Martin Archambault, BBA, CIM^®

Portfolio Manager, Senior Wealth Manager

T 514-985-4265 ext. 5064265

Languages: French, English

Biography

Bachelor of Business Administration from the Université du Québec à Trois-Rivières
Canadian Securities Institute’s Wealth Management Essentials and Canadian Securities Courses
Chartered Investment Manager course
More than 20 years of experience in the industry
With Desjardins for more than 15 years

Extremely attentive to his clients’ needs, Martin Archambault makes them his priority. That’s why he is responsible for client development. He meets with new clients to offer them services tailored to their needs. His extensive knowledge of the markets enables him to promote Archambault Group’s service offer to its network of contacts and to the business community.

Archambault Group

Team web site

Excellence Accreditation

Excellence accreditation attests that the wealth manager's practice meets the highest standards of quality in order to offer you an unparalleled experience in meeting your financial needs. This distinction is awarded exclusively to Desjardins Securities wealth managers who participate in a continuous development and improvement program.

At your side throughout your life.

We have the privilege of being at your side throughout your life to offer you the products and services you need to fulfil your goals. Life is filled with unforeseen happenings: you can count on us to support you and advise you in good times and bad.

Mission

Being above all a loyal and devoted partner, with you and your family’s peace of mind at heart.

Loyal and sincere, we remain at your side throughout your life. We are respectful, ensuring that your goals match your reality and your aspirations. Your well-being forms the cornerstone of all our actions and decisions. Professional and rigorous, we guide you step by step in fulfilling your goals.

Investment Philosophy

Wealth through risk minimization. Objective management of your assets. Careful management of risks and of costs related to management fees. Frank discussion for a healthy exchange where trust and transparency prevail. The use of exchange-traded funds (ETFs) and of our discretionary management portfolios.

Result: well informed and objective handling of your investments.

What sets us apart

Our team’s experience, professionalism and empathy make us stand out. We believe it is vital never to lose sight of essential concerns: aspirations, family and quality of life. These form the focus of the recommendations we present to our clients.

We can advise our clients on overall planning, not only in managing their investments but also in the course of various life events affecting their personal finances with a direct influence on their well-being: marriage, divorce, or the birth or death of a family member.

We wish to help our clients provide direction to their money to ensure that their financial planning^{Footnote 1} is aligned not only with their financial reality but also with their personal values.

Values

Excellence, which leads us always to surpass ourselves.
Compassion and attentiveness, essential to understanding your needs and aspirations.
Professionalism, at all times.
Discipline, because it promotes a methodical approach and nurtures rigour.

Service Offer

We offer you wealth management based on your life cycle. We are the managers of your wealth and help you meet achievable goals by providing you with discretionary portfolio management as well as financial^{Footnote 1}, tax and estate planning^{Footnote 1}.

Notes

Through Desjardins Securities Financial Services or the Caisse network.

Biographies of my colleagues

Chantal Bouchard,

Associate Wealth Management Advisor

T 514-281-7401 ext. 5067401

Languages: French

Linkedin
- Investment advisor certification and financial planning training with the Canadian Securities Institute
- 30 years of experience in the industry as an administrative assistant and associate advisor
- With Desjardins Securities since 1993
With her diligence, sincerity and empathy, Chantal Bouchard is much appreciated by our clients. Her communication skills are impeccable, and her follow-ups are both detailed and regular. She has excellent knowledge of the financial markets and the global economy, as well as solid experience in customer service and with clients who have their portfolios managed on a discretionary basis.
Veronica Victorero,

Wealth Management Assistant

T 514-985-4257

Languages: French, Spanish
- Over 15 years of experience in financial services
- With Desjardins since 2005
- Personalized certificate in business administration from HEC Montreal
Veronica Victorero is passionate about her work and always goes the extra mile to exceed our clients' expectations. She loves being part of the action and putting her knowledge and expertise to use. Veronica joined Group Archambault in November 2022, providing personalized administrative support to the entire team and to our clients. She is currently completing the Canadian Securities Course at CSI to ensure that she will always be able to provide the highest possible standard of service.
Alain Chevalier, MBA, F. Pl

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.
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.
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.