Wealth Manager
T 514-985-3464
Languages: French, English, Spanish, Creole
Mr. Migneault, the holder of a bachelor’s degree in political science with a major in international relations from the Université du Québec à Montréal, has taken the Canadian Securities Course as well as the Canadian Securities Institute courses in derivatives and investment management techniques.
He has worked for Desjardins Securities since April 1999 and holds the position of investment advisor.
Our team consists of skilled, hand-picked experts whose mandate is to guide you through the increasingly complex world of investment and finance.
As our clients’ primary advisors, we can provide them with a full range of wealth management services. We also handle the coordination of complementary services and access to professionals such as:
We devote every effort to meeting our clients’ wealth management expectations, providing customized solutions while striving for high standards of skill and integrity.
Rigour, discipline and prudence with the aim of protecting your capital and generating a performance that takes account of your investment goals.
We show priority to our clients’ interests by offering them customized wealth management solutions at every stage of their lives.
Excellence, expertise, commitment.
We follow our clients at every stage of their lives, offering customized made-to-measure solutions covering every facet of wealth management.
Wealth Manager
T 514-985-4321
Languages: French, English
Within the team, Nicolas is in charge of reviewing portfolios, preparing personalized meeting schedules for clients and seeing that clients have everything they need for a positive experience with us.
He makes sure clients can take full advantage of all the services we offer. He also oversees retirement income planning and monitors clients' wealth management plans.
Wealth Management Assistant
T 514-281-7029
Languages: French, English, Spanish
Alexa-Ingrid Migneault-Romero has been in charge of administrative tasks on the Fortier Migneault Team since 2017, offering exceptional customer service and ensuring effective liaison between investment advisors and clients. She's in the process of completing the Canadian Securities Course to develop her wealth management expertise.
Assistant Wealth Management Advisor
T 514-281-1091
Languages: French, English, Cantonese, Vietnamese
Richard is a dynamic, dedicated and driven member of the Fortier Migneault team. He has 6 years of investment experience, including 2 working in securities at a bank. His ongoing pursuit of growth opportunities and new challenges led him to earn a Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute in 2023. Richard also has an options licence.
His role on the team consists of supporting both wealth managers in developing investment strategies and assisting Alexa-Ingrid Migneault-Romero with her administrative tasks. Richard favours a methodical and analytical approach to managing his clients' wealth and ensuring that requests are properly carried out by his team within the required timelines.
Outside of work, Richard is a passionate cook—to the delight of his family and friends. When he's not at the stove, he's planning his next trip, swimming, hiking around Quebec or doing CrossFit. He also participates in YCPA (Young Chinese Professionals Association) activities to network within his business community.
1170, Peel Street
Suite 300
Montréal (Québec)
H3B 0A9
514-985-7585 Toll-free : 1-866-985-7585Fax : 514-987-9593
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