Charles-Étienne Dagenais

Wealth Management Advisor
Desjardins Signature Service

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As a Wealth Management Advisor with Richelieu-Yamaska ​​Signature Service, I put my expertise at your service to help you achieve your financial goals and make your biggest dreams come true. Built to meet the highest standards in terms of support, expertise and financial products, the Signature Service is made up of experts specializing in providing services to a clientele of entrepreneurs or the wealthy with more complex situations and needs. As your Wealth Management Advisor, I work with you to develop a real financial itinerary taking into account all of your needs. Supported by many financial specialists, I offer you a rigorous approach, distinctive service, an evolving financial plan, personalized advice, as well as frequent contacts.

Services Offered in RI
  • Taxation planning
  • Investment management
  • Succession planning
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
Minimum Account Size


Investor Type Dealt With


Type of License


Provinces Licensed In
  • Quebec