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.

Wealth Management Associate

Laurie-Anne has a bachelor's degree in accounting from the Université du Québec à Trois-Rivières. She has also completed the Canadian Securities Course from the Canadian Securities Institute.

She’s proactive, meticulous and highly organized.

• Thanks to her professionalism and drive, she delivers outstanding customer service.
• She works closely with the Lafrenière Bellerose team to provide support for our daily tasks.

 Within our team, she’s responsible for administrative management and following up with clients. 

Guillaume is passionate about entrepreneurship and is recognized for his people-focused approach and analytical skills. He has supported hundreds of companies in a variety of sectors.

Guillaume has a bachelor of business administration degree from UQAM's School of Management Sciences (ESG UQAM) and a graduate degree in local development from Université de Sherbrooke. Before assuming his current role, he worked as a business transfer advisor at the Centre de transfert d'entreprise du Québec (CTEQ). He's very familiar with Desjardins, having held a variety of positions within the organization such as Business account manager.

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.

Collaborators | Desjardins Wealth Management

GENEVIÈVE FOREST

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

GENEVIÈVE D’AMOURS

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

AMANDINE BOURILLON, D.S.N.

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

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

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. 

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.