Jean-François Girard, CFA

• Pierre has been with Desjardins since 1998. He joined Groupe Girard Lacroix in 2014 as a partner and portfolio manager.
• He was previously Assistant Chief of Research and an analyst specializing in infrastructure and diversified industries at Desjardins Securities.
• In our team, he’s in charge of investment strategy, trading and business development.

• Martin joined the team in 2009 and became a partner in 2017. He has more than 20 years of experience in the financial services industry.
• He helps optimize clients’ financial strategies and ensures that all our clients are getting quality service. He’s also responsible for business development.
• Moreover, Martin helps create investment strategies and make trading decisions.

• After 4 years as an advisor in the Desjardins caisse network, Valérie joined Desjardins Securities in 2010.
• She holds a BBA and a certification in financial planning. She puts together financial and tax strategies to help clients reach their financial goals.

• Mélanie has been in financial services since 2001 and joined our team in 2017.
• She holds a BBA and a certification in financial planning. She specializes in helping our clients optimize their financial and tax strategies.

• Gaëtan holds a BBA and a certification in financial planning. He’s been with Desjardins since 1989 and Desjardins Securities since 2012.
• In his role as an associate advisor in the Lac-Saint-Jean region, his commitment to first-rate customer service shines through.

• Émilie joined Groupe Girard Lacroix in May 2016.
• She holds a master’s degree in administration with a specialization in finance from Université de Sherbrooke. Her role is to help young professionals and the next generation of investors develop their financial and tax strategies.

• Nicolas joined Groupe Girard Lacroix in April 2016.
• He holds a BBA and has a passion for the stock market. As a member of our team, he collaborates with portfolio managers and contributes to trading activities. He also follows up with our clients by responding to specific requests.

• Mélissa has been with Desjardins Securities since 2011—the longest of anyone on the admin team.
• She provides administrative support to the team's investment advisors, our clients and their accountants. Mélissa also ensures that administrative standards and procedures are followed.

• Sophie has been with Desjardins Securities since 2007 and joined Groupe Girard Lacroix in 2016.
• She offers first-rate administrative support to our advisors, clients and external accountants, and is our go-to for all matters relating to legal account documents.

• Isabel joined Desjardins Securities in 2005 and Groupe Girard Lacroix in 2018.
• As part of our team, she takes care of the admin side of client files, ensuring they’re processed in a timely manner. She keeps our advisors on track and assists them as needed.

• Caroline joined Desjardins Securities in 2017 and Groupe Girard Lacroix in 2019.
• As a new member of the group, she brings her enthusiasm to the admin team and supports all of our advisors in their administrative tasks.

-Sébastien has been working in financial services since 2005 and joined Desjardins Securities in 2020.

-A graduate in business administration and a financial planner, he implements financial and fiscal strategies according to the personalized priorities of our clients.