Louis-Étienne Fortin, BBA

Wealth Manager

T 514-426-2260 ext. 0517

Languages: French, English

Biography

A professional with more than 15 years experience in the securities industry, I am proud to serve a loyal clientele of more than 100 Quebec families.

My constant objective: to help you protect what is most dear to you.

Holder of a Bachelor's degree in Business Administration, major in Finance, from HEC Montréal.
With Desjardins Securities since 2005 as an investment advisor
Registered as a retail options representative
Ambassador of the Montreal Canadiens Children's Foundation at my branch
Member of the Club Richelieu de Montréal

Mission

This may seem surprising, but one of the key roles of an investment advisor is to protect you from your emotions!

Like a fortress, I am the guardian of your financial plan, whether to help you cope with adversity or to contain your euphoria.

My mission: to do everything possible so that you are free to fully enjoy your loved ones!

To this end, I monitor market fluctuations daily so that I can help protect and grow your family assets over the long term, through the different stages of your life.

Investment Philosophy

To succeed in the current world of investment, you can't rely on chance. You need a rigorous analysis and decision-making process. My success is attributable to strategic and tactical management, including risk management, in order to protect long-term capital.

Investment convictions

Minimize portfolio volatility through sound diversification
Focus on quality, profitable companies that have significant competitive advantages
Pay the right price
Be patient
Put emotions aside

What sets us apart

For me, communication is vital!

An investment advisor does more than just manage your investments. He must also have your interests at heart and support you throughout your life to enable you to achieve your goals, whatever they may be. He must also listen to you at all times in order to respond to your concerns or questions.

That is an advisor's real "alpha": a personalized and sincere relationship, which a robot will never be able to provide.

That's why I offer you a structured communication plan, in order to keep you informed and carry out your financial plan.

That's also why I make myself directly and immediately available for my clients. With me, there's no intermediary: I'm always available!

With regard to meetings, I also offer you great flexibility. We can meet at your home or your place of work, or in one of our many offices in Quebec – it's up to you!

I can respond to the needs of the most demanding clients.

I favour allocation by asset class based on your investment objectives, but also based on market conditions. According to studies, asset allocation accounts for 94% of the variation in portfolio returns.

My strengths

Professionalism
Availability
Good listener
Strong analysis skills
Experience
Passionate about the markets
Able to clearly explain stock market issues
Expertise

Values

Rigour and integrity

Discipline

Availability

Service Offer

Your customized investment advisor

I orchestrate the relationship, offering you rigorous assistance with the help of our wide range of experts.

You obtain the following benefits:

Customized management of your investments, according to whether you want to participate or delegate
A communication plan tailored to your needs
A wealth management plan so you always know where you're going
A periodic rebalancing service
A currency management strategy
Tax optimization of your investments
Financial planning, estate planning or life insurance services^{note de bas de page 1}
Transparent pricing
Access to all types of investments
My free second opinion service
Access to a wide range of portfolio managers for comprehensive management of your investments

Notes

Through Desjardins Securities Financial Services or the Caisse network.

Biographies of my colleagues

Alain Saint-Jacques, M. Sc.

Business Transfer Coach

Languages: French, English

Collaborator | Desjardins Securities Inc.

Alain has more than 15 years of experience supporting entrepreneurs. He has helped establish dozens of cooperatives in different regions across Quebec and used his expertise to serve more than 500 entrepreneurs in the process of transferring their business.

He works with all types of transfers—family, internal, external and collective—relating to businesses of all sizes and in a wide range of business sectors.

He's known for his analytical skills and his ability to synthesize, and he is passionate about business development and the work of entrepreneurs. A relationship of trust is at the heart of all of his projects.
Catherine Bouchard, BBA, F. Pl

Financial Planner

Languages: French

Collaborator | Desjardins Trust Inc.

Catherine has a bachelor of business administration in finance from Université de Sherbrooke, a certificate in financial planning from Université du Québec à Montréal and a diploma from the Institute of Financial Planning. A dedicated, enthusiastic professional and active listener, she excels at complex financial planning for entrepreneurs. Her mission is to offer made-to-measure solutions that make members' and clients' lives easier and help them achieve their financial goals.
Équipe de notaires,

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.
Sonia Jolette,

Financial Security Advisor

Languages: French, English

Collaborators | Desjardins Securities Financial services inc.

Sonia has over 27 years of experience in the financial industry, including several years as a partner in her own financial services firm, creating and developing a high-quality brokerage services. Sonia has been with Desjardins since 2013 and continues her mission of implementing financial strategies aimed at protecting and maximizing the wealth of her clients. Serving clients stand out from her listening skills, expertise and disciplined approach, providing tailored solutions that address their needs and concerns. Sonia leverages her skills, professionalism, professionalism and authenticity to put client first in her recommendations.
Équipe de conseillers principaux en fiscalité,

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.