Wealth Manager
T 450-582-8316
Languages: French, English
After working on the ground in financial markets, Jean-Philippe decided to put his knowledge to good use helping our clientele manage their investments.
He works closely with others to conduct company analyses and helps the portfolio manager select products. He's also involved in business development and investor relations.
We believe in responsible investment, without compromising our clients' financial returns. ESG criteria help us support businesses that promote sustainable development and respect social and human responsibilities. These align perfectly with our values.
We are a team of portfolio and wealth management specialists, and are known for our rigorous approach when choosing securities, our structured monitoring and client relationships.
Julie Lafrenières's Team stands out for:
Relationship building is one of our core values.
We believe in relationships based on integrity. We believe in the importance of a clear understanding of your needs and risk tolerance. We believe in transparency.
Three key words:
Our clientele comprises primarily of affluent and wealthy families, professionals and business people.
Our expertise
Portfolio Manager, Wealth Manager
T 450-582-8878
Languages: French
Her professionalism and energy make her a qualified specialist and sought after among investors.
In addition to her responsibilities in research, analysis and setting up client portfolios, Julie takes care of business development and investor relations.
Wealth Manager
T 450-582-2005
Languages: French, English
With his entrepreneurial experience, he's able to offer insight and solutions that are well-adapted to the needs of our business clients. Alexandre does detailed research and assessments of the companies we select and supports managers in their choice of products.
Assistant Wealth Management Advisor
T 450-582-8189 ext. 5031315
Languages: French
Véronique joined our team in 2016. She has a BA in education, a certificate in financial planning and over 12 years of experience in financial services. She stands out for her focus on client service.
As an associate advisor, her role is to interpret our team investment philosophy so she can provide investment recommendations to our clients and help them manage their wealth.
She also handles our team administration and closely monitors client files.
Her work on our team adds real value for our clients and she provides fundamental support to the team by providing efficient and personalized answers to client requests.
Business Transfer Coach
Languages: French, English
Collaborator | Desjardins Securities Inc.
Alain Chevalier has over 45 years of experience in the banking industry. He has held different positions within companies involved in financial planning and advisory services.
By drawing on a coaching approach, he has been able to give a human dimension to his financial planning knowledge, and he has supported more than 1,000 business owners reflect on and carry out their plans to transfer or sell their business. Positioning himself as a coach, he works to ensure that all parties involved can collaborate to achieve a common goal.
Financial Planner
Languages: French, English
Collaborator | Desjardins Trust Inc.
Hany Malek has a master's degree in management from the Institut Supérieur Européen de Gestion in Strasbourg (2003) and has graduated from the Institut québecois de planification financière (IQPF). He's been working in the financial industry for 20 years, including nearly 18 years as a financial planner in wealth management. He uses a rigorous and high-quality approach to help clients reach their financial goals.
Languages: French, English
Collaborators | Desjardins Wealth Management
ANNE-MARIE FOURNIER
Anne-Marie Fournier is a financial planner and notary. She currently serves as a senior estate planning advisor at 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.
Financial Security Advisor
Languages: French, English
Collaborators | Desjardins Securities Financial services inc.
Claude has over 30 years of experience in the financial services industry, including several years with Desjardins Securities Financial Services. He holds a degree from HEC Montréal in business management and Université Laval in financial planning. As a financial security advisor, he's also a certified financial planner and life and health insurer. Early on, he focused his professional practice on identifying the financial needs of high-net-worth clients and mastering the tools to solve estate problems.
Languages: French, English
Collaborators | Wealth Management
Jérôme Dostie-Bourgault
A lawyer by trade for over 10 years, Jérôme specialized in international taxation with a global professional services firm. He quickly turned his attention to individuals facing challenges abroad—particularly in the United States—whether in business or not.
Mathieu Pelletier
Mathieu has a master's degree in taxation and has been working as a tax specialist since 2016 after many years as a financial planner at Desjardins. As a tax specialist, Mathieu has helped business owners with every aspect of their business journey, from the earliest stages to the end of their career, including the sale or transfer of their business.
Stéphane Thibault
Stéphane is a chartered professional accountant with a master's degree in tax law. Over the last 15 years, he's gained solid expertise in Canadian and Quebec taxation. He developed in-depth knowledge of tax rules for individuals and businesses, as well as investment, savings and retirement vehicles.
440, Notre-Dame Street,
Suite 104
Repentigny (Québec)
J6A 2T4
450-582-7528 Toll-free : 1-888-482-7528Fax : 450-582-7307
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