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Alexandre Bellerose, RIAC

Wealth Manager

T 450-582-2005

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Languages: French, English

Biography

  • Completed training in financial management through HEC Montréal and passionate about financial markets
  • With Desjardins Securities since 2014
  • Accredited member of the Responsible Investment Association (RIA)

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. 

Julie Lafrenière Team

We are dedicated to providing you with effective service that meets your needs. We have a long-term vision and put our expertise towards serving you better. That's why we've been integrating environmental, social and governance (ESG) criteria into our model portfolio for several years now.

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.

Mission

To put our expertise to work to offer you personalized portfolio and wealth management services:
  • Through a rigorous and disciplined approach 
  • By considering your needs and goals—both personal and financial 
  • By keeping close ties with you in a way that meets your needs
  • Through well-organized and regular monitoring

Investment Philosophy

We take a bottom-up approach to value investing, selecting securities based on economic value added (EVA). This lets us choose companies that are leaders in their respective sectors. The securities chosen for our portfolios reflect the strength and stability of these companies’ operations.

Our rigorous selection process helps us find high-quality companies with:
  • Return on capital greater than cost 
  • Price below intrinsic value (P/IV)
  • Dividend stability and/or growth
  • Adequate liquidity ratios
  • An acceptable level of debt

Our disciplined approach to asset allocation results in:
  • Minimum volatility
  • Maximized risk-return ratios
  • Securities selected based on EVA

A personalized relationship and structured monitoring

What sets us apart

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:

  • Rigour and discipline
  • Flexibility and accessibility
  • Disciplined approach to asset allocation

 

Values

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:

  • Integrity
  • Transparency
  • Professionalism

Service Offer

Target clientele

Our clientele comprises primarily of affluent and wealthy families, professionals and business people.

Our expertise

  • Discretionary management
  • Individual Pension Plan (IPP) preparation
  • Tax-efficient investment strategies 

Biographies of my colleagues

  • Julie Lafrenière, BBA, CIM®, F. Pl, RIAC

    Portfolio Manager, Wealth Manager

    T 450-582-8878

    Languages: French

    Linkedin

    • More than 25 years of experience in the financial services industry. She is known for her energy and professionalism as a qualified specialist.
    • She is a Portfolio Manager and Financial Planner with a Bachelor of Business Administration.
    • Accredited member of Responsible Investment Association

    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.

  • Véronique St-Georges, B.A.

    Investment Assistant

    T 450-582-8189 ext. 5031315

    Languages: French

    Véronique has a bachelor’s degree in education and is a certified financial planner. She joined the team in 2016, has over nine years of financial services experience and is passionate about customer service. In her current role, she oversees administration and ensures follow-up for tasks and files. She is a valued member of the team, taking a personalized approach when responding to customer requests and supporting the needs of the team.

Locations

Desjardins Securities at Joliette

275 Beaudry Nord
Suite 101
Joliette (Québec) J6E 6A7

450-759-4118 Toll-free : 1-866-759-4118Fax : 450-759-2945

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Desjardins Securities at Repentigny

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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