Ouellet Bolduc Group
Desjardins Securities
About us
Our approach
Our team is passionate, approachable and fully focused on your needs. Working closely together, we bring energy and attention to every detail. Earning your trust is our greatest reward.
Our investment philosophy
Our unique investment philosophy centers on capital protection and risk management. We're committed to responsible investment strategies while integrating environmental, social and governance (ESG) criteria into our business practices. We believe in the power of investing to build a better world.
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
A healthy work-life balance and regular exercise boost longevity and help individuals thrive. That's why we advocate for healthy choices within our community.
We encourage our friends, partners and clients to give back by supporting the following causes (webpages are in French only): The Rimouski marathon event External link., the Maison Marie-Élisabeth mountain bike challenge, cycling events in Quebec to fundraise for the Association du cancer de l'Est-du-Québec External link., the Arrache-cœur challenge for Rimouski's health foundation External link. and the stock market simulation program organized by Université du Québec à Rimouski External link..
The Ouellet Bolduc Group's foundation
Commitment and sharing are part of our core values. In 2019, our group established its own foundation to promote health and wellness in our community and to inspire others to give back.
2022
We donated $1,500 to Fondation du Centre jeunesse du Bas-Saint-Laurent, a charitable organization that supports youth in need. The funds were used to purchase 11 cookware sets for young people who were leaving the youth centre and moving into an apartment.
Our approach to your financial success
Communications
The Reporter
Each quarter, our senior managers share the latest financial news, wealth management information and insights on future prospects.
Our services
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.
Daniel Ouellet
BBA, CIM ®
Portfolio Manager, Senior Wealth Manager
Jonathan Bolduc
BBA, CIM ®
Portfolio Manager, Senior Wealth Manager
Jean-Sébastien Lavoie
MSc, BBA, F.Pl., CIWM ®
Associate Wealth Management Advisor
Rafael Tavares
MBA, CFA®
Associate Wealth Management Advisor
Marie-Pier Thibeault
CIWM ®
Associate Wealth Management Advisor
Marie-Hélène Lacroix
MBA, LLB, LLL
Associate Wealth Management Advisor
Maxime Lévesque
BBA, F.Pl., CPA
Associate Wealth Management Advisor
Alexandre Michaud
BBA
Associate Wealth Management Advisor
Bernard Morin
BBA, F.Pl.
Associate Wealth Management Advisor
Jean-François Desforges
BBA, CIM ®, F.Pl.
Associate Wealth Management Advisor
Karen Vallières
Wealth Management Assistant
418-721-2668 This link opens your phone app., ext. 5031425
Partnering with experienced professionals
We work with skilled professionals
Alain Saint-Jacques
Business Transfer Coach
Jeffrey Morrow
Financial Security Advisor
Amandine Bourillon
Notary
André Auclair
Notary
Catherine Beauchamp
Notary
Geneviève D'amours
Notary
Geneviève Forest
Notary
Jérôme Dostie-Bourgault
Senior Tax Advisor
Mathieu Pelletier
Senior Tax Advisor
Stéphane Thibault
Senior Tax Advisor
Contact us
Rimouski
180 Des Gouverneurs Street
Suite 301
Rimouski QC G5L 8G1
Directions Lien externe au site.
Phone
418-721-2668 Ce lien ouvre votre application de téléphonie.
1-888-833-8133 Ce lien ouvre votre application de téléphonie.
