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You are here: Home> Personal > Caisse Desjardins du Lac-Memphrémagog > Available services

Available services

Signature Service

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 of the Eastern Townships 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

The Signature Service offices are located in the Eastern Townships region.

To learn more, contact:

Stéphanie Boisvert Stéphanie Boisvert
Signature Service Manager
819-821-9231, ext. 7024510
1-855-821-9231, ext. 7024510
Contact by email

Eastern Townships Signature Service Team

Gustavo Arango Gustavo Arango
Wealth Management Account Manager
819-821-9231, ext. 7024521
1-855-821-9231, ext. 7024521
Contact by email
Marc-Alexandre Bellemare Marc-Alexandre Bellemare
Wealth Management Account Manager
819-821-9231, ext. 7024523
1-855-821-9231, ext. 7024523
Contact by email
Lina de Lafontaine Lina de Lafontaine
Wealth Management Account Manager
819-821-9231, ext. 7024520
1-855-821-9231, ext. 7024520
Contact by email
Jo-Anne Perreault Jo-Anne Perreault
Wealth Management Account Manager
819-821-9231, ext. 7024507
1-855-821-9231, ext. 7024507
Contact by email
Christine Jean Christine Jean
Wealth Management Account Manager
819-821-9231, ext. 7024517
1-855-821-9231, ext. 7024517
Contact by email
Jean-François Guay Jean-François Guay
Wealth Management Account Manager
819-821-9231, ext. 7024508
1-855-821-9231, ext. 7024508
Contact by email
Julie Bouchard Julie Bouchard
Specialized Financing Advisor
819-821-9231, ext. ext.7024519
1-855-821-9231, ext. ext.7024519
Contact by email
Vicky Boudreau Vicky Boudreau
Financial Services Agent
819-821-9231, ext. 7024515
1-855-821-9231, ext. 7024515
Contact by email
Sylvie Lemay Sylvie Lemay
Financial Services Agent
819-821-9231, ext. 7024504
1-855-821-9231, ext. 7024504
Contact by email
Carole Baker Carole Baker
Financial Services Agent
819-821-9231, ext. 7024514
1-855-821-9231, ext. 7024514
Contact by email
Mélanie Couture Mélanie Couture
Administrative Assistant
819-821-9231, ext. 7024511
1-855-821-9231, ext. 7024511
Contact by email
  1. Caisse Desjardins des Verts-Sommets de l'Estrie, Caisse Desjardins de la Région de Mégantic, Caisse Desjardins du Nord de Sherbrooke, Caisse Desjardins des Hauts-Boisés, Caisse Desjardins des Sources, Caisse Desjardins du Nord du Haut-Saint-François, Caisse Desjardins du Lac-Memphrémagog, Caisse Desjardins du Lac des Nations de Sherbrooke, Caisse populaire Desjardins du Granit, Caisse Desjardins du Val-Saint-François, Caisse Desjardins des Deux-Rivières de Sherbrooke, Caisse d'économie Desjardins des Cantons
  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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