Martin Bray, MBA, FCSI^®, CIM^®, F. Pl

Vice-President, Portfolio Manager

T 450-377-7900

Languages: French, English

Biography

Master of Business Administration in financial services from the École des sciences de la gestion, Université du Québec à Montréal
Bachelor's degree in business administration, finance major, HEC Montréal
Studies at the Strathclyde Business School, United Kingdom
Fellow of the Canadian Securities Institute*
Chartered Investment Manager designation from the Canadian Securities Institute
Financial planner recognized by the Institut québécois de planification financière (IQPF)

Mr. Bray's versatility and energy make him a qualified and much sought-after specialist. Recognized in the securities field for his professionalism and his ability to serve his clients well, he has earned the prestigious title of Fellow of the Canadian Securities Institute.

In 2007, he was elected Investment Advisor of the Year at Desjardins Securities and, in 2010, continuing along the road to excellence, he won an award for creating corporate synergy. In 2013, the board of directors of Desjardins Securities recognized and rewarded Mr. Bray's sustained and significant efforts by giving him the prestigious title of vice-president.

As an experienced portfolio manager, Mr. Bray has the role of establishing investment strategies for the team's clients.

* Fellow of the Canadian Securities Institute (FCSI) is the utmost credential and the top honour in Canadian financial services. The experience, studies and rigorous ethical standards that it requires make it one of the toughest credentials to obtain and hold. This makes FCSIs the most esteemed leaders in the securities field.

Martin Bray Team

Team web site

Excellence Accreditation

Excellence accreditation attests that the investment advisor's services meet the highest standards of quality in order to offer you an unparalleled experience in meeting your financial needs. This distinction is awarded exclusively to Desjardins Securities investment advisors who participate in a continuous development and improvement program.

The Martin Bray Team is present in the Greater Montreal area with offices near the West Island at Salaberry-de-Valleyfield. The team is an rising force in wealth and portfolio management at Desjardins Securities.

Like the world we live in, financial markets have changed. The Martin Bray Team has the skills and experience you need to find the best solutions for your investments and those of the people around you. For today and for tomorrow, the Martin Bray Team's investment professionals have a firm grasp of all the modern asset management and wealth management tools.

The Martin Bray Team offers ways of increasing your wealth with full peace of mind by adopting the most effective savings and investment strategies.

Mission

Through a rigorous, structured and effective approach, the Martin Bray Team at Desjardins Securities provides highly personalized solutions in wealth and portfolio management to meet all the financial needs of its clients and the people around them at every stage of their lives.

Investment Philosophy

Their goal is to generate a performance that matches or exceeds that of the market while applying effective risk management.

What sets us apart

The investment advisors in the Martin Bray Team at Desjardins Securities stand out for their customized and innovative approach to wealth and portfolio management.

Desjardins Securities has shown its confidence in this team by awarding it the Excellence accreditation issued only to members who meet superior quality standards.

Values

Rigour and discipline characterize the Martin Bray Team's approach.

Service Offer

Why do smart people show confidence in the experts in the Martin Bray Team at every stage of their lives?

Professional across-the-board services
Customized solutions and strategies
Future-oriented visions and effective retirement plans
A rigorous and thoughtful approach at all times
Effective risk management
Capital growth with full peace of mind
Full product range at the lowest cost
Respect, attentiveness and transparency under every circumstance
A warm and courteous welcome every day

Because every client is unique. Because you are unique!

Biographies of my colleagues

Sonia Demers,

Associate Advisor

T 450-377-7925

Languages: French, English

Ms. Demers holds the accreditations and qualifications required for rigorous monitoring of files, bringing added value to customer relations.

She has worked in the securities field since 1995 and has been a member of the team since it was created.

Her responsibilities include monitoring files for long-time loyal clients and providing excellent service to a growing clientele.
Nancie Dubuc, BBA

Associate Advisor

T 450-370-1505

Languages: French, English
- Bachelor of Business Administration, Université du Québec à Montréal
Nancie has more than 15 years of experience at Desjardins. Her skills, energy and professionalism have made her a trusted partner. She is responsible for client files and for providing top-notch service to a growing clientele.
Frédérick Roy, BBA, CIM^®

Associate Advisor

T 450-377-7916

Languages: French, English
- Bachelor's degree in business administration, finance major, Université du Québec en Outaouais
- Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute
Mr. Roy's role consists of supporting the portfolio manager in his analysis and research work. His meticulous and rigorous approach make his contribution indispensable to the work done by the Team, of which he has been a member since 2006.
Josée Gareau,

Advisor Assistant

T 450-377-7919

Languages: French, English

Ms. Gareau has extensive experience in the customer service field, especially with the Mouvement Desjardins. She joined the Team in 2011.

Her role is to provide administrative support to the team. She shows a quick grasp of clients' requests and concerns and can respond or direct them promptly to the people concerned.
Aurélie Cahusac,

Advisor Assistant

T 450-377-6021 ext. 5021535

Languages: French, English

An enthusiastic and highly skilled individual, Mrs Cahusac coordinates events for the team, enforces the firm’s internal processes, and assists the portfolio manager with business development. Her international experience makes her a highly versatile professional.