Team

Dominic Paquette, B.Sc.

Financial Planner
Financial Security Advisor
Group Insurance and Annuity Advisor
Mutual Fund Representative – SFL Wealth Management, partner of Desjardins
AMF certificate number 125744

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Luc Rodrigue, B.Sc.

Financial Planner
Financial Security Advisor
Mutual Fund Representative – SFL Wealth Management, partner of Desjardins
AMF certificate number 129338

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Samuel Lampron, B.A.A.

Financial Security Advisor
Mutual Fund Representative – SFL Wealth Management, partner of Desjardins
AMF certificate number 212481

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Mathieu Melanson Demers, B.A.A.

Financial Planner
Certified portfolio manager
Financial Security Advisor
Mutual Fund Representative – SFL Wealth Management, partner of Desjardins
AMF certificate number 216341

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Zaki Barakat, B.A.A.

Certified portfolio manager
Financial Security Advisor
Mutual Fund Representative – SFL Wealth Management, partner of Desjardins

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Ludovick Bertrand

Certified portfolio manager
Independant and affiliated Financial Security Advisor
Mutual Fund Representative – SFL Wealth Management, partner of Desjardins

Administrative team

Charlène Grignon
Senior Administrative Assistant
Special Events Coordinator
HR Assistant
Financial Security Advisor
Mutual Fund Representative, SFL Wealth Management, partner of Desjardins

Cindy Arbour
Senior Administrative Assistant – Investments
Training Assistant – Investments

Jocelyne Saviskas
Senior Administrative Assistant – Insurance
Compliance Director

Geneviève Rheault
Assistant – Reception and Customer experience

Catherine Cliche
Administrative Assistant

Josée Lortie
Administrative Assistant

Rima Maltalli
Administrative Assistant

Annie Plante
Administrative Assistant

A committed firm that stands out

Our team surpasses itself every year through its involvement in the business community and the community at large.

Recognitions

2022
Concours Les conseillers à l’honneur, Dominic Paquette, winner of the Advisor Emeritus Award, to highlight his contribution to the industry throughout his career.

2005 to 2019 – 15 consecutive years
Méritas Or, SFL Wealth Management, partner of Desjardins, Excellence Gala.

1998 to 2019
Qualification for SFL Wealth Management, partner of Desjardins Club de l’excellence and Club des maîtres.

2005 to 2015 – 11 consecutive years
Dominic Paquette named Financial Advisor of the Year among over 1,200 SFL Wealth Management, partner of Desjardins

2015 to 2020
Dominic Paquette Finalist, Financial Advisor of the Year, SFL Wealth Management, partner of Desjardins

2009
Dominic Paquette, recipient of the Chambre de la sécurité financière’s Prix Excellence, which is awarded to a financial planner with an outstanding practice and remarkable results.

2006
Dominic Paquette, recipient of Finance et Investissement’s Advisor most respected by his peers (Conseiller le plus respecté par ses pairs) award.

Since 2004
Membership in the largest association of financial services professionals, Million Dollar Round Table (MDRT), as part of Top of the table and Court of the table.

Community involvement

1998 to 2020
The Partenaire-Conseils Groupe Financier team is a Grand défi Pierre Lavoie participant and, so far, has raised $260,000 to promote healthy lifestyle habits.

Join our team

If you enjoy taking up challenges, building rewarding client relationships and being part of a team who has savoir-faire, join Partenaire-Conseils Groupe Financier & Gestion Privée. We’re always looking for competent, motivated people who are passionate about the financial world.

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