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Sasseville Sénéchal Théberge Group

Desjardins Securities

About us

Our approach

Our human approach sets us apart as leaders in our region. Our team answers your questions, listens to your needs and builds a relationship of trust with you. We integrate effective strategies with a comprehensive service offering, customized to the highest industry standards.

Our investment philosophy

Preserving your capital is our top priority. We select the best products, managed by managers with a proven track record. Your financial health is important to us. We choose to invest rather than speculate to help you achieve your financial goals.

Community involvement

We are actively involved with Grand Défi Pierre Lavoie External link., the Montreal Canadiens Children’s Foundation External link and Club Richelieu de Roberval (site in French only) External link.. We also support 3 organizations that contribute to the community in our region (sites in French only): Saint-Vincent de Saint-Félicien External link., Maison Colombe-Veilleux External link. and Havre du Lac-Saint-Jean External link..

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

Discretionary portfolio management

Business owners, mass affluent individuals and high-net-worth individuals

Communications

Quarterly newsletter

Our email newsletter summarizes financial news and its impact on our investment decisions and their portfolios.

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.

people

Pierre Sasseville

BBA, CIM®, F.Pl.

Senior Wealth Manager

418-679-9993 This link opens your phone app., ext 5072025

View profile  Pierre Sasseville

François Théberge

BBA, F.Pl.

Wealth Manager

418-679-9993 This link opens your phone app., ext 5072066

View profile  François Théberge

Kaven Sénéchal

BBA

Wealth Manager

418-679-9993 This link opens your phone app., ext 5072092

View profile  Kaven Sénéchal

Raphaël Boudreau-Larouche

BBA, CIM®, F.Pl.

Assistant Wealth Management Advisor

418-679-9993 This link opens your phone app., ext 5072091

View profile  Raphaël Boudreau-Larouche

Marie-Josée Guimond

CSC®, CPH®

Wealth Management Associate

418-679-9993 This link opens your phone app., ext 5072021

Vanessa Gagnon Dion

CSC®, CPH®

Wealth Management Associate

418-679-9993 This link opens your phone app., ext 5072018

Julie Allard

BBA

Wealth Management Associate

1-877-679-9993 This link opens your phone app., ext 5025219

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.

André Auclair

Notary

Amandine Bourillon

Notary

Alain Chevalier

Business Transfer Coach

Geneviève D'amours

Notary

Geneviève Forest

Notary

Jeffrey Morrow

Financial Security Advisor3

Alain Saint-Jacques

Business Transfer Coach

Branch information

Saint-Félicien

1297 Sacré-Cœur Boulevard
Saint-Félicien QC  G8K 2P8
Directions  Lien externe au site.

Phone
418-679-9993 Ce lien ouvre votre application de téléphonie.
1-877-679-9993 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.

Desjardins Securities is a trade name used by Desjardins Securities Inc. Desjardins ®, Desjardins Wealth Management Securities ™ 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.. 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 registered trademark of Moody's Analytics Global Education (Canada), Inc. Investment solutions and discretionary portfolios management service is offered by Desjardins Securities Inc. Your Signature Service turnkey offer also uses other specialists from Desjardins Group. The financing and transaction solutions are provided by Fédération des caisses Desjardins du Québec. Some of the financial planning, tax, trust and estate services can be offered by Desjardins Trust Inc. Desjardins Financial Security Life Assurance Compagny provides life and health insurance, while Desjardins General Insurance Inc. provides property and casualty insurance.Some services are offered through Desjardins Securities Financial Services, caisses or external professionals.Through Desjardins Securities Financial Services Inc.