Marc Ratelle 1

Wealth management advisor

1 877 522-4773, ext. : 7006253

My expertise

  • – Certificate of Mutual Funds Representative, AMF
  • – Financial planner designation, IQPF, since 2000
  • – 37 years of experience in the financial sector

Spoken languages

  • – French
  • – English

My commitment

  • – Be the contact point for your financial needs to simplify your affair management.
  • – Understand healthcare issues in order to advise you better.
  • – Offer good advice to find the best solution for your needs.

My range of services

  • – Savings
  • – Budgeting
  • – Credit management
  • – Analysis of insurance coverage 2
  • – Planning for children’s education
  • – Protecting financial assets 2
  • – Estate planning guide 2
  • – Retirement income management
  • – Retirement planning 2
  • – Establishing a financial plan
Your advisor offers more than just performance: customized support for members in the health and social services sector
  1. Financial Planner and Mutual Funds Representative for Desjardinc Financial Services Firm Inc. ↩︎
  2. Support from Desjardins or external partners as needed. ↩︎