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Marc Leblanc, B.Sc., BBA

Vice-President, Investment Advisor

T 514-281-7068

Linkedin Profil

Languages: French, English

Biography

A graduate in economics and business administration at the Université du Québec à Montréal (UQAM), Mr. Leblanc is a vice-president and, since 1994, an investment advisor at Desjardins Securities. As evidence of his perseverance and integrity, he was named vice-president in 2004, a title reserved for Desjardins Securities investment advisors who truly stand out.

From 2006 to 2013, he also held the position of Manager of the Desjardins Securities head office branch. A founding member of the Leblanc Martineau St-Hilaire team, he currently focuses his efforts on hid team’s business development and investor relations.

 

Leblanc Martineau St-Hilaire

A presence within Desjardins Securities since 1994, Leblanc Martineau St-Hilaire is a leading multidisciplinary team of investment advisors.

Our wealth management approach relies on personalized analysis of our clients’ needs to provide made-to-measure solutions. We manage clients’ investments, help them plan their retirement, help protect their assets and maximize their wealth.

As the winner of the Advisor of the Year award in 2014, and nominee for the award the following year, the Leblanc Martineau St-Hilaire team stands apart from its peers. This distinction recognizes the team's professionalism, the quality of their portfolio management service and the contribution they have made to Desjardins Securities.

Mission

For the last 20 years, we have aimed for excellence in the quality of the financial advice and service provided to our clients, with integrity, discipline and transparency in the forefront.

Investment Philosophy

Financial markets have evolved over the last decade. Markets are more volatile, more uncertain and more complex than in the past. Investing has become an active and dynamic process in which some traditional forms of investment simply no longer work.

Since 2008, to deal with this new reality, we have included discretionary management in our service offer. Our portfolio management focuses more on risk management than on seeking returns that beat the indices. A key study conducted by Gary Brinson, Randolph Hood and Gilbert Beebower shows clearly that 93.6% of variations in yield are due to asset allocation. In short, decisions on allocation have more influence on a portfolio’s overall yield and variability than decisions on stock selection, based on market forecasts.

We have developed expertise that has proven its worth in the active management of an array of exchange traded funds (ETFs). With their low costs and with their size and scope, ETFs are key instruments for attaining diversification and desired exposure to a variety of asset categories: large- and small-cap shares, stocks on international, emerging and developed markets, fixed-income securities and major categories such as alternative investments and real estate. In short, ETFs are the ideal instrument for implementing our investment strategies, whether they involve short- or long-term tactics focusing on specific sectors or investments, or more comprehensive approaches related to asset categories.

What sets us apart

Your financial affairs and investments have become complex. They require skilled professional attention as well as extensive planning. And in every aspect of your life, you have come to expect higher levels of service and personal attention.

Since 1994, many clients have opted for our team’s services to simplify their lives and fulfil their financial goals. We have put together a wealth management and discretionary management approach. We focus our attention on your needs in retirement planning and portfolio management services. We can also work with your tax advisor and legal advisor to make suggestions on potential tax optimization strategies. We also recommend investment portfolios based on your personal goals, your risk tolerance and your investment horizon.

In addition, to be a leader in our profession and to maintain the high level of quality in the service and care provided to our clients, we are equipped with one of the top customer relations management software programs. This tool helps create a collaborative real-time working environment for our team, providing all information flows regarding our clients. It is a tool that helps us stand out by providing greater accuracy and responsiveness in meeting requests from our growing clientele.

We are also aware that an advisor’s quality is measured both by technical skills and by appropriate behaviour that meets top standards of conduct. In the current context of consumer mistrust, we are convinced that the advisors with the best business practices will be the most highly appreciated by clients. In short, the client-advisor relationship relies above all on trust. This is built on the advisor’s credibility and on the quality of attention provided. Listening to clients is how we can best understand their needs. Our credibility is linked to our skills and our know-how.

Values

  • Discipline and integrity
  • Closeness to clients
  • Professionalism and skill
  • Transparency

Service Offer

Our approach combines the advice and services needed to meet the investment needs and the retirement, tax or estate1 planning needs of your family.

We outdo ourselves to offer personalized and exclusive wealth management service with the attention you deserve.

We also provide discretionary management that lets you delegate responsibility for investment decisions. Your portfolio is built on the basis of your growth and income needs and your risk tolerance, with the tax aspect taken into account. Since your approval is not required for each trade, we are able to bring you the benefit of investment opportunities quickly and efficiently. We work in accordance with the particular guidelines established beforehand in your investment policy, and we are subject to our industry’s highest regulatory standards. With our monthly written communications, our telephone follow-ups and our periodic meetings, we keep you fully informed of market trends and of your portfolio’s performance.

  1. Through Desjardins Securities Financial Services or the Caisse network. Return to footnote 1 referrer

Biographies of my colleagues

  • Stéphane Martineau, CIM®, CPA, CA

    Vice-President, Portfolio Manager

    T 514-281-7096

    Languages: French, English

    Linkedin

    A chartered accountant by training, Mr. Martineau has been with Desjardins Securities since 1994 as vice-president and portfolio manager. This lets him put his extensive knowledge of tax matters, financial statement analysis and retirement planning to clients’ benefit.

    In recognition of his sustained and significant efforts, Desjardins Securities named him vice-president in 2004. In 2008, he earned the title of Chartered Investment Manager, enabling him to provide discretionary management to his team’s clientele.

     

  • Sébastien St-Hilaire, B.Sc. Mathematics

    Investment Advisor

    T 514-985-3541

    Languages: French, English

    Linkedin

    A graduate in mathematics at the Université du Québec à Montréal (UQAM), Mr. St-Hilaire comes from the business world, where he filled a number of management roles, in particular as a divisional vice-president at Gesca and as director of development at Les Affaires newspaper. 

    He has chosen now to devote himself to the practice of his first love, finance, for Desjardins Securities as an investment advisor and also as a sales officer. This will enable him to apply his extensive business experience to serving the team’s clients, handling the group’s development and image in particular. He sits on the boards of directors of the Société des arts technologiques.

     

  • Jonathan Gravel, CIM®

    Associate Advisor

    T 514-985-3492

    Languages: French, English

    Mr. Gravel has more than 10 years’ experience in the securities field, primarily among businesspeople and affluent clients. This helps him provide top-quality service. 

    In addition to being an investment advisor since 2007, he holds the title of Certified Investment Manager (CIM®) and a licence in personal insurance1 from the Autorité des marchés financiers. These strengths make him a multidisciplinary resource who is highly appreciated by our clients.

    1. Through Desjardins Securities Financial Services or the Caisse network. Return to footnote 1 referrer
  • Alexandre Le Boulicaut, M. Sc.

    Associate Advisor

    T 514-985-7568

    Languages: French, English

    Alexandre Le Boulicaut has an extensive academic background. He holds a bachelor’s degree in management from École Supérieure de Commerce et de Management (ESCEM School of Management in Tours, France), a financial management certificate, and a master’s degree in finance from HEC Montréal. Mr. Le Boulicaut joined Desjardins Securities in 2013 as a compliance advisor to provide discretionary management. He is now Associate Advisor within Leblanc Martineau St-Hilaire Team. Mr. Le Boulicaut’s diligence and enthusiasm make him a versatile asset to the team.

  • Marilyne Labelle,

    Investment Assistant

    T 514-281-7286

    Languages: French, English

    In her role as investment assistant, Ms Labelle has supported all of the team’s members for more than five years. She provides strong administrative management and a high level of client service. Her sense of organization and meticulous approach make her an excellent collaborator who can answer all your questions.

  • Martin Fournier, BBA

    Associate Advisor

    T #

    Languages: French, English

    Martin Fournier holds a bachelor’s degree in finance from the Université du Québec à Montréal (UQAM). He has always had a keen interest in the financial sector and investment industry.

    He has over 15 years of business development experience with financial newspapers, including the Globe and Mail and Les Affaires

    Mr. Fournier’s strong interpersonal and analytical skills, and his commitment to always putting clients’ interests first make him a valuable asset to the Leblanc Martineau St-Hilaire team. Mr. Fournier is now an associate advisor on the team.

  • Audrey Grenier,

    Advisor Assistant

    T 514-281-2800

    Languages: French, English

    With a career spanning more than 11 years at Desjardins Securities, Ms. Grenier provides administrative support to the team of advisors in addition to responding efficiently and courteously to the entire clientele.

Location

Desjardins Securities at Montréal - Le Windsor

1170, Peel Street
Suite 300
Montréal (Québec) H3B 0A9

514-985-7585 Toll-free : 1-866-985-7585Fax : 514-987-9593

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