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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 report

Our monthly report provides insights on tax issues, portfolio management, and economic and financial news.

Monthly newsletter

Our newsletter covers market news and transaction notices in our discretionary 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.

Catherine Tremblay

F.Pl.
Senior Wealth Manager

Christian Letarte

F.Pl.
Wealth Manager

Michaël Bilodeau

Associate Wealth Management Advisor

Catherine Guimond

Wealth Management Assistant

Joanie Potvin

Wealth Management Assistant

Partners

We work with skilled professionals1 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

Jérôme Dostie-Bourgault

Senior Tax Advisor

Geneviève Forest

Notary

Audréanne Leblanc

Financial Planner2

Laurent Poirier

Financial Security Advisor3

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.

Desjardins Wealth Management Securities is a trade name used by Desjardins Securities Inc. 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.. Some services are offered through Desjardins Securities Financial Services, caisses or external professionals.Financial planner at Desjardins Financial Services Firm Inc.Through Desjardins Securities Financial Services Inc.