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Izraël Leduc, BBA, F. Pl

Wealth Manager

T 450-377-7900

Languages: French, English

Biography

  • Bachelor of Business Administration from the Université de Sherbrooke
  • Certificate in Financial Planning from the Université du Québec à Montréal (UQAM)
  • Financial planner from the Institut québécois de planification financière (IQPF)

Within our team M. Leduc is responsible for business development. With his vast experience in financial planning, he also stands out for his communication skills, his dynamism and his unfailing professionalism.



Roy, Émond, Leduc Team accréditation excellence

Excellence Accreditation

Excellence accreditation attests that the wealth manager's practice meets 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 wealth managers who participate in a continuous development and improvement program.

At Team Roy, Émond and Leduc, we serve the Greater Montreal area from our offices in Salaberry-de-Valleyfield (near the West Island) as a rising force in wealth and portfolio management at Desjardins Securities.

Like the world we live in, financial markets are constantly changing. Our team’s experts have all the skills and experience needed to find the best investment solutions for you and your loved ones. We’re well-versed in all the latest asset and wealth management solutions.

We adopt the most effective savings and investment strategies to grow your wealth and offer you peace of mind.

Mission

As your sole wealth manager, we strive to help you reach your life goals by building a close, long-lasting relationship based on trust.

Investment Philosophy

We help you achieve your financial goals by managing your investments effectively. Our investment philosophy centres on selecting companies that create value on a regular basis for shareholders.

Our portfolios are built through a rigorous process that optimizes returns and minimizes risks. It involves:

  1. Thorough research and analyses of companies
  2. Diversification by asset class, geographic region and industry
  3. Selection of companies singled out as industry leaders
  4. Tax optimization adapted to your investor profile

What sets us apart

We’re here for you, whenever you need us. We take care of all your financial needs and protect your wealth for the long term using tax-efficient strategies.

Values

We’re attuned to your needs and have your best interests at heart, because our focus is helping you achieve your goals.

COMMITMENT

We’re dedicated to meeting your needs and providing you with a quality service that exceeds all your expectations.

SIMPLICITY

We see to it that our practices, approaches and solutions make life easier for you.

TRANSPARENCY

We foster clear, honest communication to cultivate healthy, long-lasting relationships with our clients.

RIGOUR

We take the responsibilities you entrust us with very seriously. So whatever your request, you can expect objectivity, rigour and diligence. 

Service Offer

Structured approach to wealth management

We take the time to really get to know you to adapt our offer to your personal needs and goals. Our 5-step approach consists of:

  1. Gathering information to understand your current and future needs and financial goals, including those of your family and business.
  1. Drafting a personalized plan according to your needs, risk tolerance and life plans
  1. Implementing a comprehensive strategy that’s both cohesive and tax-efficient
  1. Choosing investments based on a clear, structured process, to minimize risk and maximize returns
  1. Monitoring your personal and financial reality to keep your financial plan on track

Biographies of my colleagues

  • Frédérick Roy, BBA, CIM®

    Portfolio Manager, Senior Wealth Manager

    T 450-377-7916

    Languages: French, English

    • Bachelor's degree in business administration, finance major, Université du Québec en Outaouais
    • Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute

    Mr. Roy is a portfolio manager and responsible for the analysis and research work. His meticulous and rigorous approach make his contribution indispensable to the work done by the Team, of which he has been a member since 2006.

  • Pierre Luc Emond, BBA, F. Pl

    Wealth Manager

    T 450-377-1399 ext. 5021544

    Languages: French, English

    • Bachelor’s degree in accounting (BBA) from Université du Québec à Trois-Rivières (UQTR)
    • Certificate in financial planning
    • Financial planner recognized by the Institut québécois de planification financière (IQPF)

    Pierre Luc Émond is a finance, tax, real estate and portfolio management enthusiast. As a financial planner with Desjardins, he provides exceptional service for high-net-worth clients.

    He’s professional, disciplined and committed.

    He oversees business development and supervises his team’s financial planning.

  • Sonia Demers,

    Associate Wealth Management Advisor

    T 450-377-7925

    Languages: French, English

    Ms. Demers holds the accreditations and qualifications required for rigorous monitoring of files, bringing added value to customer relations.

    She has worked in the securities field since 1995 and has been a member of the team since it was created.

    Her responsibilities include monitoring files for long-time loyal clients and providing excellent service to a growing clientele.

  • Nancie Dubuc, BBA

    Associate Wealth Management Advisor

    T 450-370-1505

    Languages: French, English

    • Bachelor of Business Administration, Université du Québec à Montréal

    Nancie has more than 15 years of experience at  Desjardins. Her skills, energy and professionalism have made her a trusted partner. She is responsible for client files and for providing top-notch service to a growing clientele. 

  • Josée Gareau,

    Wealth Management Assistant

    T 450-377-7919

    Languages: French, English

    Ms. Gareau has extensive experience in the customer service field, especially with the Mouvement Desjardins. She joined the Team in 2011.

    Her role is to provide administrative support to the team. She shows a quick grasp of clients' requests and concerns and can respond or direct them promptly to the people concerned.

  • Mylène Major,

    Wealth Management Associate

    T 450-377-6021

    Languages: French

    With Desjardins since 2011, Mylène already has several years of experience in financial services. As part of our team, she provides operational and administrative support to wealth managers.
  • Alain Chevalier, MBA, F. Pl

    Business Transfer Coach

    Languages: French, English

    Collaborator | Desjardins Securities Inc.

    Alain Chevalier has over 45 years of experience in the banking industry. He has held different positions within companies involved in financial planning and advisory services.

    By drawing on a coaching approach, he has been able to give a human dimension to his financial planning knowledge, and he has supported more than 1,000 business owners reflect on and carry out their plans to transfer or sell their business. Positioning himself as a coach, he works to ensure that all parties involved can collaborate to achieve a common goal.

  • Catherine Bouchard, BBA, F. Pl

    Financial Planner

    Languages: French

    Collaborator | Desjardins Trust Inc.

    Catherine has a bachelor of business administration in finance from Université de Sherbrooke, a certificate in financial planning from Université du Québec à Montréal and a diploma from the Institute of Financial Planning. A dedicated, enthusiastic professional and active listener, she excels at complex financial planning for entrepreneurs. Her mission is to offer made-to-measure solutions that make members' and clients' lives easier and help them achieve their financial goals.

  • Équipe de notaires,

    Languages: French, English

    Collaborators | Desjardins Wealth Management

    ANNE-MARIE FOURNIER

    Anne-Marie Fournier is a financial planner and notary. She currently serves as a senior estate planning advisor at Desjardins Wealth Management.

     

    GENEVIÈVE FOREST

    Geneviève Forest is a notary and serves as a senior estate planning advisor at Desjardins Wealth Management.

     

    GENEVIÈVE D’AMOURS

    Geneviève D'Amours, who has been a notary since 2009, serves as a senior estate planning advisor at Desjardins Wealth Management.

     

    AMANDINE BOURILLON, D.S.N.

    Amandine Bourillon has completed studies in notarial law in both France and Quebec and is a senior estate planning advisor at Desjardins Wealth Management.

     

    ANDRÉ AUCLAIR

    André Auclair is a notary and serves as a senior estate planning advisor at Desjardins Wealth Management.

     

    CATHERINE BEAUCHAMP

    Catherine Beauchamp is a notary and is currently a team leader and senior estate planning advisor at Desjardins Wealth Management.

  • Sonia Jolette,

    Financial Security Advisor

    Languages: French, English

    Collaborators | Desjardins Securities Financial services inc.

    Sonia has over 27 years of experience in the financial industry, including several years as a partner in her own financial services firm, creating and developing a high-quality brokerage services. Sonia has been with Desjardins since 2013 and continues her mission of implementing financial strategies aimed at protecting and maximizing the wealth of her clients. Serving clients stand out from her listening skills, expertise and disciplined approach, providing tailored solutions that address their needs and concerns. Sonia leverages her skills, professionalism, professionalism and authenticity to put client first in her recommendations. 

  • Équipe de conseillers principaux en fiscalité,

    Languages: French, English

    Collaborators | Wealth Management

    Jérôme Dostie-Bourgault

    A lawyer by trade for over 10 years, Jérôme specialized in international taxation with a global professional services firm. He quickly turned his attention to individuals facing challenges abroad—particularly in the United States—whether in business or not.

    Mathieu Pelletier

    Mathieu has a master's degree in taxation and has been working as a tax specialist since 2016 after many years as a financial planner at Desjardins. As a tax specialist, Mathieu has helped business owners with every aspect of their business journey, from the earliest stages to the end of their career, including the sale or transfer of their business.

    Stéphane Thibault

    Stéphane is a chartered professional accountant with a master's degree in tax law. Over the last 15 years, he's gained solid expertise in Canadian and Quebec taxation. He developed in-depth knowledge of tax rules for individuals and businesses, as well as investment, savings and retirement vehicles.

Locations

Desjardins Securities at West Island

825, boulevard Monseigneur-Langlois, bureau 150
Salaberry-de-Valleyfield (Québec) J6S 1B8

450-377-2015 Toll-free : 1-800-925-3053Fax : 450-377-3188

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Desjardins Securities at Pointe-Claire

1 Holiday Avenue
Tour Ouest, Suite 500
Pointe-Claire (Québec) H9R 5N3

514-426-2260 Toll-free : 1-866-426-2260Fax : 514-426-4094

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