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Martin Cyr, CIM®, F. Pl, DMS

Senior Wealth Manager

T 450-671-1275

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Languages: French

Biography

  • Certified as a financial planner by the IQPF
  • Derivatives Market Specialist (DMS)
  • Certified Investment Manager (CIM®
  • With Desjardins Securities since 2001

Martin is responsible for the team's business development and financial market analysis.

Martin Cyr Team

A solid partnership

Our primary goal is to create a long-term relationship in a solid partnership, favouring investment strategies that suit you.

Our accessibility

The team is on the lookout for the latest trends and opportunities on the market, with your interests always in mind. We also make information more accessible through our ability to make the most complex financial data easy to understand.

Mission

With the expertise and complementarity of our team members, we are committed to providing you with outstanding service and personalized guidance. This promise is reflected in regular follow-ups and meetings aimed at ensuring your satisfaction and the continuity of our service offering.

Investment Philosophy

Our investment philosophy

  1. Our model portfolios are based on your investor profile.
  2. Our investment strategies are developed individually based on your risk tolerance, your investment horizon and your various projects, such as retirement, a company purchase, or others.
  3. Our management style is conservative, focusing on safe investments and the long-term security of your assets.
  4. We manage our partners' affairs rigorously, as if they were our own, and we use management principles that have long proven their worth.
  5. We favour tax efficiency in investments to reduce the tax impact.
  6. We apply a competitive and transparent fee structure.

What sets us apart

We help grow our partners' wealth and, above all, help them fulfil their dreams.

Values

Our values and convictions

  • Passion and integrity are vital elements for us.
  • Teamwork with you and our caisse partners is also a priority.
  • Communication: We believe in simplicity and accessibility in our relationship with you.
  • Close collaboration with each of our partners.
  • We focus on quality and not on quantity in our partnership with you.
  • A professional, caring and personalized relationship.
  • Preservation of your family wealth through the quality of the securities held in your portfolio.

Our goal: leading you to fulfil your dreams!

Biographies of my colleagues

  • Mélanie Chagnon, BBA, F. Pl

    Wealth Manager

    T 450-923-2021

    Languages: French

    • Certified as a financial planner by the IQPF
    • With Desjardins since 2001
    • Joined the Martin Cyr Team in 2014

    Mélanie is involved in client meetings and portfolio reviews. She also handles financial planning for our clients.

  • Karl Hébert, BBA

    Assistant Wealth Management Advisor

    T 450-671-6788 ext. 5032200

    Languages: French, English

    • Bachelor of Business Administration
    • Canadian Securities Course
    • Conduct and Practices Handbook Course

    Karl is responsible for providing administrative support to the team.

  • Samuel Vallée, BBA, F. Pl

    Associate Wealth Management Advisor

    T 450-671-6788

    Languages: French, English

    • Completed the following courses with the Canadian Securities Institute (CSI): Canadian Securities Course (CSC®), Conduct and Practices Handbook Course (CPH®) and Wealth Management Essentials (WME®)
    • Certified as a financial planner by the Institute of Financial Planning
    • With Desjardins since 2013

    Samuel draws on the knowledge he's gained at Signature Service and his expertise as a financial planner to offer our clients personalized support. He's also involved in business development for our team.

    Samuel is currently completing the final stage in the CFA program (Level III exam) to become a Chartered Financial Analyst (CFA), the highest distinction in the finance sector.

  • Geneviève Ouellet,

    Wealth Management Associate

    T 450-671-6043 ext. 5032325

    Languages: French

    • Completed the Canadian Securities Course
    • Completed the Conduct and Practices Handbook Course
    • With Desjardins since 1997

    Geneviève supports our advisors by closely monitoring files and providing excellent service to our clients.

Location

Desjardins Securities at Brossard

Quartier DIX30 - Le Square
9120, boul. Leduc, bureau 205
Brossard (Québec) J4Y 0L3

450-671-6788 Toll-free : 1-888-883-4588Fax : 450-671-6280

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