Soucy Couture Advisory Group
Desjardins Securities
About us
Our approach
Our approach is grounded in transparency, rigour and integrity. Our team combines complementary skills and years of experience to help you achieve your goals. We ensure that our values shine through in every aspect of your experience with us.
Our investment philosophy
We build your portfolio with a strategic mindset while prioritizing the protection of your capital. By closely monitoring economic developments, identifying key market trends and leveraging advanced technical tools, we make well-informed investment decisions.
Community involvement
Social responsibility and selflessness are core values of our team. We actively engage, both individually and collectively, in the development of our community. Through financial contributions, volunteer work and fundraising efforts, we support several organizations in our region, including: Au Diapason External link. , Camp Garagona External link. , Dixville Foundation External link. and Fondation des Foyers Farnham External link. (site in French only).
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
Management companies
Agribusiness owners
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.
Francis Soucy
CIM®, CPA, BAcc
Portfolio Manager, Senior Wealth Manager
Douglas Johnston
CIM®, AICB
Portfolio Manager, Senior Wealth Manager
Marc-André Deland
BBA, F.Pl.
Associate Wealth Management Advisor
Pascale Vermette
BA in Industrial Relations
Assistant Wealth Management Advisor
Partners
We work with skilled professionals
André Auclair
Notary
Catherine Beauchamp
Notary
Amandine Bourillon
Notary
Alain Chevalier
Business Transfer Coach
Geneviève D'amours
Notary
Jérôme Dostie-Bourgault
Senior Tax Advisor
Réal Dubuc
Financial Security Advisor
Geneviève Forest
Notary
Patricia Girard
Financial Planner
Mathieu Pelletier
Senior Tax Advisor
Stéphane Thibault
Senior Tax Advisor
Contact us
Cowansville
145 Sherbrooke Street
Suite 102
Cowansville QC J2K 5E7
Directions Lien externe au site.
Phone
450-263-7555 Ce lien ouvre votre application de téléphonie.
1-855-263-7555 Ce lien ouvre votre application de téléphonie.
Granby
450 Principale Street
Suite 100
Granby QC J2G 2X1
Directions Lien externe au site.
Phone
450-777-8004 Ce lien ouvre votre application de téléphonie.
1-800-830-8004 Ce lien ouvre votre application de téléphonie.
Sherbrooke
2207 King Street West
Suite 400
Sherbrooke QC J1J 2G2
Directions Lien externe au site.
Phone
819-820-2999 Ce lien ouvre votre application de téléphonie.
1-800-668-2999 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.
