Martin Gendron, CAIA, M. Sc., FCSI^®, CIM^®

Portfolio Manager, Wealth Manager

T 450-682-5858 ext. 5064051

Languages: French, English

Biography

Martin Gendron is an experienced wealth and portfolio manager. His solid skills, knowledge of markets, dedication to clients and prior experience with high-net-worth families make him an undeniable asset to our customers. Over the course of his career, Martin has gained expertise in discretionary management, financial analysis, comprehensive investment strategy development and external management oversight.

Bachelor of business administration from HEC Montréal
Master's degree in finance (MSc) from HEC Montréal
With Desjardins Securities since 2011
Chartered Investment Manager (CIM^®)
Certified International Wealth Manager (CIWM)
Chartered Alternative Investment Analyst (CAIA) and Fellow of the Canadian Securities Institute (FCSI^®)
Qualified negotiator for options and certified in derivatives strategies

Groupe Conseil CDG

We're committed to being there for you now and always. We believe rigour, transparency and integrity are key to building lasting relationships based on trust and respect.

Mission

Our mission is to use a balanced investment strategy to help you achieve financial well-being in line with your current and future needs, give you peace of mind and protect the financial security of your loved ones.

What sets us apart

Your priorities are our priorities. They guide our decisions and the types of services we offer.

By taking the time to learn more about you, your money and your priorities, we're able to offer you quality advice, planning services and financial products at every stage of your life.

Values

COMMITMENT AND THOROUGHNESS

We're very diligent and pursue ongoing professional development so we can always be our best for you.

RELIABILITY

We work with you and monitor your investments closely—this is good for us and even better for you.

TRANSPARENCY AND INTEGRITY

We know how important it is for you to understand everything that goes into managing your assets.

Service Offer

Our products and services are designed to meet all of your wealth management needs when they arise: investments, financial planning, specialized services, banking services, insurance and financing.

You can count on us every step of the way to help you:

PREPARE by:

Taking the time to get to know you better
Gathering all the quantitative and qualitative data needed to set up your account
Helping you identify your needs, set goals and establish your risk tolerance

IMPLEMENT by:

Working with you to determine the best asset allocation
Helping you map out your financial future
Explaining what's available and helping you select which securities to invest in
Making sure your portfolio is set up properly

FOLLOW UP by:

Monitoring your investments on a regular basis
Rebalancing them, as needed
Generating reports for periodic reviews

Biographies of my colleagues

Carine Cadorette,

Wealth Manager

T 450-682-7714

Languages: French
Carine has been working in the finance sector for over 25 years. Trained in the banking field at the start of her career, she has worked since 1997 in the securities field and business management.

Carine plays an active role business development and works closely with investors.
- Skilled in building relationships based on empathy and understanding and building lifelong clients
- Always on the lookout for innovative investment strategies
- Goes above and beyond client needs and offers personalized customer service
- Inspiring, forward-thinking and great at bringing people together
Full details
Luc David, CIM^®

Wealth Manager

T 450-682-7632

Languages: French

Linkedin
With Desjardins Securities since 1989, Luc has 34 years’ experience in securities, including 32 years as a wealth manager. This expertise has enabled him to acquire extensive knowledge of stock markets and financial products.

Luc oversees investment strategies and business relationships with investors.
- A pioneer of Desjardins Securities, he stands out for his honesty and consistency who inspires confidence in his long-standing clients
- Extensive expertise in management and investment strategies
- Detail-oriented, he supports his team with loyalty, diplomacy and honesty
- On top of industry best practices and innovative solutions
Full details
Josée Gagné,

Wealth Management Associate

T 450-682-5858 ext. 5131021

Languages: French
Josée pivoted into the financial sector after 20 years in the medical field and has
been working in the securities industry as a wealth management associate since 2016. More specifically, she’s responsible for the administrative and transactional aspects of our work. She also handles customer service for our team.
- Josée plans, organizes and prioritizes her tasks in such a way that she’s always available to handle any emergencies or unforeseen situations.
- Thanks to her meticulous nature and attention to detail, she’s able to respond to an impressive array of requests, from both clients and members of our team.
- She’s proactive and open-minded and often goes above and beyond what’s expected of her.
- Her calm and empathetic nature make her particularly skilled at understanding the needs of our clients and knowing when to simplify complex financial information to help them understand how they can reach their goals.
Pauline Roy,

Wealth Management Associate

T 450-682-7705

Languages: French

Pauline has over 30 years’ experience in banking, insurance and securities. She has completed the Canadian Securities Course and obtained her Investment Representative designation in 2011.

She provides outstanding transactional and administrative support, as well as customer service.