Jean-François Champoux, CFA, CPA, CA

Portfolio Manager, Senior Wealth Manager

T 514-876-4429

Languages: French, English

Biography

Chartered Financial Analyst (CFA), one of the industry's most prestigious designations
Member of the Quebec CPA Order.
More than 20 years of wealth management experience.
Joined Desjardins Securities in 2003.

Combines his expertise as a financial analyst and extensive knowledge of the stock markets to skillfully set up and monitor complex files.

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 annuities^{Footnote 1}
Option strategies^{Footnote 2}

Notes

Par l’entremise de Services financiers VMD ou du réseau des caisses.
Investors should read the document outlining the risks involved in options trading. Options are not suitable for every type of investor.

Biographies of my colleagues

Alexandre Brunelle, B.Sc., FCSI^®, CIM

Portfolio Manager, Senior Wealth Manager

T 514-876-4308

Languages: French, English

Linkedin
- Bachelor's degree in economics from University of Montréal.
- Fellow of the Canadian Securities Institute (FCSI^®), one of the most respected financial services designations in the industry
- Chartered Investment Manager (CIM^®).
- More than 20 years of wealth management experience.
- Previously an independent derivatives trader on the Montreal Exchange.
- Joined Desjardins Securities in 2003.
As an expert in financial markets, Alexandre primarily focuses on asset allocation and portfolio management. He is also in charge of the team's communications.
Full details
Nicolas Grollier, CIM^®

Associate Wealth Management Advisor

T 514-876-7961

Languages: French, English

Linkedin
- Joined Desjardins Securities in 2012.
- Has a Certificate in Advanced Investment Advice from the Canadian Securities Institute (CSI).
He's a skilled and knowledgeable financial advisor with CSI training and experience. His dedication and enthusiasm make him a great asset to the team.
Patricia Cristina Leite, B. COM.

Wealth Management Associate

T 514-876-1441

Languages: French, English
- Bachelor's degree in communications from Faculdade Casper Libero in São Paulo, Brazil.
- More than six years of experience in financial services
Patricia handles the team's administrative tasks and provides customer service.