Tremblay-Letarte Team
Desjardins Securities
About us
Our approach
Your interests are at the core of every decision we make. We provide personalized and flexible support, tailoring our strategies to meet your unique needs, including intergenerational wealth transfers. Our goal is to ensure your wealth is managed efficiently and effectively.
Our investment philosophy
Our investment philosophy focuses on optimizing returns while carefully managing risk in a complex geopolitical landscape. To protect and grow your assets, we prioritize a flexible and efficient approach that adapts to market trends.
Community involvement
We’re committed to making financial services accessible and easy to understand. That’s why we support initiatives that promote financial education, social inclusion and the economic well-being of communities.
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
Agriculture companies and non-profit organizations
Entrepreneurs
Communications
Monthly newsletter
Our newsletter covers market news and transaction notices in our discretionary portfolios.
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.
Catherine Tremblay
F.Pl.
Senior Wealth Manager
450-223-1953 This link opens your phone app., ext. 5092023
Catherine Guimond
Wealth Management Assistant
450-223-1673 This link opens your phone app., ext. 5091719
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
Audréanne Leblanc
Financial Planner
Laurent Poirier
Financial Security Advisor
Stéphane Thibault
Senior Tax Advisor
Branch information
Saint-Hyacinthe
1395 Daniel-Johnson Street East
Suite 201
Saint-Hyacinthe QC J2S 7Y6
Directions Lien externe au site.
Phone
450-223-1673 Ce lien ouvre votre application de téléphonie.
1-888-313-6150 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.