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
CIM®, CPA, BAcc
Portfolio Manager, Senior Wealth Manager
Wealth management has been Francis's passion since 2004. After earning a bachelor's degree in accounting from Université de Sherbrooke, he specialized in finance, particularly portfolio management. His work with various family trusts allowed him to develop expertise in wealth management, business transfers, and both personal and corporate taxation.
Over the past few years, Francis has focused on his role as an investment advisor and portfolio manager. He has cultivated a holistic, family-centered approach to wealth management that benefits his clients. A dedicated resident of Bromont, he is also deeply involved in local community initiatives.
LinkedIn profile External link.
Phone
F.Pl.
Portfolio Manager, Wealth Manager
Andrée has been working in wealth management since 1996 and holds a certificate in financial planning. She specializes in financial strategies, taxation, retirement analysis and business transfers, with extensive expertise in the agricultural sector. She is committed to helping her clients achieve their financial goals, both personal and professional. Her primary focus is on growing assets under management while enhancing client satisfaction through tailored advice and meticulous financial planning.
A resident of Notre-Dame-de-Stanbridge, Andrée is actively involved in her community and passionate about supporting charitable causes and promoting social inclusion.
LinkedIn profile External link.
Phone
Douglas Johnston
CIM®, AICB
Portfolio Manager, Senior Wealth Manager
CIM®, AICB
Portfolio Manager, Senior Wealth Manager
Douglas has worked in finance since 1981. He earned his certificate as Associate of the Institute of Canadian Bankers at Concordia University and holds the Chartered Investment Manager (CIM®) designation. He was director of personal banking services at Canada's largest chartered bank. Since transitioning to the securities industry in 1993, he served as vice president and branch manager with leading national brokerage firms before joining Desjardins Securities.
Known for his unwavering commitment to clients, Douglas goes above and beyond to provide exceptional service. He ensures continuous professional monitoring of all client files and is always available to address their needs. Residing in Cowansville, Douglas is deeply involved in the communities he serves.
He is the vice-chair and founding member of the board of directors of the Au Diapason Palliative Care Foundation, where he plays a key role in organizing numerous fundraising events for the foundation and other charitable organizations.
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Marc-André Deland
BBA, F.Pl.
Associate Wealth Management Advisor
BBA, F.Pl.
Associate Wealth Management Advisor
Marc-André holds a bachelor of business administration and the financial planner designation. He has worked in investments since 2002 and joined Desjardins Securities in 2022 after spending over 15 years at a Desjardins caisse in the Brome-Missisquoi region.
He is dedicated to helping clients find the right tax and financial strategies for their needs. He listens carefully, pays attention to detail and works hard to build trust while helping clients reach their personal and financial goals.
A Farnham resident since 2008, Marc-André is actively involved in his community. He enjoys traveling, playing hockey, and keeping up with financial news to stay on top of industry trends.
LinkedIn profile External link.
Phone
Associate Wealth Management Advisor
Sonia has worked for Desjardins since 2005. She has extensive knowledge of the financial sector. She began her career in customer service and progressed to roles as an asset management assistant and wealth management advisor at Caisse Desjardins de Bedford. Now providing essential administrative support, Sonia uses her strong organizational skills to ensure the team operates efficiently.
A Dunham resident, she is actively involved in local organizations and deeply connected to the community.
Phone
Pascale Vermette
BA in Industrial Relations
Assistant Wealth Management Advisor
BA in Industrial Relations
Assistant Wealth Management Advisor
Pascale earned a bachelor's degree in industrial relations from Université Laval. Since 1990, she has served as an assistant advisor in the securities field (Midland Walwyn, Merrill Lynch, CIBC Wood Gundy, Desjardins Securities).
A Cowansville resident, she joined the Soucy Couture Advisory Group in 1993, where she has consistently delivered exceptional customer service. An avid sportswoman and equestrian, she competes provincially and internationally and volunteers at equestrian events.
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Partners
We work with skilled professionals
André Auclair
Notary
Amandine Bourillon
Notary
Alain Chevalier
Business Transfer Coach
Geneviève D'Amours
Notary
Jérôme Dostie-Bourgault
Senior Tax Advisor
Geneviève Forest
Notary
Patricia Girard
Financial Planner
Stéphane Thibault
Senior Tax Advisor
Branch information
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.
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.
