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You are here: Home> Personal > Caisse Desjardins du Haut-Richelieu > Available services

Available services

Tax advice adapted to self-employed workers (setting aside money). Coaching for business ownership transfers.

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 5 caisses1 of Haut-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 Haut-Richelieu-Yamaska region.

To learn more, contact:

Julie Fortin Julie Fortin
Signature Service Manager
450-776-7450, ext. 7424005
514-715-1324
Contact by email
Vicky Picard-Duclos Vicky Picard-Duclos
Assistant
450-776-7450, ext. 7424004
450-522-7381
Contact by email

Haut-Richelieu-Yamaska Signature Service Team

Édith Bellefleur Édith Bellefleur
Wealth Management Account Manager
450-776-7450, ext. 7424012
450-522-4459
Contact by email - This link will open in a new window.
Lorraine Bouthillier Lorraine Bouthillier
Wealth Management Account Manager
450-359-1299, ext. 7424022
514-217-1540 Contact by email - This link will open in a new window.
Mathieu Faucher Mathieu Faucher
Wealth Management Account Manager
450-359-1299, ext. 7424021
514-217-1031
Contact by email - This link will open in a new window.
Isabelle Gauthier Isabelle Gauthier
Wealth Management Account Manager
450-776-7450, ext. 7424013
450-531-5063 Contact by email - This link will open in a new window.
Brigitte Normandin Brigitte Normandin
Wealth Management Account Manager
450-776-7450, ext. 7424011
450-531-2075
Contact by email - This link will open in a new window.
Nancy Brien Nancy Brien
Financial Services Agent
450-776-7450, ext. 7424001
Contact by email - This link will open in a new window.
Marie-Michèle Paradis Marie-Michèle Paradis
Financial Services Agent
450-359-1299, ext. 7424002
Contact by email - This link will open in a new window.
Emilie Durand Emilie Durand
Specialized Financial Advisor
450-359-1299, ext. 7424023
Contact by email - This link will open in a new window.
  1. Caisse de Brome-Missisquoi, Caisse Desjardins du Haut-Richelieu, Caisse Desjardins de Granby – Haute-Yamaska, Caisse Desjardins de la Pommeraie, Caisse Populaire de Waterloo.
  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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