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You are here: Home> Personal > Caisse Desjardins de la Seigneurie de Ramezay > 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 13 caisses1 of the Vallée du Richelieu-Yamaska 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

The Signature Service offices are located in the Vallée du Richelieu-Yamaska.

To learn more, contact:

Simon Leclerc Simon Leclerc6
Signature Service Manager
1-844-778-0080, ext. 7024814
Contact by email

Vallée du Richelieu-Yamaska Signature Service Team

Tanya Guimond Tanya Guimond6
Sales Support Coordinator
Management Assistant
1-844-778-0080, ext. 7024813
Contact by email - This link will open in a new window.
Martin Archambault Martin Archambault7
Wealth Management Account Manager
1-844-778-0080, ext. 7024818
Contact by email - This link will open in a new window.
Christian Cormier Christian Cormier7
Wealth Management Account Manager
1-844-778-0080, ext. 7024816
Contact by email - This link will open in a new window.
Manuel Couture Manuel Couture7
Wealth Management Account Manager
1-844-778-0080, ext. 7024821
Contact by email - This link will open in a new window.
Cathy Goulet Cathy Goulet7
Wealth Management Account Manager
1-844-778-0080, ext. 7024805
Contact by email - This link will open in a new window.
Patrice Lavigne Patrice Lavigne7
Wealth Management Account Manager
1-844-778-0080, ext. 7024817
Contact by email - This link will open in a new window.
Stéphane Marceau Stéphane Marceau7
Wealth Management Account Manager
1-844-778-0080, ext. 7024819
Contact by email - This link will open in a new window.
Marie-Pier Savoie Marie-Pier Savoie6
Administrative Assistant – Operational Support
1-844-778-0080, ext. 7024824
Contact by email - This link will open in a new window.
Marie-Eve Adam Marie-Eve Adam
Mixed Financial Services Agent
1-844-778-0080, ext. 7024810
Contact by email - This link will open in a new window.
Dominique Cardin Dominique Cardin6
Financial Services Agent - Clientele
1-844-778-0080, ext. 7024812
Contact by email - This link will open in a new window.
Sabrina Gaudreault Sabrina Gaudreault6
Specialized Financing Advisor
1-844-778-0080, ext. 7024815
Cell: 514-709-6710
Contact by email - This link will open in a new window.
Manon Arsenault Manon Arsenault6
Financial Services Agent - Clientele
1-844-778-0080, ext. 7024811
Contact by email - This link will open in a new window.
Kathleen Dumontier Kathleen Dumontier
Financial Security Advisor
Cell: 514-777-1062
Contact by email - This link will open in a new window.
Carole Mailloux Carole Mailloux7
Wealth Management Account Manager
1-844-778-0080, ext. 7024804
Contact by email - This link will open in a new window.
Gérard Gonzalez Gérard Gonzalez
Financial Security Advisor
Cell: 450-204-3379
Nicolas Courval-Côté Nicolas Courval-Côté
Financial Security Advisor
1-844-778-0080, ext. 7024820
Contact by email - This link will open in a new window.
  1. Caisse populaire Desjardins du Bassin-de-Chambly, Caisse Desjardins du Plateau maskoutain, Caisse Desjardins de la Vallée des Patriotes, Caisse Desjardins Pierre-De Saurel, Caisse populaire Desjardins de la Rivière Noire, Caisse populaire Desjardins d'Acton Vale, Caisse Desjardins de la Seigneurie de Ramezay, Caisse Desjardins de Saint-Césaire, Caisse Desjardins de Marieville-Rougemont, Caisse Desjardins de Val-Maska, Caisse Desjardins de Beloeil Mont-Saint-Hilaire, Caisse Desjardins de Saint-Hyacinthe, Caisse Desjardins Richelieu Saint-Mathias
  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.
  7. Financial Planner and Mutual Funds Representative for Desjardins Financial Services Firm Inc.

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