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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.

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.

Daniel Ouellet

BBA, CIM ®
Portfolio Manager, Senior Wealth Manager

Jonathan Bolduc 

BBA, CIM ®
Portfolio Manager, Senior Wealth Manager

Stéphane Rioux

BBA, F.Pl.
Wealth Manager

Michel Brisson

BBA, CSC®, CPH®
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

Anne-Marie Rioux

Wealth Management Assistant

Marc-André Lavoie

BBA
Wealth Management Assistant

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

Mathieu Pelletier

Senior Tax Advisor

Alain Saint-Jacques

Business Transfer Coach

Stéphane Thibault

Senior Tax Advisor

Contact us

Montréal

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

Directions  External link.

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.Canadian Securities Course (CSC®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc.Conduct and Practices Handbook Course (CPH®) is a registeredCertified 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.