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Frédéric Gingras, BBA, CIM®

Vice-President, Portfolio Manager, Investment Advisor

Languages: French

Biography

A member of the Desjardins Securities team since 2001, Mr. Gingras has completed the Canadian Securities Course and holds a bachelor's degree in accounting from the Université du Québec en Abitibi-Témistamingue (UQAT).

Specializing in investment strategy development, he relies in particular on appropriate asset allocation and diversification to take account of each client's specific needs. In addition to his in-depth investment knowledge, he is keen on keeping up-to-date on financial news, giving him a comprehensive view of your situation and offering full care of your financial wealth.

Gingras-Barrette Group accréditation excellence

Excellence Accreditation

Excellence accreditation attests that the investment advisor's services meet 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 investment advisors who participate in a continuous development and improvement program.

With discipline, integrity and professionalism, we stand alongside you in the pursuit of your financial goals. Our highly personalized approach takes account of every aspect of your current and future situation.

Mission

To build a solid, transparent business relationship so we can offer you discretionary management investment solutions that are adapted to your situation and wealth management solutions that meet your needs.

Investment Philosophy

We believe that financial success rests on a strong management framework. Preserving your capital is our priority and that’s why our investment strategies rely upon basic long-term investment principles.

And since the economic environment has a critical impact on companies and their financial behaviour, we take what is called a “top-down” approach to security selection. We start by looking at the global economy and follow a logical sequence from there, continuing with geographic and sectoral allocation that leads naturally to the choice of the investments that will make up your portfolio.

What sets us apart

We use a personalized approach to help you reach your financial goals.

Values

We believe:

  1. That trust, respect, integrity and authenticity are the keys to a solid business relationship.
  2. That you need a thorough and well-designed plan to reach your wealth management goals.
  3. That as a unique individual, you require a personalized approach that takes your unique needs into account.
  4. That our investment beliefs drive our success.

Service Offer

We support you for various wealth management needs, including:

  1. Retirement planning
  2. Financial planning
  3. Estate planning1
  4. Insurance (life, disability, health and critical illness)1
  5. Tax strategies1
  1. Services provided through or in collaboration with Desjardins Securities Financial Services, external professionals or the caisses. Return to footnote 1 referrer

Biographies of my colleagues

  • Sébastien Barrette, MBA, M. Sc., B. COM., CIM®

    Branch Director, Portfolio Manager

    T 1-800-819-2266

    Languages: French, English

    Working at Desjardins Securities since 2002, Mr. Barrette holds the prestigious title of portfolio manager. After completing his bachelor's degree in commerce at Concordia University, Mr. Barrette continued his studies at the Université de Clermont-Ferrand in France, where he earned his master's degree in economics. His university education was completed in 2005 with an MBA from the Université du Québec en Abitibi-Témiscamingue.

    His professional career has led him to specialize in implementing investment strategies based on concepts of asset diversification and allocation. His comprehensive vision of economic scenarios provides an overview of the various investment solutions, offering clients with peace of mind and support throughout the various investment phases.

  • Mathieu Gagnon, BBA, F. Pl

    Investment Advisor

    T 819-797-5525

    Languages: French

    Mr. Gagnon joined the Desjardins Securities team in 2007.

    He holds the designation of financial planner from the Institut québécois de planification financière. He also holds a bachelor's degree in business administration, with a finance major, from Université Laval. He has worked with the Mouvement Desjardins since 2004.

  • Geneviève Boucher,

    Investment Advisor

    T 819-629-2319

    Languages: French, English

    Linkedin

    After working for three years in the Desjardins Caisse network as an advisor specializing in savings, Ms. Boucher joined the Desjardins Securities team in 2007.

    A graduate in accounting at the Université du Québec en Abitibi-Témiscaminque, she has also taken the Canadian Securities Course. Her command of English and her technical knowledge ensure professional service to a growing clientele. Within the team, she is in charge of supporting business development efforts and guiding clients on their path to retirement. In addition to her other skills, her strong aptitudes in interpersonal relations make her a highly appreciated investment advisor among our clientele.

  • Marie-Claude Durocher, BBA, CFA

    Investment Advisor

    T 416-867-3578

    Languages: French, English, Spanish

    Linkedin

    Marie-Claude joined the Gingras-Barrette team as an investment advisor in Toronto in 2016. Her bilingualism, academic training and impeccable customer service led her to become a portfolio manager who offers her clients comprehensive and compassionate retirement planning services.

    Marie-Claude has completed her Canadian Securities Course and also has a trilingual bachelor’s degree in business administration from HEC Montréal. After she graduated, she worked for five years in finance. In 2017, she also completed the coursework to become a CFA.

  • Louga Boudreault-Bernard,

    Associate Advisor

    T 819-824-2266

    Languages: French

    • Bachelor’s degree in administration with a concentration in finance from UQAT, and a certificate in financial planning
    • Canadian Securities Course (Canadian Securities Institute)
    • Numerous scholarships for excellence in administration, including the Hélène and Jean-Louis Tassé scholarship
    • A long-time member of the team

    Louga’s technical skills and expertise, along with her diligence and professionalism, make her a valuable asset to the team.

  • Philippe Dessureault, BBA

    Associate Advisor

    T 819-797-5525 ext. 5104224

    Languages: French, English

    Linkedin

    • Bachelor of Business Administration, with a major in Marketing, from UQAT
    • Canadian Securities Course
    • Over a decade of experience in business management and customer service

    Drawing on his experience as an entrepreneur, Philippe uses his expertise to develop a personalized strategy for every client.

  • Charles Matte, BBA

    Investment Assistant

    T 819-824-2266

    Languages: French, English

    • Bachelor's degree in business administration (BBA) from HEC Montréal
    • 2018 Level III CFA Candidate
    • Advanced technical skills in financial modelling and security valuations

    Charles is passionate about the stock market and brings an analytical approach to security selection and portfolio management.

  • Myriane Morissette,

    Advisor Assistant

    T 819-797-5525

    Languages: French

    • Administration monitoring of operations
    • Customer service
    • Technical expertise

    Myriane is a great listener and incredibly motivated. She makes it easy for the advisors to do their jobs and contributes to our outstanding customer service.

  • Cynthia Vallières,

    Investment Assistant

    T 819-629-2560

    Languages: French

    • Administration monitoring of operations
    • Customer service
    • Technical expertise

    Cynthia is always eager to help, and very effective at what she does. She helps advisors do their jobs and provides excellent customer service.

Locations

Desjardins Securities at Rouyn-Noranda

75 boulevard Québec
2nd floor
Rouyn-Noranda (Québec) J9X 7A2

819-797-5525 Toll-free : 1-800-797-5525Fax : 819-762-3950

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Desjardins Securities at Témiscamingue

33, Ste-Anne St.
Ville-Marie (Québec) J9V 2B6

819-629-2560 Toll-free : 1-877-629-2560Fax : 819-629-2650

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