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 services
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
- 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.
Rock Pelletier
FCSI®, CIM®
Portfolio Manager, Senior Wealth Manager
FCSI®, CIM®
Portfolio Manager, Senior Wealth Manager
- Joined Desjardins Securities in 2004
- Over 30 years of investment experience
- Certified Investment Manager and Fellow of CSI
- Ranked one of Quebec’s top wealth advisors by The Globe and Mail in 2022
Attentive and dedicated, Rock has earned an excellent reputation in the industry. He holds the prestigious designations of Chartered Investment Manager (CIM®) and Fellow of CSI (FCSI®).
His disciplined management style, solid expertise, and unwavering work ethic make him an exceptional asset to his clients.
Rock distinguishes himself by delivering in-depth financial analysis, ensuring that partnering with him translates to significant added value for your investments.
LinkedIn profile External link.
Phone
Manon Raymond
CIM®, F.Pl.
Portfolio Manager, Wealth Manager
CIM®, F.Pl.
Portfolio Manager, Wealth Manager
- Chartered Investment Manager (CIM®) since 2019
- Graduate of the Quebec Institute of Financial Planning
- Has worked at Desjardins Group for more than 30 years
- Financial planner since 2001
- Joined Desjardins Securities in 2015
A skilled communicator, Manon delivers clear and actionable solutions that align with your evolving investment needs.
With a robust background in financial planning, she can navigate even the most complex financial landscapes to craft a personalized action plan.
Her attentive approach positions her as the ideal partner to help you reach your short- and long-term goals.
LinkedIn profile External link.
Phone
Priscilla Lestage
BBA, CIM®
Portfolio Manager, Wealth Manager
BBA, CIM®
Portfolio Manager, Wealth Manager
- Licensed full-service broker since 2000
- Graduate of the CSI Financial Planning Program
- 20 years of experience in the financial sector
- Joined Desjardins Securities in 2009
Genuine, positive and efficient, Priscilla takes a constructive approach in her client meetings, focusing on the value she can provide.
Her clients greatly benefit from her extensive experience in the financial markets, and she is recognized among her peers for her exceptional ability to simplify complex financial concepts.
Priscilla leverages her expertise to create personalized portfolios and monitors them closely.
Drawing on her five years at one of Canada’s largest management firms, she applies the same high management standards for both individual and institutional investors.
Phone
Wealth Manager
Isabelle’s top priority is to help you achieve your dreams and navigate the complexities of today’s economy with confidence.
With over 25 years of experience in the securities industry, including a background as a fixed-income trader, she understands your needs and is well-equipped to guide you toward your financial goals.
LinkedIn profile External link.
Phone
Anthony Pigeon
BBA, F.Pl.
Associate Wealth Management Advisor
BBA, F.Pl.
Associate Wealth Management Advisor
- Bachelor’s degree in business administration, finance option from Université du Québec à Trois-Rivières
- Wealth Management Essentials Course
- Canadian Securities Course
- Conduct and Practices Handbook Course
- Joined Desjardins Group in 2016
- Graduated from the Quebec Institute of Financial Planning in 2024
Anthony provides advice to clients to help them reach their goals. He reviews client portfolios, monitors stock market trends, and trades in the securities market.
Over the past five years, Anthony has made a name for himself among our clients thanks to his high-quality service and passion for financial markets.
Phone
BA
Associate Wealth Management Advisor
Alex has a bachelor of arts in political science and international economics from Colorado College in the USA.
He joined Desjardins Securities in 2021, after playing hockey professionally in Europe and the United States. His diverse experience and skill set allow him to collaborate well within a team, providing personalized, high-quality support.
Phone
Caterine Bissonnette
Wealth Management Associate
450-671-6788 This link opens your phone app., ext 5032018
William Pelletier
Wealth Management Assistant
450-671-6788 This link opens your phone app., ext 5032661
Partners
We work with skilled professionals
Branch information
Brossard
2000 De l’Éclipse Street
11th Floor
Brossard QC J4Z 0S2
Directions Lien externe au site.
Phone
450-671-6788 Ce lien ouvre votre application de téléphonie.
1-888-883-4588 Ce lien ouvre votre application de téléphonie.
