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Charron Gagnon Group

Desjardins Securities

About us 

Our approach

Doing business with us means joining our family, where your needs and well-being always come first. We're here to give you piece of mind with our honest and reliable services, whether turnkey or tailored to your needs.

Our investment philosophy

We develop customized plans that combine exchange-traded funds with tax-efficient strategies based on your account type. We adapt quickly to new research, economic realities and market trends.

Our business practices

  • Discretionary portfolio management
  • Management of both your assets and your family's, with fees based on a percentage of total assets and potential tax benefits
  • Expertise in working with incorporated companies and professionals

Community involvement

In addition to our team members' personal initiatives, we also support the following causes: the Outaouais health foundation External link., the Montreal Canadiens Children's Foundation External link., La Cité collégiale External link. (site in French only) and the Francophone association for social inclusion in Ottawa (AISO) External link. (site in French only).

Our approach to your financial success

Communications

Quarterly statement

Every quarter, our group offers you a review of the latest global financial news.

Our services

Focused on your needs

We're here to guide you and help you grow your assets or portfolio so you can achieve your financial goals. 

Our team

Our team, trained to the highest industry standards, will go the extra mile to help you reach your financial goals.

For personalized service, contact our wealth management experts.

Marc-Antoine Gagnon

BCom, CIM ®
Portfolio Manager, Wealth Manager

Alexandre Charron

MBA, BAA, CIM ®
Portfolio Manager, Wealth Manager

Nathalie Drouin

CSC®
Assistant Wealth Management Advisor

Soheir Benmansour

Assistant Wealth Management Advisor

Anne-Marie Charron

Wealth Management Assistant

Partnering with experienced professionals

We work with skilled professionals1 to offer guidance that matches your priorities. Together, we plan and execute strategies to address both your current and future needs.

André Auclair

Notary

Catherine Beauchamp

Notary

Amandine Bourillon

Notary

Geneviève D'amours

Notary

Jérôme Dostie-Bourgault

Senior Tax Advisor

Geneviève Forest 

Notary

Patricia Girard 

Financial Planner2

Mathieu Pelletier

Senior Tax Advisor

Laurent Poirier

Financial Security Advisor

Alain Saint-Jacques

Business Transfer Coach

Stéphane Thibault

Senior Tax Advisor

Contact us

Gatineau

880 De La Carrière Boulevard
Suite 200
Gatineau QC  J8Y 6T5

Directions  Lien externe au site.

Phone

819-772-2221 Ce lien ouvre votre application de téléphonie. 

1-888-772-2411 Ce lien ouvre votre application de téléphonie.

Ottawa 

1173 Chemin Cyrville
2nd Floor
Ottawa ON  K1J 7S6

Directions  Lien externe au site.

What sets us apart

Excellence Accreditation

The Excellence Accreditation shows that our investment advisors meet the highest quality standards.

Desjardins Wealth Management Securities is a trade name used by Desjardins Securities Inc. Desjardins Securities Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF). To find out if a person is currently employed by a company regulated by the CIRO, refer to theAdvisor Report External link..Chartered Investment Manager (CIM®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc.Canadian Securities Course (CSC®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc. Some services are offered through Desjardins Securities Financial Services, caisses or external professionals.Financial planner at Desjardins Financial Services Firm Inc.