Jean-Philippe Bonenfant, BBA, CFA

Wealth Manager

T 450-582-8316

Linkedin Profil

Languages: French, English


  • Jean-Philippe is a Chartered Financial Analyst (CFA) who has extensive knowledge of financial markets, and is known for his professionalism and attention to detail
  • He started his career working at the Montréal Exchange, where he spent more than 4 years gaining an in-depth understanding of North American stock markets

After working on the ground in financial markets, Jean-Philippe decided to put his knowledge to good use helping our clientele manage their investments.

He works closely with others to conduct company analyses and helps the portfolio manager select products. He's also involved in business development and investor relations.

Julie Lafrenière Team

We are dedicated to providing you with effective service that meets your needs. We have a long-term vision and put our expertise towards serving you better. That's why we've been integrating environmental, social and governance (ESG) criteria into our model portfolio for several years now.

We believe in responsible investment, without compromising our clients' financial returns. ESG criteria help us support businesses that promote sustainable development and respect social and human responsibilities. These align perfectly with our values.


To put our expertise to work to offer you personalized portfolio and wealth management services:
  • Through a rigorous and disciplined approach 
  • By considering your needs and goals—both personal and financial 
  • By keeping close ties with you in a way that meets your needs
  • Through well-organized and regular monitoring

Investment Philosophy

We take a bottom-up approach to value investing, selecting securities based on economic value added (EVA). This lets us choose companies that are leaders in their respective sectors. The securities chosen for our portfolios reflect the strength and stability of these companies’ operations.

Our rigorous selection process helps us find high-quality companies with:
  • Return on capital greater than cost 
  • Price below intrinsic value (P/IV)
  • Dividend stability and/or growth
  • Adequate liquidity ratios
  • An acceptable level of debt

Our disciplined approach to asset allocation results in:
  • Minimum volatility
  • Maximized risk-return ratios
  • Securities selected based on EVA

A personalized relationship and structured monitoring

What sets us apart

We are a team of portfolio and wealth management specialists, and are known for our rigorous approach when choosing securities, our structured monitoring and client relationships. 

Julie Lafrenières's Team stands out for:

  • Rigour and discipline
  • Flexibility and accessibility
  • Disciplined approach to asset allocation



Relationship building is one of our core values.

We believe in relationships based on integrity. We believe in the importance of a clear understanding of your needs and risk tolerance. We believe in transparency.

Three key words:

  • Integrity
  • Transparency
  • Professionalism

Service Offer

Target clientele

Our clientele comprises primarily of affluent and wealthy families, professionals and business people.

Our expertise

  • Discretionary management
  • Individual Pension Plan (IPP) preparation
  • Tax-efficient investment strategies 

Biographies of my colleagues

  • Julie Lafrenière, BBA, CIM®, F. Pl, RIAC

    Portfolio Manager, Wealth Manager

    T 450-582-8878

    Languages: French


    • More than 25 years of experience in the financial services industry. She is known for her energy and professionalism as a qualified specialist.
    • She is a Portfolio Manager and Financial Planner with a Bachelor of Business Administration.
    • Accredited member of Responsible Investment Association

    Her professionalism and energy make her a qualified specialist and sought after among investors.

    In addition to her responsibilities in research, analysis and setting up client portfolios, Julie takes care of business development and investor relations.

  • Alexandre Bellerose, RIAC

    Wealth Manager

    T 450-582-2005

    Languages: French, English


    • Completed training in financial management through HEC Montréal and passionate about financial markets
    • With Desjardins Securities since 2014
    • Accredited member of the Responsible Investment Association (RIA)

    With his entrepreneurial experience, he's able to offer insight and solutions that are well-adapted to the needs of our business clients. Alexandre does detailed research and assessments of the companies we select and supports managers in their choice of products.

  • Véronique St-Georges, B.A.

    Assistant Wealth Management Advisor

    T 450-582-8189 ext. 5031315

    Languages: French


    Véronique joined our team in 2016. She has a BA in education, a certificate in financial planning and over 12 years of experience in financial services. She stands out for her focus on client service.

    As an associate advisor, her role is to interpret our team investment philosophy so she can provide investment recommendations to our clients and help them manage their wealth.

    She also handles our team administration and closely monitors client files.

    Her work on our team adds real value for our clients and she provides fundamental support to the team by providing efficient and personalized answers to client requests.

  • Alain Chevalier, MBA, F. Pl

    Business Transfer Coach

    Languages: French, English

    Collaborator | Desjardins Securities Inc.

    Alain Chevalier has over 45 years of experience in the banking industry. He has held different positions within companies involved in financial planning and advisory services.

    By drawing on a coaching approach, he has been able to give a human dimension to his financial planning knowledge, and he has supported more than 1,000 business owners reflect on and carry out their plans to transfer or sell their business. Positioning himself as a coach, he works to ensure that all parties involved can collaborate to achieve a common goal.

  • Hany Malek, BBA, F. Pl

    Financial Planner

    Languages: French, English

    Collaborator | Desjardins Trust Inc.

    Hany Malek has a master's degree in management from the Institut Supérieur Européen de Gestion in Strasbourg (2003) and has graduated from the Institut québecois de planification financière (IQPF). He's been working in the financial industry for 20 years, including nearly 18 years as a financial planner in wealth management. He uses a rigorous and high-quality approach to help clients reach their financial goals.

  • Équipe de notaires,

    Languages: French, English

    Collaborators | Desjardins Wealth Management


    Anne-Marie Fournier is a financial planner and notary. She currently serves as a senior estate planning advisor at Desjardins Wealth Management.



    Geneviève Forest is a notary and serves as a senior estate planning advisor at Desjardins Wealth Management.



    Geneviève D'Amours, who has been a notary since 2009, serves as a senior estate planning advisor at Desjardins Wealth Management.



    Amandine Bourillon has completed studies in notarial law in both France and Quebec and is a senior estate planning advisor at Desjardins Wealth Management.



    André Auclair is a notary and serves as a senior estate planning advisor at Desjardins Wealth Management.



    Catherine Beauchamp is a notary and is currently a team leader and senior estate planning advisor at Desjardins Wealth Management.

  • Claude Desautels, R.L.U., F. Pl

    Financial Security Advisor

    Languages: French, English

    Collaborators | Desjardins Securities Financial services inc.

    Claude has over 30 years of experience in the financial services industry, including several years with Desjardins Securities Financial Services. He holds a degree from HEC Montréal in business management and Université Laval in financial planning. As a financial security advisor, he's also a certified financial planner and life and health insurer. Early on, he focused his professional practice on identifying the financial needs of high-net-worth clients and mastering the tools to solve estate problems. 

  • Équipe de conseillers principaux en fiscalité,

    Languages: French, English

    Collaborators | Wealth Management

    Jérôme Dostie-Bourgault

    A lawyer by trade for over 10 years, Jérôme specialized in international taxation with a global professional services firm. He quickly turned his attention to individuals facing challenges abroad—particularly in the United States—whether in business or not.

    Mathieu Pelletier

    Mathieu has a master's degree in taxation and has been working as a tax specialist since 2016 after many years as a financial planner at Desjardins. As a tax specialist, Mathieu has helped business owners with every aspect of their business journey, from the earliest stages to the end of their career, including the sale or transfer of their business.

    Stéphane Thibault

    Stéphane is a chartered professional accountant with a master's degree in tax law. Over the last 15 years, he's gained solid expertise in Canadian and Quebec taxation. He developed in-depth knowledge of tax rules for individuals and businesses, as well as investment, savings and retirement vehicles.


Desjardins Securities at Repentigny

440, Notre-Dame Street,
Suite 104
Repentigny (Québec) J6A 2T4

450-582-7528 Toll-free : 1-888-482-7528Fax : 450-582-7307

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