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Madore Bernier Veillette Team

Desjardins Securities

About us

Our approach

We are a multidisciplinary team committed to growing and protecting your family wealth. Our tailored services are built on active listening, trust and transparency, ensuring you achieve your short- and long-term financial goals.

Our investment philosophy

Capital preservation is our priority. Our portfolio management follows strict criteria: financial strength, market leadership, attractive valuation and sustainable dividends. We continuously monitor and adjust our portfolios to maintain disciplined, long-term management while integrating ESG considerations.

Community involvement

Every year, we leverage our network and platforms to support a diverse range of organizations and foundations dedicated to uplifting our local communities. Our team actively participates in numerous events and initiatives that resonate with our values and passions.

Our approach to your financial success

Our range of services at Desjardins Securities

Make the most of Desjardins Securities’ expertise to plan and optimize your wealth or portfolio. We offer personalized solutions, including financial and retirement planning, investment strategies, estate planning, tax optimization, wealth and loan protection, credit and transactional services.

Our team’s specialties

Discretionary and active portfolio management

Business owners and incorporated professionals

Global bond and equity management, ESG criteria and responsible investment

Communications

Quarterly newsletter

Our portfolio managers provide a summary of economic news and offer insights into our market vision.

Transaction notice

We inform our clients about transactions involving the purchase of securities to ensure they stay updated on significant changes in their portfolio.

Our team

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.

Steve Madore

CIM®, F.Pl.
Portfolio Manager, Senior Wealth Manager

Roxanne Bernier

BBA, F.Pl.
Wealth Manager

Dominic Breton-Veillette

BBA, CPA
Wealth Manager

Jean-Philippe Couture

BBA
Wealth Manager

Marie-Pascale Rivard-Francoeur

BBA, F.Pl.
Financial Planner1

Sylvie Sauvageau

BBA, CSC®
Wealth Management Associate

Carole Miller

Wealth Management Associate

Caroline Bourgault

BBA
Wealth Management Associate

Catherine Noël

Wealth Management Associate

Annie Faucher

Wealth Management Associate

Amélie Perez

Wealth Management Assistant

Branch information

Sainte-Foy 

Place de la Cité – PwC Tower
2640 Laurier Boulevard
Suite 1400
Sainte-Foy QC  G1V 5C2

Directions  Lien externe au site.

Phone

418-650-6350 Ce lien ouvre votre application de téléphonie.

1-800-361-6006 Ce lien ouvre votre application de téléphonie.

Montmagny

116 Taché Boulevard West
Montmagny QC  G5V 4A8

Directions  Lien externe au site.

Phone

418-248-8181 Ce lien ouvre votre application de téléphonie.

1-888-742-8181 Ce lien ouvre votre application de téléphonie.

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 the Advisor 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. Financial planner at Desjardins Financial Services Firm Inc.Some services are offered through Desjardins Securities Financial Services, caisses or external professionals.Through Desjardins Securities Financial Services Inc.