Portfolio Manager
Languages: French, English
Frédéric is a portfolio manager with an MBA from Concordia University. He's also a Chartered Financial Analyst (CFA). Frédéric came to us from the Caisse de dépôt et placement du Québec, where he developed remarkable expertise and extensive knowledge of the financial markets.
His exceptional aptitude for analyzing and building portfolios is an invaluable asset to the team and clients.
A presence within Desjardins Securities since 1994, Leblanc Martineau St-Hilaire is a leading multidisciplinary team of investment advisors.
Our wealth management approach relies on personalized analysis of our clients’ needs to provide made-to-measure solutions. We manage clients’ investments, help them plan their retirement, help protect their assets and maximize their wealth.
For the last 20 years, we have aimed for excellence in the quality of the financial advice and service provided to our clients, with integrity, discipline and transparency in the forefront.
Financial markets have evolved over the last decade. Markets are more volatile, more uncertain and more complex than in the past. Investing has become an active and dynamic process in which some traditional forms of investment simply no longer work.
Since 2008, to deal with this new reality, we have included discretionary management in our service offer. Our portfolio management focuses more on risk management than on seeking returns that beat the indices. A key study conducted by Gary Brinson, Randolph Hood and Gilbert Beebower shows clearly that 93.6% of variations in yield are due to asset allocation. In short, decisions on allocation have more influence on a portfolio’s overall yield and variability than decisions on stock selection, based on market forecasts.
We have developed expertise that has proven its worth in the active management of an array of exchange traded funds (ETFs). With their low costs and with their size and scope, ETFs are key instruments for attaining diversification and desired exposure to a variety of asset categories: large- and small-cap shares, stocks on international, emerging and developed markets, fixed-income securities and major categories such as alternative investments and real estate. In short, ETFs are the ideal instrument for implementing our investment strategies, whether they involve short- or long-term tactics focusing on specific sectors or investments, or more comprehensive approaches related to asset categories.
Your financial affairs and investments have become complex. They require skilled professional attention as well as extensive planning. And in every aspect of your life, you have come to expect higher levels of service and personal attention.
Since 1994, many clients have opted for our team’s services to simplify their lives and fulfil their financial goals. We have put together a wealth management and discretionary management approach. We focus our attention on your needs in retirement planning and portfolio management services. We can also work with your tax advisor and legal advisor to make suggestions on potential tax optimization strategies. We also recommend investment portfolios based on your personal goals, your risk tolerance and your investment horizon.
In addition, to be a leader in our profession and to maintain the high level of quality in the service and care provided to our clients, we are equipped with one of the top customer relations management software programs. This tool helps create a collaborative real-time working environment for our team, providing all information flows regarding our clients. It is a tool that helps us stand out by providing greater accuracy and responsiveness in meeting requests from our growing clientele.
We are also aware that an advisor’s quality is measured both by technical skills and by appropriate behaviour that meets top standards of conduct. In the current context of consumer mistrust, we are convinced that the advisors with the best business practices will be the most highly appreciated by clients. In short, the client-advisor relationship relies above all on trust. This is built on the advisor’s credibility and on the quality of attention provided. Listening to clients is how we can best understand their needs. Our credibility is linked to our skills and our know-how.
Our approach combines the advice and services needed to meet the investment needs and the retirement, tax or estateFootnote 1 planning needs of your family.
We outdo ourselves to offer personalized and exclusive wealth management service with the attention you deserve.
We also provide discretionary management that lets you delegate responsibility for investment decisions. Your portfolio is built on the basis of your growth and income needs and your risk tolerance, with the tax aspect taken into account. Since your approval is not required for each trade, we are able to bring you the benefit of investment opportunities quickly and efficiently. We work in accordance with the particular guidelines established beforehand in your investment policy, and we are subject to our industry’s highest regulatory standards. With our monthly written communications, our telephone follow-ups and our periodic meetings, we keep you fully informed of market trends and of your portfolio’s performance.
Senior Wealth Manager
T 514-281-7068
Languages: French, English
A graduate in economics and business administration from the Université du Québec à Montréal (UQAM), Marc Leblanc has been a senior wealth manager at Desjardins Securities since 1994.
From 2006 to 2013, he also held the position of manager of the Desjardins Securities head office. He currently focuses his efforts on his team's business development and investor relations.
Portfolio Manager, Senior Wealth Manager
T 514-281-7096
Languages: French, English
A chartered accountant by training, Mr. Martineau has been with Desjardins Securities since 1994 as investment advisor and portfolio manager. This lets him put his extensive knowledge of tax matters, financial statement analysis and retirement planning to clients’ benefit.
In 2008, he earned the title of Chartered Investment Manager, enabling him to provide discretionary management to his team’s clientele.
Portfolio Manager, Senior Wealth Manager
T 514-985-3541
Languages: French, English
A graduate in mathematics at the Université du Québec à Montréal (UQAM), Mr. St-Hilaire comes from the business world, where he filled a number of management roles, in particular as a divisional vice-president at Gesca and as director of development at Les Affaires newspaper.
He has chosen now to devote himself to the practice of his first love, finance, for Desjardins Securities as an investment advisor and also as a sales officer. This will enable him to apply his extensive business experience to serving the team’s clients, handling the group’s development and image in particular. He sits on the boards of directors of the Société des arts technologiques.
Associate Wealth Management Advisor
T 514-985-3492
Languages: French, English
Jonathan Gravel has over 15 years of experience in securities, mainly with high-net-worth entrepreneurs and clients. He provides top-quality service.
In addition to being an investment advisor since 2007, he is a chartered investment manager (CIM®). In 2021, he earned the CSI Certified International Wealth Manager (CIWM) designation after completing a training program on strategic wealth management. These skills make him a highly valued multidisciplinary asset for our clients.
Associate Wealth Management Advisor
T 514-281-2821 ext. 5062821
Languages: French, English
With a bachelor's degree in finance from the Université du Québec à Montréal (UQAM), Martin Fournier has always had a strong interest in the financial sector and the investment community.
He has over 15 years of experience in business development with the financial press, including The Globe and Mail and Les Affaires. His interpersonal skills, analytical mind and desire to always put client interests first make him an asset for the team. He's been an associate wealth management advisor since 2017.
Associate Wealth Management Advisor
T 514-281-4231
Languages: French, English
Myriam Bourgeois obtained her bachelor’s degree in finance from Université Laval in 2012, and has since been focused on the securities industry. She worked as a compliance analyst in the retail and institutional sectors and has also held the position of specialized agent with operations management at Desjardins Securities.
With her experience and knowledge, she has a broad understanding of the firm and the securities industry, and knows what it means to offer high-quality client service. She joined our team in January 2018 as an assistant to advisors. Since that time, Myriam has completed her training and is now licensed to become an associate advisor.
Associate Wealth Management Advisor
T 514-985-7568
Languages: French, English
Nicolas Demeulenaere is a financial markets enthusiast. He holds a bachelor’s degree in economics from Université de Montréal and a master’s degree in finance from HEC Montréal Business School.
He began his career as a derivatives analyst with a bank and joined Desjardins Securities in 2016. He started out as a compliance advisor and then became a senior advisor in the Discretionary Management Department. Nicolas is an expert in portfolio management and joined our team in 2019 as an associate advisor.
Associate Wealth Management Advisor
T 514-281-2320
Languages: French, English
Sylvain Brouillette has a master's degree in economics from the Université de Montréal and joined our team in April 2022. He previously worked 15 years at Desjardins Group as a wealth management advisor.
He's known for his analytical skills, which he uses to develop financial plans. He's committed to carrying out the projects he undertakes for our clients.
In the past, he has helped develop several workshops on personal finances and likes to explain financial concepts in plain language.
Wealth Management Associate
T 514-281-7286
Languages: French, English
Mélissa Bédard has over 5 years of administrative experience. Drawing on her experience as an assistant manager at the Desjardins Securities Le Windsor branch, she joined the Leblanc Martineau St-Hilaire team in 2020.
Polite, dedicated and helpful, she is known for her attention to detail. She is keen on working in the finance and securities industry and has completed regulatory training and now holds the title of Wealth Management Associate.
Wealth Management Assistant
T 514-281-2800 ext. 5062800
Languages: French, English
With nearly 20 years of experience at Desjardins Securities, Audrey Grenier is one of our team's key resources. Through her extensive knowledge, solid expertise and high efficiency, she provides outstanding administrative support.
She is very thorough and makes our clients her priority.
Wealth Management Assistant
T 514-281-2821
Languages: French, English
Laurie is in charge of communications and marketing. She joined the team in November 2023. Laurie has been with Desjardins for more than 10 years and has a solid background in personal finance.
She's a creative, hardworking person who supports the team in its strategic thinking and helps plan and manage business development activities.
Wealth Management Associate
T 514-985-4045
Languages: French, English
Marie-Alice Turgeon holds a bachelor's degree in business administration, with a specialization in finance from the Université du Québec à Montréal (UQAM). She's always been particularly interested in securities and finances.
Throughout her university studies, she was very active and participated in several student competitions in finance and management. She joined the Leblanc Martineau St-Hilaire team in 2020 as an advisor assistant.
To improve her wealth management knowledge, she has completed the training required to become an investment assistant.
1170, Peel Street
Suite 300
Montréal (Québec)
H3B 0A9
514-985-7585 Toll-free : 1-866-985-7585Fax : 514-281-4255
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