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Martin Cyr, CIM®, F. Pl, DMS

Senior Wealth Manager

T 450-671-1275

Linkedin Profil

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 lasting partnership built on trust

Our main objective is to build a strong, lasting partnership with you by selecting investment strategies that match your goals and profile.

Accessibility

Our team takes great care to keep up with market trends and opportunities to ensure you're able to take advantage of the market when the time is right. We also make information more accessible by breaking down complex financial data and explaining it in terms everyone can understand.

Mission

Our team is made up of professionals from a variety of backgrounds and many different areas of expertise, putting us in the perfect position to provide you with unparalleled service and personalized support. We're committed to following up with you and scheduling regular meetings to ensure you're satisfied with our services.

Investment Philosophy

Our investment philosophy

 

  1. Our model portfolios are based on different investor profiles. 
  2. Once we've figured out which model is right for you, we tailor our investment strategies to your risk tolerance, investment horizon and goals, whether you're saving for retirement, planning to buy a business or anything else.
  3. Our management style is conservative and focused on protecting your assets over the long term.
  4. We manage our partners' investments as if they were our own, that is to say, rigorously and using sound management principles that have long been proven to be effective.
  5. We also do what we can to ensure our investments are tax efficient.
  6. Our rates are competitive and transparent.

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 at the heart of everything we do
  • Our work is a team effort between you, us and our caisse populaire / Desjardins Ontario Credit Union  partners
  • Communication: We believe in adopting a straightforward and accessible communication style
  • Close collaboration with each and every one of our partners
  • We believe in building a partnership focused on quality, not quantity
  • A professional relationship that considers your unique individual needs
  • Preserve your family's wealth by holding high-quality securities in your portfolio
  • Our goal is to help you reach your goals!

 

 

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.

  • Mélanie Duteau, B.A., F. Pl

    Advisor Assistant

    Languages: French, English

    Linkedin

    • Certified financial planner with the Institute of Financial Planning
    • Currently enrolled in an MBA program
    • Holder of a Bachelor's degree in Business Administration with a major in Finance
    • More than 20 years of experience in corporate management

    Mélanie works on a variety of administrative files and supports advisors with their daily tasks. Her experience as a welath advisor is sure to meet the expectations of her clients. 

Location

Desjardins Securities at Brossard

2000, Éclipse Street, 11th floor
Brossard (Québec) J4Z 0S2

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

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