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Available services

Do you have major assets and complex needs? Signature Service offers you a comprehensive and distinctive approach that allows you to effectively manage your assets and wealth.

Main advantages of Signature Service

  • A joint offer from the 12 caisses1 in the Lanaudière region.
  • Highly experienced financial planners
  • A team of experts from all financial sectors at your service
  • Effective management of your assets for your future projects and retirement
  • A rigorous approach and close monitoring

Offer advantages

Allows you to:

  • maximize your investment strategies
  • improve your tax situation
  • enjoy a long, comfortable and peaceful retirement
  • diligently prepare to transfer your assets
  • protect your loved ones
  • contribute to the success of your children

Services offered

  • Financial planning2
  • Investment and financing
  • Tax strategies
  • Financing
  • Brokerage3
  • Estate planning
  • Life4and property and casualty insurance5
  • Business transfers

Process

  • Careful examination of your situation
  • Preparation of your financial plan and action plan
  • Closely monitored implementation

Signature Service - Ensure a solid financial future for you and your loved ones

Signature Service offices are located in the Lanaudière region

To learn more, contact:

Isabelle Dufour Sami Oueldi
Signature Service Manager
Joliette
450-756-0673, ext. 7024305
Cell: 514-603-9221
Contact by email - This link will open in a new window.

Lanaudière Signature Service Team

Geneviève Lapierre Geneviève Lapierre
Administrative Assistant
Joliette
450-756-0673, ext. 7024304
Cell: 450-916-8673
Contact by email
Benoit Therrien Benoit Therrien
Wealth Management Account Manager
Terrebonne
450-756-0673, ext. 7024313
Cell: 450-917-2552
Contact by email
Maxim Tremblay Maxim Tremblay
Wealth Management Account Manager
Repentigny
450-756-0673, ext. 7024311
Cell: 514 714-9023
Contact by email
Vanessa Fiset Vanessa Fiset
Financial Services Agent
Joliette
450-756-0673, ext. 7024302
Contact by email
France Généreux France Généreux
Wealth Management Account Manager
Joliette
450-756-0673, ext. 7024312
Cell: 450-760-7480
Contact by email
Patrick Trottier Patrick Trottier
Wealth Management Account Manager
Joliette
450-756-0673, ext. 7024314
Cell: 450-755-0684
Contact by email
Carole Major Carole Major
Financial Services Agent
Joliette
450-756-0673, ext. 7024301
Contact by email
Mélissa Desrosiers Mélissa Desrosiers
Specialized Financing Advisor
Joliette
450-756-0673, ext. 7024315
Contact by email
  1. Caisse Desjardins de Kildare, Caisse populaire Desjardins de St-Roch-de-L'Achigan, Caisse Desjardins de la Nouvelle-Acadie, Caisse Desjardins de Montcalm, Caisse Desjardins du Sud de la Matawinie, Caisse Desjardins de Joliette, Caisse populaire Desjardins Le Manoir, Caisse Desjardins de la Ouareau, Caisse Desjardins de D'Autray, Caisse Desjardins du Nord de Lanaudière, Caisse Desjardins de Terrebonne and Caisse Desjardins Pierre-Le Gardeur
  2. Financial planning services are provided by Desjardins Financial Services Firm Inc. financial planners.
  3. Brokerage services are provided by Desjardins Securities Inc. investment advisors.
  4. Personal insurance is provided by Desjardins Financial Security, Financial Services Firm Inc. financial security advisors.
  5. Property and casualty insurance is provided by Desjardins General Insurance, Financial Services Firm Inc. P&C insurance agents.

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