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Pelletier Team

Desjardins Securities

About us

Our approach

Our experienced team is built for the long haul. We focus on a straightforward, structured approach that fosters trust and ensures we understand your needs. Your priorities guide our decisions and shape the services we provide.

Our investment philosophy

In managing your assets, we adhere to the highest industry standards, always prioritizing your interests. Our clear management framework enables us to operate with precision, insight, efficiency, and vigilance.

Community involvement

Giving back to the community is important to us. That’s why our team is involved with local causes, including the Jeanne-Crevier foundation (site in French only) External link.. We also support the Montreal Canadiens Children’s Foundation External link. and several children’s charities, helping to make a difference in kids’ lives.

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.

Learn more about our services External link.

Our team’s specialties

Businesses and entrepreneurs

Intergenerational transfers

Discretionary portfolio management

Communications

Financial newsletter

Every quarter, we send newsletters to our clients outlining important financial and political updates, economic insights, and market reviews.

Webcasts

Our team produces webcasts that break down market trends, along with key financial and political news.

Our team

Team

people

Rock Pelletier

FCSI®, CIM®

Portfolio Manager

Associate Wealth Management Advisor

450-671-5756 Phone number of Rock Pelletier. This link opens your phone app.

View profile  Rock Pelletier

Manon Raymond

CIM®, F.Pl.

Portfolio Manager

Wealth Manager

450-671-2004 Phone number of Manon Raymond. This link opens your phone app.

View profile  Manon Raymond

Priscilla Lestage

BBA, CIM®

Portfolio Manager

Wealth Manager

450-671-2720 Phone number of Priscilla Lestage. This link opens your phone app.

View profile  Priscilla Lestage

Isabelle Legault

Wealth Manager

450-349-7170 Phone number of Isabelle Legault. This link opens your phone app.

View profile  Isabelle Legault

Anthony Pigeon

BBA, F.Pl.,CIM®

Wealth Manager

450-671-7450 Phone number of Anthony Pigeon. This link opens your phone app.

View profile  Anthony Pigeon

Alex Leclerc

BA, CIM®

Wealth Manager

450-349-1384 Phone number of Alex Leclerc. This link opens your phone app.

View profile  Alex Leclerc

William Pelletier

Wealth Manager

450-671-6788 Phone number of William Pelletier. This link opens your phone app., ext 5032661

View profile  William Pelletier

Benjamin Boisvert

BBA, F.Pl.

Associate Wealth Management Advisor

450-671-6788 Phone number of Benjamin Boisvert. This link opens your phone app., ext 5032414

View profile  Benjamin Boisvert

Jessica Carlone

Wealth Management Associate

450-671-7879 Phone number of Jessica Carlone. This link opens your phone app.

Sylvie Bouchard

BBA

Wealth Management Associate

450-671-3419 Phone number of Sylvie Bouchard. This link opens your phone app.

Pamela Levert

Wealth Management Assistant

450-671-3735 Phone number of Pamela Levert. This link opens your phone app.

Audrey Grenier

Wealth Management Assistant

450-671-6788 Phone number of Audrey Grenier. This link opens your phone app., ext 5062800

Billy Jean Chim

Wealth Management Assistant

450-671-6788 Phone number of Billy Jean Chim. This link opens your phone app., ext 5031232

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.

Branch information

Brossard

2000 De l’Éclipse Street
11th Floor
Brossard QC  J4Z 0S2
Directions  External link.

Phone
450-671-6788 Ce lien ouvre votre application de téléphonie.
1-888-883-4588 Ce lien ouvre votre application de téléphonie.

Desjardins Securities is a trade name used by Desjardins Securities Inc. Desjardins ®, Desjardins Wealth Management Securities TM 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. Investment advisory services are offered by Desjardins Securities Inc. Financial planning services are offered by Desjardins Securities Inc. or by Desjardins Securities Financial Services Inc. Financing services and transaction solutions are provided by the Fédération des caisses Desjardins du Québec. Personal trust services may be offered by Desjardins Trust Inc. Life insurance products and services may be offered by Desjardins Securities Financial Services Inc. or by Desjardins Financial Security Life Assurance Company, while Desjardins General Insurance Inc. provides property and casualty insurance.Some services are offered through Desjardins Securities Financial Services, caisses or external professionals.