Jean-François Girard, CFA

Portfolio Manager, Investment Advisor

T 418-693-1234

Languages: French, English

Biography

Mr. Girard is a Chartered Financial Analyst (CFA) and Derivatives Market Specialist (DMS). He has 14 years' experience in the financial field, including eight at Desjardins Securities.

Girard Lacroix : Portfolio Managers

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.

Discretionary asset management and wealth management service. Our clientele consists primarily of business executives, professionals, religious communities, associations and foundations.

Mission

We are committed to making life simpler for our clients through wealth management that is up to their expectations and that meets their needs perfectly. We promise them top-quality guidance and unmatched service.

Investment Philosophy

Consistency and rigour. Discipline rather than emotion. Our strategies rely on reason. This is why we apply them with rigour and determination, without deviating from our course. Consistency and rigour define us. Our stock selection is based primarily on tangible historical results. Quantitative management is based on systematic and objective processing of financial information. For this purpose, we have developed decision-assisting tools developed from proven mathematical modelling.

What sets us apart

Values

Rigour, teamwork and respect.

Service Offer

Guidance process in wealth management
Meetings with advisors
Personalized performance reports
Quarterly bulletin written by our portfolio management committee
Notices of changes to portfolios
Annual tax conciliation for corporate accounts
Tax-optimized investment structure

Biographies of my colleagues

Pierre Lacroix, CFA

Portfolio Manager, Investment Advisor

T 418-693-1234

Languages: French, English

Linkedin

For nearly 20 years at Desjardins, Mr. Lacroix has been developing advanced expertise in financial markets in the areas of institutional equity research and business credit.

With expertise spanning many business sectors, he is a leading resource person for small, medium and large companies.

As a portfolio manager, Mr. Lacroix is committed to providing the group’s clients with quality standards based on best practices in the investment industry.

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Martin Bérubé, BBA, CIM^®

Investment Advisor

T 418-693-0207

Languages: French, English

Linkedin

The holder of a bachelor's degree in business administration from the Université du Québec à Chicoutimi, Mr. Bérubé is a Chartered Investment Manager (CIM®). He has worked in the securities field for more than 17 years, including 13 at Desjardins Securities.

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Audrey Lavoie, MBA, D.E.S.S.

Investment Advisor

T 418-693-1234

Languages: French, English

Linkedin

Ms. Lavoie holds a master's degree in business administration (MBA) from Université Laval as well as an advanced graduate diploma in corporate finance from the Université du Québec à Montréal (UQAM). Her 13 years' experience in finance in Canada, the United States and England (banking strategy, financial markets, trade credit and securities) make her an asset for our clientele.

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