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 Phone number of Catherine Tremblay. This link opens your phone app., ext 5092023
F.Pl.
Senior Wealth Manager
- Certificate in financial planning from Université Laval
- More than 15 years of experience as a financial planner with Desjardins Group
Driven by a strong desire to help others, Catherine studied psychology while earning a bachelor’s degree.
An excellent listener, she’s committed to understanding her clients, their dreams and their concerns.
When you work with Catherine, you immediately feel at ease knowing you’re in capable hands.
LinkedIn profile External link.
Phone
450-223-1953 Phone number of Catherine Tremblay. This link opens your phone app., ext 5092023
Christian Letarte
F.Pl.
Wealth Manager
450-676-3299 Phone number of Christian Letarte. This link opens your phone app.
F.Pl.
Wealth Manager
- Financial Planner designation from the Quebec Institute of Financial Planning
- With Desjardins for over 20 years
Christian possesses extensive financial expertise and strong interpersonal skills, both essential qualities to be a successful wealth manager and financial planner. A great listener, he demonstrates empathy and skillfully identifies his clients’ needs.
In retirement planning, Christian leverages his expert knowledge and offers an approach based on integrity and rigour.
His skilled approach and many years of experience are valuable assets that help him identify, monitor and achieve our clients’ financial goals.
Responsibilities
- Retirement planning
- Managing investments
- Regular monitoring of portfolios
Phone
450-676-3299 Phone number of Christian Letarte. This link opens your phone app.
Charles Morin
CIM®
Wealth Manager
450-671-2123 Phone number of Charles Morin. This link opens your phone app.
CIM®
Wealth Manager
Charles’ priority is to offer his clients a personalized and objective approach. He’s passionate about the financial sector and uses his expertise to develop rigorous planning tailored to your needs. Charles is attentive and considerate, making him a choice advisor and ally in helping you reach your goals.
When it comes to protecting your wealth, there’s no room for speculation: discipline and integrity are key to his approach.
LinkedIn profile External link.
Phone
450-671-2123 Phone number of Charles Morin. This link opens your phone app.
Michaël Bilodeau
Associate Wealth Management Advisor
819-477-0336 Phone number of Michaël Bilodeau. This link opens your phone app.
Associate Wealth Management Advisor
Michaël has a strong passion for finance and investments, which he channels into his role as an associate advisor. He’s polite, friendly and approachable, making it easy for clients to connect with him.
Drawing from his customer service experience, he takes a personalized approach that prioritizes client satisfaction and support.
Michaël is efficient, disciplined and proactive, with one clear goal: to assist you.
LinkedIn profile External link.
Phone
819-477-0336 Phone number of Michaël Bilodeau. This link opens your phone app.
Catherine Guimond
Wealth Management Assistant
450-223-1673 Phone number of Catherine Guimond. This link opens your phone app., ext 5091719
Wealth Management Assistant
Phone
450-223-1673 Phone number of Catherine Guimond. This link opens your phone app., ext 5091719
Joanie Potvin
Wealth Management Assistant
450-223-1673 Phone number of Joanie Potvin. This link opens your phone app., ext 5091596
Wealth Management Assistant
Phone
450-223-1673 Phone number of Joanie Potvin. This link opens your phone app., ext 5091596
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
Senior Financial Planning Advisor
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 External link.
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.
