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You are here: Home> Personal > Caisse Desjardins de Trois-Rivières > Available services

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 Mauricie 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
  • Life4 and 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 Mauricie region

To learn more, contact:

Éric Fortier Éric Fortier
Signature Service Manager
819-372-5939, ext. 7024904
Cell: 818-371-4675
Contact by email - This link will open in a new window.

Mauricie Signature Service Team

Nancy Beauchesne Nancy Beauchesne6
Account Manager
Wealth Management
819-372-5939, ext. 7024712
1 844-772-5939, ext. 7024712
Cell.: 819-691-7600
Contact by email
Hélène Béliveau Hélène Béliveau
Administrative Assistant
819-372-5939, ext. 7024903
1 844-772-5939, ext. 7024903
Contact by email
Katy Boudreault Katy Boudreault6
Specialized Financing Advisor
819-372-5939, ext. 7024918
1 844-772-5939, ext. 7024918
Contact by email
Stéphanie Leclerc Stéphanie Leclerc6
Account Manager
Wealth Management
819-372-5939, ext. 7024917
1 844-772-5939, ext. 7024917
Cell.: 418-325-4740
Contact by email
Julie Delisle Julie Delisle6
Account Manager
Wealth Management
819-372-5939, ext. 7024912
1 844-772-5939, ext. 7024912
Cell.: 819-609-3654
Contact by email
Emmanuel Fernandes Emmanuel Fernandes6
Account Manager
Wealth Management
819-372-5939, ext. 7024921
1 844-772-5939, ext. 7024921
Cell.: 819-386-1257
Contact by email
Nicolas Fleury-Fournier Nicolas Fleury-Fournier6
Account Manager
Wealth Management
819-372-5939, ext. 7024915
1 844-772-5939, ext. 7024915
Cell.: 819-269-0505
Contact by email
Marie-Claude Giguère Marie-Claude Giguère6
Account Manager
Wealth Management
819-372-5939, ext. 7024922
1 844-772-5939, ext. 7024922
Cell.: 819-852-4557
Contact by email
Steve Lessard Steve Lessard6
Account Manager
Wealth Management
819-372-5939, ext. 7024914
1 844-772-5939, ext. 7024914
Cell.: 819-668-9029
Contact by email
Marie-Chantal Nadeau Marie-Chantal Nadeau6
Financial Services Agent
819-372-5939, ext. 7024901
1 844-772-5939, ext. 7024901
Contact by email
Mario Tousignant Mario Tousignant6
Account Manager
Wealth Management
819-372-5939, ext. 7024911
1 844-772-5939, ext. 7024911
Contact by email
Alexis Bourdages Beaubien Alexis Bourdages Beaubien4
Financial Security Advisor
Desjardins Financial Security, Financial Service Firm
418-838-3498
1-866-836-3498
Anik Brouillette Anik Brouillette
Financial Services Agent
819-372-5939, ext. 7024902
1-844-772-5939, ext. 7024902
Contact by email
Jessie Dubois Bourque Jessie Dubois Bourque6
Specialized Financing Advisor
819-372-5939, ext. 7024910
1-844-772-5939, ext. 7024910
Cell.: 819-244-4811
Contact by email
  1. Caisse Desjardins de l'Est de Trois-Rivières, Caisse Desjardins de Mékinac-Des Chenaux, Caisse Desjardins du Centre-de-la-Maurice, Caisse populaire de Notre Dame du Mont Carmel, Caisse Populaire de St-Alexis-des-Monts, Caisse populaire Desjardins Cité de Shawinigan, Caisse Desjardins de Trois-Rivières, Caisse Desjardins de La Tuque, Caisse Desjardins de Saint-Boniface, Caisse populaire de Maskinongé, Caisse populaire Desjardins Cité de Shawinigan and Caisse populaire de Notre Dame du Mont Carmel.
  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.
  6. Mutual Fund Representative for Desjardins Financial Services Firm Inc.

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