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Jean-François Girard, CFA

Portfolio Manager, Investment Advisor

T 418-693-1234

Linkedin Profil

Languages: French, English

Biography

  • Jean-François has over 20 years of experience in portfolio management and finance. He co-founded Groupe Girard Lacroix – Portfolio Managers. In 2005, he developed the business model we still use today.
  • He’s a born entrepreneur and market expert, and he’s responsible for investment strategy, trading and business development.

Groupe Girard Lacroix - Portfolio Managers accréditation excellence

Excellence Accreditation

Excellence accreditation attests that the investment advisor'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 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

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.

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

    • 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 Bérubé, BBA, CIM®

    Investment Advisor

    T 418-693-0207

    Languages: French, English

    Linkedin

    • 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.
  • Valérie Tremblay, BBA, F. Pl

    Associate Advisor

    T 418-693-1234

    Languages: French

    • 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 Gobeil, BBA, F. Pl

    Associate Advisor

    T 418-693-1234

    Languages: French

    • 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 Lavoie, BBA, F. Pl

    Associate Advisor

    T 418-693-1234

    Languages: French

    • 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 Tremblay, M. Sc.

    Associate Advisor

    T 418-693-1234

    Languages: French

    • 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 Harvey-Girard, BBA

    Associate Advisor

    T 418-693-1234

    Languages: French, English

    • 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 Harvey,

    Investment Assistant

    T 418-693-1234

    Languages: French

    • 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 Tremblay,

    Investment Assistant

    T 418-693-1234

    Languages: French

    • 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 Tremblay,

    Advisor Assistant

    T 418-693-0207 ext. 5072010

    Languages: French

    • 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 Godbout,

    Investment Assistant

    T 418-693-1234

    Languages: French

    • 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.
  • Anaïs Girard,

    Agent

    T 418-693-1234

    Languages: French

  • Sébastien Gervais, BBA, F. Pl

    Associate Advisor

    T 418-693-1234 ext. 5072014

    Languages: French

    -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.

Locations

Desjardins Securities at Alma

600 Collard West Street
Alma (Québec) G8B 5V8

418-480-2760 Toll-free : 1-866-999-2760Fax : 418-669-1466

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Desjardins Securities at Chicoutimi

1700, boul. Talbot
Suite 201
Chicoutimi (Québec) G7H 7Z4

418-693-0207 Toll-free : 1-800-232-0207Fax : 418-693-0152

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