Angella Roy, BBA, F. Pl

Wealth Manager

T 450-671-6626

Languages: French, English

Biography

Holds a Bachelor of Business Administration (Finance specialization)
Holds a certificate in financial planning
With Desjardins for over 25 years

Angella Roy has solid finance experience, which she enthusiastically shares with her clients. She is compassionate and a great listener who builds strong and close relationships with all her clients.

Angella's approach to wealth management is rigorous and collaborative. She sees her clients as true business partners and ensures they're comfortable with all her investment recommendations. Professionalism, trust, close collaboration and rigour are the foundations of her practice.

Responsibilities

Assisting clients through a tailored advisory approach
Implementing the strategies set out in investment policy statements
Periodic portfolio review

Proulx Roy Team

The Proulx Roy Team consists of 6 passionate professionals who are committed to building solid relationships with our clients. We listen attentively to all our clients to ensure that we understand their financial and life goals.

Your priorities guide our decisions and define the service we provide you. We cover all the bases to build the financial strategies that work for you.

We are experienced specialists who are committed to answering all your questions and addressing all your financial needs.

Mission

To offer you personalized investment support so you have peace of mind about your wealth management needs.

To meet your personal and family needs through custom-built solutions.

To be a reference for you and your loved ones in investment and wealth management.

Investment Philosophy

We seek a suitable balance between asset diversification and returns. We manage your investments responsibly and transparently. We are committed to providing:

An investment policy statement that fits your profile.
Effective allocation of your assets.
Continuous monitoring of your portfolio.

What sets us apart

When it comes to managing your investments, we treat you like family. Our service offer is personalized and the support we provide is tailored to your situation. Thanks to our team's complementary skills and our expert knowledge of the financial markets, we have built strong and trusted relationships with our clients.

Values

Our values define the identity of our passionate and compassionate team.

Commitment: We work hard to meet your needs and offer you high-quality service that exceeds all your expectations.

Rigour: Serving you is important to us. Whatever your request, you can expect rigour, objectivity and diligence.

Integrity: We strive to maintain healthy and long-lasting relationships with our clients. That's why our communications with you are both open and transparent.

Simplicity: Our practices, approach and solutions are designed to make life easier for you.

Service Offer

Our service offer is comprehensive and adapted to our clients' real needs.

We act with rigour when managing your investments. Our areas of expertise include risk management, asset allocation, sectoral and geographic allocation and analysis of equity securities.

Biographies of my colleagues

Martin Proulx, BBA, FCSI^®, CIM^®, F. Pl

Wealth Manager

T 450-671-7334

Languages: French, English
- Holds the prestigious designations of Certified Investment Manager (CIM^®) and Fellow of the Canadian Securities Institute (FCSI^®)
- Holds the Financial Planner (F.Pl.) designation from the Institut québecois de planification financière (IQPF)
- With Desjardins Securities since 2003
Martin Proulx is passionate about the world of finance and he knows how to convey this passion to his clients. A great communicator, he can explain the most abstract financial concepts in simple terms. Martin's authentic, straightforward approach sets him apart.

In his practice, Martin ensures that his recommendations reflect the financial goals of his clients and he always acts with the client's best interest in mind.

Responsibilities
- Investment management
- Portfolio review
- Financial and retirement planning
Full details
Charles Côté Lebreux,

Associate Wealth Management Advisor

T 514-281-2244 ext. 5062672

Languages: French, English

Linkedin

Charles has a degree from UQAM's School of Management in business administration, with specializations in finance and economics. After completing a valuable internship as a futures trader at a small trading firm in Montreal's Old Port, he decided to undertake the CFA Program. He has successfully passed the first and second levels, meaning he is just one level away from completing the requirements for the highly sought-after designation.

To stay in shape and unwind, Charles enjoys rounds of golf and playing basketball. He is passionate about finance, statistics, and economics, as well as being a cinema and history enthusiast. In his downtime, he enjoys going to the countryside to bird-watch by day and stargaze by night. Friendly and warm, Charles is an adept listener and always goes above and beyond to meet his clients' needs.
Kim Fonseca,

Assistant Wealth Management Advisor

T 450-671-7169

Languages: French
- Holds a certificate in financial planning
- Mutual Fund Representative
- With Desjardins for over 9 years
Kim Fonseca has a solid background in finance and customer service. She is dynamic, curious and meticulous and expertly handles her administrative and client file monitoring tasks.

Kim has excellent team spirit and is enthusiastic about helping her co-workers and our clients.

Responsibilities
- Customer service
- Transaction execution
Sandra Robidoux-Lepine,

Wealth Management Assistant

T 450-671-0885

Languages: French
- Holds an Attestation of College Studies in customer service (financial sector)
- With Desjardins for over 8 years
Sandra Robidoux-Lepine has worked in various roles in the financial sector. She applies this valuable and diverse expertise to deliver outstanding customer service.

Sandra's professionalism, versatility and attention to quality in her work are driven by her commitment to putting the client first.

Responsibilities
- Customer service
- Planning client meetings
- Opening accounts