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You are here: Home> Personal > Caisse Desjardins Pierre-Boucher > Our team > Our advisors

Our advisors

Advisors are responsible for informing members about the range of products and services offered by the Caisse and advising them based on their needs and expectations.


Early to Mid-Working Life Market

Katy Desroches Katy Desroches
Personal Finance Advisor
450-468-7411, ext. 7412302
Contact by email
Pierre-Luc Laramée Pierre-Luc Laramée
Personal Finance Advisor
450-468-7411, ext. 7412305
Contact by email
Doris Trépanier Doris Trépanier
Personal Finance Advisor
450-468-7411, ext. 7412239
Contact by email
Marie-Carmen Sorel
Personal Finance Advisor
Contact by email
Patricia Miranda Patricia Miranda
Personal Finance Advisor
450-468-7411, ext. 7412060
Contact by email
Guylaine Lussier Guylaine Lussier
Personal Finance Advisor
450-468-7411, ext. 7412424
Contact by email
Manon Therrien Manon Therrien
Personal Finance Advisor
450-468-7411, ext. 7412307
Contact by email
Nicole Dionne Nicole Dionne
Personal Finance Advisor
450-468-7411, ext. 7412207
Contact by email
Faisal Sadik Faisal Sadik
Personal Finance Advisor
450-468-7411, ext. 7412527
Contact by email
Fanny Leblanc Fanny Leblanc
Personal Finance Advisor - Youth Clientele
450-468-7411, ext. 7412059
Contact by email
Nancy Forest Nancy Forest
Personal Finance Advisor - Youth Clientele
450-468-7411, ext. 7412058
Contact by email
Claudia Pearson Claudia Pearson
Personal Finance Advisor - Youth Clientele
450-468-7411, ext. 7412053
Contact by email

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Retirement Planning Market

Véronica Espinosa Ortega Véronica Espinosa Ortega
Personal Finance Advisor
450-468-7411, ext. 7412421
Contact by email
Martine Potvin Martine Potvin
Personal Finance Advisor
450-468-7411, ext. 7412359
Contact by email
Lise Rodrigue Lise Rodrigue
Wealth Management Advisor
450-468-7411, ext. 7412309
Contact by email
Mario Di Blasio Mario Di Blasio
Personal Finance Advisor
450-468-7411, ext. 7412206
Contact by email
Claudine Desbiens Claudine Desbiens
Wealth Management Advisor
450-468-7411, ext. 7412217
Contact by email

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Retired Members Market

Mélanie Roy Mélanie Roy
Wealth Management Advisor
450-468-7411, ext. 7412274
Contact by email
Daniel Phaneuf Daniel Phaneuf
Wealth Management Advisor
450-468-7411, ext. 7412210
Contact by email
Carole Charbonneau Carole Charbonneau
Personal Finance Advisor
450-468-7411, ext. 7412232
Contact by email
Josefa Munoz Garcia Josefa Munoz Garcia
Personal Finance Advisor
450-468-7411, ext. 7412709
Contact by email

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Mortgage Development

Isabelle Ross Isabelle Ross
Advisor
450-468-7411, ext. 7412212
Contact by email
Isabelle Courchesne Isabelle Courchesne
Advisor
450-468-7411, ext. 7412306
Contact by email
France Lavigne France Lavigne
Advisor
450-468-7411, ext. 7412323
Contact by email
Valérie Beauregard Valérie Beauregard
Advisor
450-468-7411, ext. 7412427

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Financial Planners

Dominique Lussier Dominique Lussier
Wealth Management Advisor
450-468-7411, ext. 7412208
Contact by email
Simon Tremblay Simon Tremblay
Financial Planner
450-468-7411, ext. 7412052
Contact by email
Jacques Massé Jacques Massé
Wealth Management Advisor
450-468-7411, ext. 7412205
Contact by email

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Team assigned to business professionals

Like many other local businesses, we work in collaboration with Desjardins Entreprises - Rive-Sud account managers. Their expertise, combined with our corporate financial planning skills, makes for a sought-after team of business leaders and professionals. Whether you plan to invest, transfer or sell your business, need tax advice for yourself or your company, wish to set up a group plan for your employees, need estate planning tips or want to use your borrowing power, we'll be there to help and guide you.

France Charest France Charest
Financial Planner
450-468-7411, ext. 7412240
Contact by email
Daniel Chicoine Daniel Chicoine
Financial Planner
450-468-7411, ext. 7412310
Contact by email
Chantal Garon Chantal Garon
Member Services Advisor, Businesses
450-468-7411, ext. 7412209
Contact by email
Luce Hébert Luce Hébert
Financial Planner
450-468-7411, ext. 7412403
Contact by email
Nicolas Laganière Nicolas Laganière
Advisor
450-468-7411, ext. 7412401
Contact by email
Claude Nadeau Claude Nadeau
Mutual Fund Representative
450-468-7411, ext. 7412270
Contact by email
Martine St-Gelais Martine St-Gelais
Advisor
450-468-7411, ext. 7412235
Contact by email

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Communications

Laura Maude Tardif Laura Maude Tardif
Communications and Associative Affairs Advisor
450-468-7411, ext. 7412552
Contact by email

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Training and Advisory Team Support

Lien H. Pham Lien H. Pham
Training Advisor and Advisory Team Support
450-468-7411, ext. 7412055
Contact by email

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