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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 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
  • 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 Vallée du Richelieu-Yamaska.

To learn more, contact:

Simon Leclerc Simon Leclerc
Signature Service Manager
1-844-778-0080, ext. 7024814
Cell : 450-230-4112
Communiquer par courriel

Vallée du Richelieu-Yamaska Signature Service Team

Marie-claude Benoit Marie-claude Benoit
Management Assistant
1-844-778-0080, ext. 7024813
Communiquer par courriel
Christian Cormier Christian Cormier
Wealth Management Account Manager
1-844-778-0080, ext. 7024816
Cell: 450-230-8786
Communiquer par courriel
Luc Théberge Luc Théberge
Wealth Management Account Manager
1-844-778-0080, ext. 7024820
Cell: 450-230-8625
Communiquer par courriel
Martin Archambault Martin Archambault
Wealth Management Account Manager
1-844-778-0080, ext. 7024810
Cell: 450-230-7448
Communiquer par courriel
Patrice Lavigne Patrice Lavigne
Wealth Management Account Manager
1-844-778-0080, ext. 7024817
Cell: 514-718-2779
Communiquer par courriel
Stéphane Marceau Stéphane Marceau
Wealth Management Account Manager
1-844-778-0080, ext. 7024819
Cell: 514-994-8487
Communiquer par courriel
Mélanie Meunier Mélanie Meunier
Specialized Financing Advisor
1-844-778-0080, ext. 7024815
Communiquer par courriel
Dominique Cardin Dominique Cardin
Financial Services Agent - Clientele
1-844-778-0080, ext. 7024812
Communiquer par courriel
Marie-france Cardin Marie-france Cardin
Financial Services Agent - Clientele
1-844-778-0080, ext. 7024811
Communiquer par courriel
Josée Champagne Josée Champagne
Operational Financial Services Agent
1-844-778-0080, ext. 7024008
Communiquer par courriel
  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, aisse 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.

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