Martin Lavallée, CIM^®

Senior Wealth Manager

T 450-582-6583

Languages: French, English

Biography

Degree in finance from UQAM
Investment advisor since 1997
With Desjardins Securities since 2015
Chartered Investment Manager (CIM^®) since 2016
Over 25 years of experience
Client support and portfolio management specialist

Martin Lavallée is known for his expertise and professionalism, making him a highly qualified, recognized and valued senior portfolio manager.

Martin Lavallée Team

Proud to serve you

Our diligence and professionalism make managing your wealth easier, putting you on the path to financial success. Through our personalized and attentive approach, we make sure we have the right solutions to protect and grow your capital. Together, we can turn your goals into lasting success.

The Martin Lavallée team is recognized for its people-focused approach and transparent communication, and specializes in wealth and portfolio management. The team draws on its expertise to create tailored solutions that help you achieve your financial goals

Mission

The Martin Lavallée Team: Financial simplicity, peace of mind for your future and support to help you achieve your goals.

Investment Philosophy

Our philosophy is simple: Always adopt a long-term, client-focused strategy.

We recognize that market fluctuations and corrections are unpredictable and a natural part of investing. We seek to take advantage of them when they occur. A portfolio’s overall performance is influenced more by asset allocation than by individual stock selection, which encourages us to minimize specific risks. A future income shortfall is a greater risk than a portfolio’s fluctuations, which is why we take a long-term view. Investor behaviour has a major impact on long-term results, and we’re here to guide you every step of the way.

What sets us apart

A people-focused approach rooted in our clients’ reality

We’re an engaged team that’s committed to listening, being transparent and working with you to build personalized long-term financial solutions. Your goals are important to us, so we approach them as diligently as if they were our own.

We draw on the knowledge of leading specialists when necessary to provide you with carefully crafted and reliable support that’s perfectly adapted to your needs.

Values

Our values shape our team. We’re attuned to your needs and have your best interests at heart, because our purpose is to help you achieve your financial and life goals.

AUTHENTIC LISTENING

Understanding what really matters

UNCOMPROMISING INTEGRITY

Providing solutions tailored to your needs

CONSTANT PRESENCE

Guiding, supporting and keeping you informed

PROVEN RELIABILITY

Always honouring our commitments

Service Offer

A service offer designed for you

An investment policy customized to your profile and priorities
Optimized tax treatment of your investments
Flexibility to hold certain positions if it’s in your best interest
You can be actively involved in investment decisions or let us take the lead
Need to plan your retirement income? We can create a customized withdrawal strategy.

Biographies of my colleagues

Ève Masson, BBA

Wealth Management Associate

T 450-582-0105 ext. 5031371

Languages: French

Ève has been working at Desjardins since 2006 and joined the team in 2016. She is in charge of coordinating wealth management services.

Her role is to ensure that our clients have access to the various resources available for their retirement planning and insurance needs, and for their questions on tax and estate planning. She serves as liaison between our clients' needs and the various parties at Desjardins.

Her priorities are to provide exceptional service and ensure that clients are satisfied.
Félix-Antoine Landry, BBA

Assistant Wealth Management Advisor

T 450-582-7528 ext. 5031317

Languages: French, English

Linkedin

Félix-Antoine is a professional and dynamic individual who joined the team in January 2023 after graduating from Concordia University with a Bachelor of Business Administration, majoring in finance.

His role is to assist Martin in several areas, including portfolio analysis, meeting preparation and business development.
Daphné Belisle-Lapointe, BBA, F. Pl

Associate Wealth Management Advisor

T 1-888-482-7528 ext. 5060684

Languages: French

With experience in the financial industry dating back to 2014, Daphné is a certified financial planner (F.Pl.) and has a bachelor’s degree in finance, with a focus on financial planning. She has also completed the Canadian Securities Course (CSC) through the Canadian Securities Institute. Her day-to-day involves business development and providing personalized support to clients. Daphné is known for her ability to proactively meet financial needs by combining her expertise, rigour and strategic thinking.
Vanessa Fiset,

Wealth Management Assistant

T 450-582-7528 ext. 5031201

Languages: French

Vanessa has been with Desjardins Group for more than 10 years and joined the team in 2022.

Her dynamism, professionalism and versatility make her a key asset to the team.

We're privileged to be able to rely on the solid administrative and operational skills that she brings to her job. Vanessa is committed to providing exceptional customer service.
Alain Chevalier, MBA, F. Pl

Business Transfer Coach

Languages: French, English

Collaborator | Desjardins Securities Inc.

Alain Chevalier has over 45 years of experience in the banking industry. He has held different positions within companies involved in financial planning and advisory services.

By drawing on a coaching approach, he has been able to give a human dimension to his financial planning knowledge, and he has supported more than 1,000 business owners reflect on and carry out their plans to transfer or sell their business. Positioning himself as a coach, he works to ensure that all parties involved can collaborate to achieve a common goal.
Hany Malek, BBA, F. Pl

Financial Planner

Languages: French, English

Collaborator | Desjardins Trust Inc.

Hany Malek has a master's degree in management from the Institut Supérieur Européen de Gestion in Strasbourg (2003) and has graduated from the Institut québecois de planification financière (IQPF). He's been working in the financial industry for 20 years, including nearly 18 years as a financial planner in wealth management. He uses a rigorous and high-quality approach to help clients reach their financial goals.
Sonia Jolette,

Financial Security Advisor

Languages: French, English

Collaborators | Desjardins Securities Financial services inc.

Sonia has over 27 years of experience in the financial industry, including several years as a partner in her own financial services firm, creating and developing a high-quality brokerage services. Sonia has been with Desjardins since 2013 and continues her mission of implementing financial strategies aimed at protecting and maximizing the wealth of her clients. Serving clients stand out from her listening skills, expertise and disciplined approach, providing tailored solutions that address their needs and concerns. Sonia leverages her skills, professionalism, professionalism and authenticity to put client first in her recommendations.
Équipe de notaires,

Languages: French, English

Collaborators | Desjardins Wealth Management

GENEVIÈVE FOREST

Geneviève Forest is a notary and serves as a senior estate planning advisor at Desjardins Wealth Management.

GENEVIÈVE D’AMOURS

Geneviève D'Amours, who has been a notary since 2009, serves as a senior estate planning advisor at Desjardins Wealth Management.

AMANDINE BOURILLON, D.S.N.

Amandine Bourillon has completed studies in notarial law in both France and Quebec and is a senior estate planning advisor at Desjardins Wealth Management.

ANDRÉ AUCLAIR

André Auclair is a notary and serves as a senior estate planning advisor at Desjardins Wealth Management.
Équipe de conseillers principaux en fiscalité,

Languages: French, English

Collaborators | Wealth Management

Jérôme Dostie-Bourgault

A lawyer by trade for over 10 years, Jérôme specialized in international taxation with a global professional services firm. He quickly turned his attention to individuals facing challenges abroad—particularly in the United States—whether in business or not.

Stéphane Thibault

Stéphane is a chartered professional accountant with a master's degree in tax law. Over the last 15 years, he's gained solid expertise in Canadian and Quebec taxation. He developed in-depth knowledge of tax rules for individuals and businesses, as well as investment, savings and retirement vehicles.