Jean-François Champoux, CFA, CPA, CA

Portfolio Manager, Senior Wealth Manager

T 514-876-4429

Languages: French, English

Biography

Chartered Financial Analyst (CFA), one of the industry's most prestigious designations
Member of the Quebec CPA Order.
More than 20 years of wealth management experience.
Joined Desjardins Securities in 2003.

Combines his expertise as a financial analyst and extensive knowledge of the stock markets to skillfully set up and monitor complex files.

Champoux-Brunelle Team

In a constantly changing environment (globalization of the economy, the advent of new investment products, the ever-growing complexity of tax rules), it is fundamental to be able to count on informed advice from experienced experts. Dealing with us gives you access to an award-winning team recognized in the securities field for the outstanding quality of its service.

The Champoux-Brunelle Team, together since 1997 and with Desjardins Securities since 2003, has developed a diversified clientele to whom it provides a full range of personalized financial services.

Mission

Within the framework of a comprehensive financial planning approach, our mission consists of guiding and accompanying you through the steps leading to fulfilment of your financial goals.

We aim to be key partners in your success.

Investment Philosophy

Our investment approach is based on conservative principles. We aim to increase our clients’ wealth while minimizing risk and volatility. To achieve this, we rely on diversified portfolios consisting of high-quality companies that pay stable dividends over an extended period.

What sets us apart

Our personalized approach relies on understanding your needs and your situation. This is why we put ourselves clearly at your disposal so that we can know about your dreams, your plans and your requirements.

Values

Experience, skill, integrity, availability and transparency.

Service Offer

The Champoux-Brunelle Team offers you a full range of financial products and services.

Traditional advisory service
Discretionary management
Projection to prepare for retirement
Life insurance and annuities^{Footnote 1}
Option strategies^{Footnote 2}

Notes

Par l’entremise de Services financiers VMD ou du réseau des caisses.
Investors should read the document outlining the risks involved in options trading. Options are not suitable for every type of investor.

Biographies of my colleagues

Alexandre Brunelle, B.Sc., FCSI^®, CIM

Portfolio Manager, Senior Wealth Manager

T 514-876-4308

Languages: French, English

Linkedin
- Bachelor's degree in economics from University of Montréal.
- Fellow of the Canadian Securities Institute (FCSI^®), one of the most respected financial services designations in the industry
- Chartered Investment Manager (CIM^®).
- More than 20 years of wealth management experience.
- Previously an independent derivatives trader on the Montreal Exchange.
- Joined Desjardins Securities in 2003.
As an expert in financial markets, Alexandre primarily focuses on asset allocation and portfolio management. He is also in charge of the team's communications.
Full details
Nicolas Grollier, CIM^®

Associate Wealth Management Advisor

T 514-876-7961

Languages: French, English

Linkedin
- Chartered Investment Manager
- Certificate in Advanced Investment Advice and Certificate in Technical Analysis from the Canadian Securities Institute (CSI)
- Successfully completed a course on options
- Joined our team in 2012
Thanks to his experience and CSI training, Nicholas is particularly skilled at applying effective financial practices to the field of advisory services. He is dedicated, enthusiastic and an essential asset to the team.
Patricia Cristina Leite, B. COM.

Wealth Management Associate

T 514-253-7649 ext. 5887649

Languages: Portuguese, French, English
- Joined Desjardins Securities in 2018
- Wealth management assistant since 2020
- More than 10 years of experience in financial services, communications and press relations
- Successful completion of CSI’s Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
Patricia is responsible for managing administrative affairs within the communications team and supports wealth managers with their daily tasks. She is organized and trustworthy and a big reason why our team is so fast and efficient. Her dedication to our clients doesn’t go unnoticed and she always offers unparalleled service.
Rosalie Berthelot, BBA

Wealth Management Associate

T 514-876-8968 ext. 5065267

Languages: French, English
- Desjardins employee since 2021
- Started working at Desjardins Securities as a wealth management assistant in 2023
- Successful completion of CSI’s Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
Rosalie is known for putting her energy and professionalism to good use in support of our managers. She also handles customer service for our team. Her proactive nature and analytical spirit are highly appreciated by her colleagues.
Vincent Sigouin-Marquis,

Financial Planner

Languages: French

Collaborator | Desjardins Trust Inc.

Vincent Sigouin-Marquis holds a bachelor's degree with a double major in applied economics and finance from HEC Montréal. He has held a number of roles within Desjardins. After completing his master's degree in taxation, he joined an accounting firm and refined his expertise by accepting tax consulting mandates and compliance projects. He's been working in the Financial Planning Services Department since 2022. He helps high-net-worth clients set up a clear plan that reflects their wishes and guides them towards their goals.
Équipe de notaires,

Languages: French, English

Collaborators | Desjardins Wealth Management

GENEVIÈVE FOREST

Geneviève Forest is a notary and serves as a senior estate planning advisor at Desjardins Wealth Management.

GENEVIÈVE D’AMOURS

Geneviève D'Amours, who has been a notary since 2009, serves as a senior estate planning advisor at Desjardins Wealth Management.

AMANDINE BOURILLON, D.S.N.

Amandine Bourillon has completed studies in notarial law in both France and Quebec and is a senior estate planning advisor at Desjardins Wealth Management.

ANDRÉ AUCLAIR

André Auclair is a notary and serves as a senior estate planning advisor at Desjardins Wealth Management.

CATHERINE BEAUCHAMP

Catherine Beauchamp is a notary and is currently a team leader and senior estate planning advisor at Desjardins Wealth Management.
Laurent Poirier, BSc Economics, F. Pl

Financial Security Advisor

Languages: French, English

Collaborators | Desjardins Securities Financial services inc.

Laurent has a financial planner designation and a bachelor's degree in economic science from the Université de Sherbrooke. He has also worked as a financial security advisor in 2012 for the SFL network. In 2015, he joined Desjardins Financial Security (DFS) as a consultant and became a regional business development manager in 2017. In 2019, he continued his career at DFS in Vancouver, still as a regional sales director. Bringing back to Quebec in 2022, he took on the role of interim manager for the Product and Concept Expertise team at Desjardins Financial Security in Montreal, then joined Desjardins Securities Financial Services Firm to support Desjardins Securities' mass-affluent and high-net-worth clients.