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Alexandre Brunelle, B.Sc., FCSI®, CIM

Vice-President, Portfolio Manager, Investment Advisor

T 514-876-4308

Languages: French, English

Biography

Mr. Brunelle holds a bachelor's degree in economics from the Université de Montréal and is a Chartered Investment Manager and Fellow of the Canadian Securities Institute.

Specializing in financial projections and options strategies, he is involved mainly in portfolio management and written communications. Previously a derivatives trader and investment advisor for other financial institutions, he has been part of Desjardins Securities since 2003.

Champoux-Brunelle Team

Champoux-Brunelle Team

In a constantly changing environment (globalization of the economy, the advent of new investment products, the ever-growing complexity of tax rules), it is fundamental to be able to count on informed advice from experienced experts. Dealing with us gives you access to an award-winning team recognized in the securities field for the outstanding quality of its service.

The Champoux-Brunelle Team, together since 1997 and with Desjardins Securities since 2003, has developed a diversified clientele to whom it provides a full range of personalized financial services.

Mission

Within the framework of a comprehensive financial planning approach, our mission consists of guiding and accompanying you through the steps leading to fulfilment of your financial goals.

We aim to be key partners in your success.

Investment Philosophy

Our investment approach is based on conservative principles. We aim to increase our clients’ wealth while minimizing risk and volatility. To achieve this, we rely on diversified portfolios consisting of high-quality companies that pay stable dividends over an extended period.

What sets us apart

Our personalized approach relies on understanding your needs and your situation. This is why we put ourselves clearly at your disposal so that we can know about your dreams, your plans and your requirements.

Values

Experience, skill, integrity, availability and transparency.

Service Offer

The Champoux-Brunelle Team offers you a full range of financial products and services.

  • Traditional advisory service
  • Discretionary management
  • Projection to prepare for retirement
  • Life insurance and annuities1
  • Option strategies2
  1. Par l’entremise de Services financiers VMD ou du réseau des caisses. Retour à la référence de la note de bas de page 1
  2. Investors should read the document outlining the risks involved in options trading. Options are not suitable for every type of investor. Retour à la référence de la note de bas de page 2

Biographies of my colleagues

  • Jean-François Champoux, CFA, CPA, CA

    Vice-President, Portfolio Manager, Investment Advisor

    T 514-876-4429

    Languages: French, English

    Mr. Champoux holds the title of Chartered Financial Analyst (CFA), one of the industry's most prestigious designations, and is known for his skills in taxation and portfolio management.

    His ability to resolve complex issues is highly appreciated. An accountant by training, he chose early in his career to become an investment advisor, first with other financial institutions and since 2003 with Desjardins Securities.

  • Nicolas Grollier,

    Associate Advisor

    T 514-876-7961

    Languages: French

    Mr. Grollier worked in the finance field prior to joining the Desjardins Securities team.

    His main duties are to assist investment advisors in various administrative matters. With his professionalism and skill, Mr. Grollier takes great care to respond efficiently to requests from our clients, making him an important resource person on the team.

Location

Desjardins Securities at Place Ville Marie

1 Place Ville Marie
Suite 1970
Montréal (Québec) H3B 0E8

514-876-1441 Toll-free : 1-866-876-1441Fax : 514-876-1106

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