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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.

Our business practices

  • Discretionary portfolio management
  • Management of both your assets and your family's, with fees based on a percentage of total assets and potential tax benefits
  • Expertise in working with incorporated companies and professionals

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.

Our approach to your financial success

Communications

The Reporter

Each quarter, our senior managers share the latest financial news, wealth management information and insights on future prospects.

Our services

Focused on your needs

We're here to guide you and help you grow your assets or portfolio so you can achieve your financial goals. 

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.

Daniel Ouellet

BBA, CIM ®
Portfolio Manager, Senior Wealth Manager

Jonathan Bolduc 

BBA, CIM ®
Portfolio Manager, Senior Wealth Manager

Vincent Corriveau

BBA
Investment Advisor

Sébastien Paquet 

DMD
Investment Advisor

Sébastien Boulianne 

BBA, F.Pl.
Investment Advisor

Jean-Sébastien Lavoie

MSc, BBA, F.Pl., CIWM ®
Associate Wealth Management Advisor

Luc-André Otis 

BBA
Associate Wealth Management Advisor

Rafael Tavares

MBA, CFA®
Associate Wealth Management Advisor

Marie-Pier Thibeault 

CIWM ®
Associate Wealth Management Advisor

Julien Landry 

BBA
Associate Wealth Management Advisor

Marie-Hélène Lacroix 

MBA, LLB, LLL
Associate Wealth Management Advisor

Maxime Lévesque 

BBA, F.Pl., CPA
Associate Wealth Management Advisor

Alexandre Michaud 

BBA
Associate Wealth Management Advisor

Bernard Morin

BBA, F.Pl.
Associate Wealth Management Advisor

Jean-François Desforges

BBA, CIM ®, F.Pl.
Associate Wealth Management Advisor

Catherine Lord

Assistant Wealth Management Advisor

Mélinda Rioux 

BSc
Assistant Wealth Management Advisor

Anne-Marie Sirois

Wealth Management Assistant

Karelle Côté 

Wealth Management Assistant

Émile Brunet 

BBA
Wealth Management Assistant

Francesca Caron

Wealth Management Assistant

Karen Vallières

Wealth Management Assistant

Andrée-Anne Rioux 

Wealth Management Assistant

Annie St-Amand  

Wealth Management Assistant

Partnering with experienced professionals

We work with skilled professionals 1 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

Jeffrey Morrow

Financial Security Advisor

Amandine Bourillon

Notary

André Auclair

Notary

Catherine Beauchamp

Notary

Geneviève D'amours

Notary

Geneviève Forest 

Notary

Jérôme Dostie-Bourgault

Senior Tax Advisor

Mathieu Pelletier

Senior Tax Advisor

Stéphane Thibault

Senior Tax Advisor

Contact us

Montréal

1 Place Ville-Marie
Suite 1970 
Montreal QC  H3B 0E8

Directions  Lien externe au site.

Phone

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

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

Rimouski

180 Des Gouverneurs Street
Suite 301
Rimouski QC  G5L 8G1

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. 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.