Tremblay Group
Desjardins Securities
About us
Our approach
Building trust and nurturing close relationships with our clients is central to our mission. By understanding your needs and actively listening, we partner with you and your family to prioritize your financial goals. We believe that integrity, transparency, empathy and efficiency are essential in delivering exceptional service.
Our investment philosophy
Our team is dedicated to understanding your challenges and aligning your investments with your financial needs. We provide guidance at every stage of your financial journey, ensuring you have the support needed to achieve your goals.
Community involvement
Our team has engaged with the community in many ways over the years, such as participating in fundraising events, taking part in volunteer days and serving on boards. We are particularly committed to the following causes (sites in French only): United Way Centraide Saguenay–Lac-Saint-Jean External link, the Saguenay historical society External link, the solidarity coop of Lac Kénogami External link, Fuqac External link and the Sœurs de Notre-Dame du Bon-Conseil congregation.
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
Exchange-traded funds
ESG criteria
Communications
Quarterly newsletters
Our newsletters provide clients with updates on the performance of our discretionary management portfolios and insights into our equity management strategies.
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.
Janick Tremblay
BBA, CIM®, F.Pl.
Portfolio Manager, Senior Wealth Manager
418-693-0207 This link opens your phone app., ext. 5072005
Paul Claveau
BBA, CIM®
Assistant Wealth Management Advisor
418-693-0207 This link opens your phone app., ext. 5072072
Philippe Simard
BBA
Assistant Wealth Management Advisor
418-693-0207 This link opens your phone app., ext. 5072006
Alexandre Claveau
CFA®, MSc
Wealth Management Assistant
418-693-0207 This link opens your phone app., ext. 5072283
Partners
We work with skilled professionals
André Auclair
Notary
Amandine Bourillon
Notary
Geneviève D'amours
Notary
Jérôme Dostie-Bourgault
Senior Tax Advisor
Geneviève Forest
Notary
Jeffrey Morrow
Financial Security Advisor
Stéphane Thibault
Senior Tax Advisor
Branch information
Chicoutimi
1700 Talbot Boulevard
Suite 201
Chicoutimi QC G7H 7Z4
Directions Lien externe au site.
Phone
418-693-0207 This link opens your phone app.
1-800-232-0207 This link opens your phone app.
What sets us apart
Community involvement recognition
In 2024, Janick Tremblay was recognized for her community involvement by the Finance et Investissement External link. newspaper.
