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Jean-François Girard, M. Sc., BBA, CFA, F. Pl

Wealth Manager

T 418-650-6350 ext. 5028895

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Languages: French, English

Biography

Jean-François is passionate about investing and financial planning. He has a Bachelor of Business Administration and a Master of Science in Business Administration from Université Laval. He also holds the financial planner designation awarded by the Institut québécois de la planification financière and the Chartered Financial Analyst (CFA) designation, one of the most prestigious international professional designations in the field of finance.

Since 2018, his passion for education has also prompted him to share his knowledge of finance through his role as a lecturer at Université Laval's Faculty of Business Administration.

A top-level cycling athlete, he is well aware that the keys to long-term success lie in rigour and patience.

Mission

To guide you in the management of your wealth at every stage of your life to help you achieve your goals, based on a clear and simple approach.

Investment Philosophy

My curiosity and adaptability led me to this type of career. There is no pre-established perfect strategy. Very few recommendations are applicable to all, because each person is unique. It is my duty to tailor my service delivery to your situation.

For portfolio management, I use a top-down approach for asset allocation and a bottom-up approach for security selection, while respecting your risk tolerance.

Patience is a virtue!

What sets us apart

You decide!

Your priorities are my priorities. I will adapt my advice and my services accordingly.

I can offer you comprehensive and personalized wealth management, with a focus on investments and other related services. I work with seasoned specialists[1] who are committed to meeting all your financial needs, whether in estate, financial or tax planning, business transfers, insurance, philanthropy, financing or banking services.

My priority is to meet all your financial needs.

[1] Through Desjardins Securities Financial Services, the caisse network or external professionals.

Values

These values set the foundation for my practice, which is dedicated to helping you achieve your financial and personal goals:

  • COMMITMENT: To meet your needs while offering quality service and availability that exceed your expectations.
  • SIMPLICITY: To ensure that my methods, my approach and my solutions simplify your life.
  • TRANSPARENCY: To build a relationship based on mutual trust so that I may serve your best interests.
  • RIGOUR: To take the responsibilities entrust by you very seriously. Each of your requests is handled rigorously, objectively and diligently.

Service Offer

A comprehensive wealth management service offering

You enjoy a tailor-made offer and a personalized service delivery that meets your wealth management needs as they arise: investments, financial planning, specialized services, banking, insurance and financing.[1] I make sure that all the financial aspects of your life are covered to your full satisfaction.

Types of accounts and range of products: there's something for everyone

  • Chequing account
  • Margin account
  • Margin-short account
  • Registered account (RRSP, LIRA, TFSA, RESP, RRIF, LIF)

Broad range of investment products

  • Canadian, U.S. and international equities
  • Government, municipal and corporate bonds and debentures and strip coupons.
  • Guaranteed investment certificates
  • Mutual funds, exchange-traded funds (ETFs) and index funds
  • Private equity, alternative investments, structured products, etc.

[1] Through Desjardins Securities Financial Services, the caisse network or external professionals.

Location

Desjardins Securities at Sainte-Foy

Place de la Cité - Tour Cominar
2640, boulevard Laurier, Suite 1400
Sainte-Foy (Québec) G1V 5C2

418-650-6350 Toll-free : 1-800-361-6006Fax : 418-650-5159

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