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

• 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.

• 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.

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 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 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.

Geneviève D'Amours, who has been a notary since 2009, serves as a senior estate planning advisor at Desjardins Wealth Management. She began her career in notarial law, a field in which she worked for a decade, primarily in corporate law. She then joined multi-family office as an estate planning advisor for a clientele composed of high-net-worth individuals and business owners. She further developed her knowledge of the law of trusts, completed the STEP Canada program and obtained the TEP designation in 2021. She also has a master's in business administration (MBA) and is currently completing a master's in taxation. Thanks to her experience and education, Geneviève D'Amours is able to provide support to business owners by identifying their needs and understanding their structure.

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. 

Mathieu has a master's degree in taxation and has been working as a tax specialist since 2016. This was a new chapter in his career, as in 2015 he began studying to specialize in this field following a 7-year stint with Desjardins as a financial planner. Prior to working at Desjardins, he worked in life and health insurance.

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. Since moving to the financial services industry, Mathieu has been assisting a wide range of members who are preparing for retirement or are retired.