior Wealth Manager
- Daniel has been working in the financial sector since 1998.
- An expert in financial markets, he makes decisions on asset allocation and creates investment strategies.
LinkedIn profile External link.
Phone
Jonathan Bolduc
BBA, CIM®
Portfolio Manager, Senior Wealth Manager
BBA, CIM®
Portfolio Manager, Senior Wealth Manager
- Jonathan has been working in securities since 2000. He had previously worked in corporate financing for 2 years.
- His vast network and his business relationships with local professionals serve him well in his role of business development leader. Jonathan is also responsible for team coordination and outreach.
LinkedIn profile External link.
Phone
BBA, F.Pl.
Wealth Manager
- Stéphane joined Desjardins Securities in 2007 and has held a number of roles in the organization over the last 18 years. He joined the Ouellet Bolduc Group in December 2024.
- He's a financial planner, who graduated from Université du Québec à Rimouski.
- Stéphane is in charge of client management. He provides expert financial planning advice and diligently tracks clients’ portfolios.
LinkedIn profile External link.
Phone
418-721-2668 This link opens your phone app., ext 5027212
Michel Brisson
BBA, CSC®, CPH®
Wealth Manager
418-721-2668 This link opens your phone app., ext 5027207
BBA, CSC®, CPH®
Wealth Manager
- Michel has a bachelor’s degree in business administration from Université du Québec à Rimouski.
- Michel has completed the financial planning course from the Canadian Securities Institute.
- He completed the Canadian Securities Course (CSC®) with honours.
- He completed the Conduct and Practices Handbook Course (CPH®) with honours.
LinkedIn profile External link.
Phone
418-721-2668 This link opens your phone app., ext 5027207
BBA
Investment Advisor
- Vincent has been working at Desjardins Securities since the Rimouski branch opened in 1997.
- A partner in the team since 2011, he is responsible for optimizing business processes and creating presentations for clients.
Phone
DMD
Investment Advisor
- After working as a dentist and dental clinic manager for more than 20 years, Sébastien made the leap to the financial sector and joined our team in 2016.
- His experience as a manager and business owner gives him a good understanding of the reality of entrepreneurs.
- As our proud ambassador in Quebec City, Sébastien shares his financial expertise and promotes our group across Quebec.
Phone
BBA, F.Pl.
Investment Advisor
- Sébastien has been with Desjardins Group since 2001, and since 2014, he has been an investment advisor with Desjardins Securities. He joined the Ouellet Bolduc Group in March 2019.
- He's a financial planner who graduated from Université du Québec à Rimouski.
- Sébastien oversees business development in the Matapedia Valley and Gaspé regions. He provides expert financial planning advice and thoroughly tracks clients' portfolios.
Phone
Jean-Sébastien Lavoie
MSc, BBA, F.Pl., CIWM®
Associate Wealth Management Advisor
MSc, BBA, F.Pl., CIWM®
Associate Wealth Management Advisor
- Jean-Sébastien joined our team in February 2016. He is in charge of financial planning and wealth management.
- He has a bachelor's degree in business administration and a master's degree in project management from Université du Québec à Rimouski. He's a graduate of the Quebec Institute of Financial Planning. He holds the Certified International Wealth Manager (CIWM) title, recognized worldwide as a leading professional designation in wealth management.
LinkedIn profile External link.
Phone
BBA
Associate Wealth Management Advisor
- Luc-André has been with Desjardins Securities since 2012. He joined the Ouellet Bolduc Group in March 2019.
- He has a BA in business administration with a concentration in financial services from Université du Québec à Rimouski (Lévis campus).
- He leverages his experience and professionalism to provide outstanding support to our clients.
Phone
Rafael Tavares
MBA, CFA®
Associate Wealth Management Advisor
MBA, CFA®
Associate Wealth Management Advisor
- Rafael has been with the team since 2013.
- With many years of experience in securities, he deals with portfolio management transactions.
Phone
Marie-Pier Thibeault
CIWM®
Associate Wealth Management Advisor
CIWM®
Associate Wealth Management Advisor
- Marie-Pier has a bachelor's degree in business administration with a concentration in financial services from Université du Québec à Rimouski. She's a graduate of the Quebec Institute of Financial Planning. She also earned the title of Certified International Wealth Manager, which is recognized around the world as a top professional designation
- Having worked in the financial sector since 2011, she now collaborates with the wealth management team to develop strategies that improve all areas of financial planning.
Phone
BBA
Associate Wealth Management Advisor
- Julien has been with Desjardins Group since 2008.
- He has a bachelor's in business administration with a concentration in financial services from Université du Québec à Rimouski (Lévis campus).
- He has over 15 years' experience in finance and works with our team's wealth managers.
- For him, the key to success lies in building trust with his clients so he can get to know them better.
Phone
Marie-Hélène Lacroix
LLB, LLM, MBA
Associate Wealth Management Advisor
LLB, LLM, MBA
Associate Wealth Management Advisor
- A member of our team since August 2021, Marie-Hélène has over 20 years' experience in the financial services and corporate finance sector.
- She supports our team's wealth management and portfolio management leaders.
- She has a law degree from Université de Montréal and an LLM and an MBA from McGill University.
LinkedIn profile External link.
Phone
Maxime Lévesque
BBA, F.Pl., CPA
Associate Wealth Management Advisor
BBA, F.Pl., CPA
Associate Wealth Management Advisor
- Maxime is a CPA. He has a bachelor's degree in business administration with a specialization in accounting from Université de Sherbrooke.
- He leverages his experience from various accounting firms to effectively manage our relationships with accountants and support clients with their investment strategies.
Phone
Alexandre Michaud
BBA
Associate Wealth Management Advisor
BBA
Associate Wealth Management Advisor
- Alexandre has a bachelor's in business administration from the University of Ottawa.
- Employed by Desjardins Group since 2012, he applies his financial expertise by working closely with the wealth management team and guiding clients in their investment strategies.
Phone
Bernard Morin
BBA, F.Pl.
Associate Wealth Management Advisor
BBA, F.Pl.
Associate Wealth Management Advisor
- Bernard has more than 28 years' experience in the financial sector. An employee of Desjardins Group since 1997, he has been working as a financial planner for 20 years and a Desjardins Securities investment advisor for 2 years. He joined the Ouellet Bolduc Group in March 2023.
- He has a bachelor's in business administration with a specialization in finance from Université Laval in Quebec City. He's a graduate of the Quebec Institute of Financial Planning.
- His extensive experience and insightful advice enable him to build strong, trusting relationships with his clients and to support them in achieving their financial goals.
LinkedIn profile External link.
Phone
Jean-François Desforges
BBA, CIM®, F.Pl.
Associate Wealth Management Advisor
BBA, CIM®, F.Pl.
Associate Wealth Management Advisor
- Jean-François has a bachelor's in business administration with a specialization in finance from Université Laval. He graduated from the Quebec Institute of Financial Planning in March 1999. He holds a Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute.
- An employee of Desjardins Group since 1996, Jean-François has 27 years of experience in the finance sector. As a financial planner, he uses his skills to benefit a wide range of clients. He has been with Desjardins Securities since 2020. He joined the Ouellet Bolduc Group in January 2024.
- His extensive experience and expert advice help him build trust with clients and support them in reaching their financial goals.
Phone
Assistant Wealth Management Advisor
- Catherine has been with Desjardins Group since 2009. Besides offering complete support to portfolio and senior wealth managers, she also handles the team's communications and community involvement.
- She is passionate about communications, human relations and customer service and contributes to the team's community outreach.
LinkedIn profile External link.
Phone
Karen Vallières
Wealth Management Assistant
418-721-2668 This link opens your phone app., ext 5031425
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 professionals
André Auclair
Notary
Amandine Bourillon
Notary
Geneviève D'amours
Notary
Jérôme Dostie-Bourgault
Senior Tax Advisor
Geneviève Forest
Notary
Jeffrey Morrow
Financial Security Advisor
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.
