Portfolio Manager, Wealth Manager
T 450-582-7528
Languages: French, English
Martin Gendron is an experienced wealth and portfolio manager. His solid skills, knowledge of markets, dedication to clients and prior experience with high-net-worth families make him an undeniable asset to our customers. Over the course of his career, Martin has gained expertise in discretionary management, financial analysis, comprehensive investment strategy development and external management oversight.
We're committed to being there for you now and always. We believe rigour, transparency and integrity are key to building lasting relationships based on trust and respect.
Our mission is to use a balanced investment strategy to help you achieve financial well-being in line with your current and future needs, give you peace of mind and protect the financial security of your loved ones.
Your priorities are our priorities. They guide our decisions and the types of services we offer.
By taking the time to learn more about you, your money and your priorities, we're able to offer you quality advice, planning services and financial products at every stage of your life.
COMMITMENT AND THOROUGHNESS
We're very diligent and pursue ongoing professional development so we can always be our best for you.
RELIABILITY
We work with you and monitor your investments closely—this is good for us and even better for you.
TRANSPARENCY AND INTEGRITY
We know how important it is for you to understand everything that goes into managing your assets.
Our products and services are designed to meet all of your wealth management needs when they arise: investments, financial planning, specialized services, banking services, insurance and financing.
You can count on us every step of the way to help you:
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Wealth Manager
T 450-682-7714
Languages: French
Carine has been working in the finance sector for over 25 years. Trained in the banking field at the start of her career, she has worked since 1997 in the securities field and business management.
Carine plays an active role business development and works closely with investors.
Wealth Manager
T 450-682-7632
Languages: French
With Desjardins Securities since 1989, Luc has 34 years’ experience in securities, including 32 years as a wealth manager. This expertise has enabled him to acquire extensive knowledge of stock markets and financial products.
Luc oversees investment strategies and business relationships with investors.
Associate Wealth Management Advisor
T 450-682-8032
Languages: French
Working in finance since 2012, Raphael graduated with honours from the UQAM School of Management, where he earned a bachelor of business administration with a focus on finance. With the team since February 2020, he aspires to become a wealth manager. Raphael became licenced with the Autorité des marchés financiers as a life and health insurance representative[1] in 2017.
Raphael prepares retirement projections, wealth creation strategies and estate planning recommendations. He strives to build long-term relationships based on trust with each client he assists.
[1] Through Desjardins Securities Financial Services.
Wealth Management Associate
T 450-682-5858 ext. 5131021
Languages: French
After 20 years in the medical field, Josée has decided to pursue her career in the financial sector. Since 2016, she has been working in the securities field as a wealth management assistant. As part of our team, she is responsible for administrative, transactional and customer service tasks.
Wealth Management Associate
T 450-682-7705
Languages: French
Pauline has over 30 years’ experience in banking, insurance and securities. She has completed the Canadian Securities Course and obtained her Investment Representative designation in 2011.
She provides outstanding transactional and administrative support, as well as customer service.
3055, boulevard St-Martin Ouest
Suite T440
Laval (Québec)
H7T 0J3
450-682-5858 Toll-free : 1-800-449-7881Fax : 450-682-6474
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