Jean-François Girard, CFA

Portfolio Manager, Investment Advisor

T 418-693-1234

Linkedin Profil

Languages: French, English

Biography

Mr Girard has been active in finance since 2000. As a founding member of Groupe Girard Lacroix, he developed the current business model in 2005.
A born entrepreneur and market expert, Jean-François makes decisions on investment strategy, trading and business development.

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
- Pierre has been with Desjardins since 1998 and a portfolio manager with Groupe Girard Lacroix since 2014.
- Before joining the team, Pierre was assistant chief of research and an analyst specializing in infrastructure and diversified industries at Desjardins Securities. In that role, he advised some of the biggest fund managers in Canada and the U.S. and tracked the performance of some major listed Canadian companies.
- Pierre makes decisions on investment strategy, trading and business development.
Full details
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.
- Martin helps his clients optimize their financial strategy. He also handles business development for the team and is always striving to improve the client experience.
- Martin contributes to decision-making on trading and human resources management.
Full details
Audrey Lavoie, MBA, D.E.S.S.

Investment Advisor

T 418-693-1234

Languages: French, English

Linkedin
- Audrey has been involved in the Canadian, U.S. and international finance industry since 2001 and joined Desjardins Securities in 2012.
- She has an MBA from Laval University and coordinates the team’s trading activities and strategies.
Full details
Mélanie Gobeil, BBA, F. Pl

Associate Advisor

T 418-693-1234

Languages: French
- Mélanie has been working in financial services since 2001 and joined the team in 2017.
- She has a university degree, a financial planner certification and enjoys helping clients optimize their financial and tax planning.
Mélissa Harvey,

Investment Assistant

T 418-693-1234

Languages: French
- Mélissa has been with Desjardins Securities since 2011.
- She provides administrative support to the team’s advisors as well as client support.
Nicolas Harvey-Girard, BBA

Associate Advisor

T 418-693-1234

Languages: French, English
- Nicolas joined Groupe Girard Lacroix in 2016.
- He holds a university degree and has a passion for the stock market. He works in the portfolio management team, contributes to trading activities and provides customer service.
Gaëtan Lavoie, BBA, F. Pl

Associate Advisor

T 418-693-1234

Languages: French
- Gaëtan has been with Desjardins since 1989 and with Desjardins Securities since 2012.
- He has a university degree, a financial planner certification and has found his passion as an assistant advisor in client services.
Antoine Tremblay,

Investment Assistant

T 418-693-1234

Languages: French, English
- Antoine has been active in the securities industry since 1993 and joined Desjardins Securities in 2007.
- He provides administrative support to the team’s advisors as well as client support.
Émilie Tremblay, M. Sc.

Associate Advisor

T 418-693-1234

Languages: French
- Émilie joined Groupe Girard Lacroix in 2016.
- Émilie has a master’s degree in administration with a specialization in finance from the University of Sherbrooke. She works with young professionals and new investors to help them plan their financial and tax strategies.
Sophie Tremblay,

Investment Assistant

T 418-693-1234

Languages: French
- Sophie has been with Desjardins Securities since 2007.
- She provides administrative support to the team’s advisors as well as client and partner support.
Valérie Tremblay, BBA, F. Pl

Associate Advisor

T 418-693-1234

Languages: French
- Valérie joined Desjardins Securities in 2010 after spending 4 years in the Desjardins caisse network.
- Valérie holds a university degree and financial planner certification. She puts together strategies to help clients reach their financial goals.