Martin Lavallée, CIM^®

Senior Wealth Manager

T 450-582-6583

Languages: French, English

Biography

Mr. Lavallée holds a degree in finance from the Université du Québec à Montréal and has been an investment advisor since 1997. The experience acquired over 25 years has enabled him to meet many people, learning to identify their needs so as to help them fulfil their financial goals.

Martin Lavallée Team

Mission

Simplifying and demystifying the complex issues related to finance and helping you stay on course toward fulfilling your plans.

Investment Philosophy

Knowing that fluctuations and corrections are part of the nature of markets and are unpredictable, we seek to take advantage of them when they occur.
Knowing that a portfolio's overall performance is influenced more by asset allocation than by the selection of individual stocks, we aim to minimize specific risks.
Knowing that a shortage of future income presents a greater risk than a portfolio's fluctuations, we maintain a long-term view.
Knowing that an investor's behaviour has a major impact on long-term results, we guide you throughout the process.

What sets us apart

We take a human approach based on communication and mutual trust, helping our clients meet their financial goals through personalized service and advice suited to their reality.

Values

Attentiveness: understanding your various goals
Integrity: presenting solutions that fit your needs
Presence: keeping you informed
Reliability: meeting our commitments
Simplicity: offering clear explanations

Service Offer

Custom-made solutions

Customized investment policy.
Optimization of your investments' tax treatment.
The chance to keep some of your preferred positions, if that is in your interest.
You determine your level of involvement. Therefore, you will be involved or simply consulted before any major investment decision is made.
You need income? We set up a tailor-made disbursement plan.

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.
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.
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.

CATHERINE BEAUCHAMP

Catherine Beauchamp is a notary and is currently a team leader and senior estate planning advisor at Desjardins Wealth Management.
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 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.

Mathieu Pelletier

Mathieu has a master's degree in taxation and has been working as a tax specialist since 2016 after many years as a financial planner at Desjardins. As a tax specialist, Mathieu has helped business owners with every aspect of their business journey, from the earliest stages to the end of their career, including the sale or transfer of their business.

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.