Martin Proulx, BBA, FCSI^®, CIM^®, F. Pl

Wealth Manager

T 450-671-7334

Languages: French, English

Biography

Martin Proulx has more than 20 years of experience in the financial industry. He has been a wealth manager at Desjardins Securities since 2003 and holds the Chartered Investment Manager (CIM^®) designation. He's a Fellow of CSI (FCSI^®), the highest honour in Canadian financial services. He also holds the Financial Planner (F.Pl.) designation from the Institute of Financial Planning.

As an experienced wealth manager, Martin is responsible for implementing investment strategies for all our clients.

Responsibilities

Investment management
Portfolio review
Financial and retirement planning

Proulx Roy Team

The Proulx Roy Team consists of 6 passionate professionals who are committed to building solid relationships with our clients. We listen attentively to all our clients to ensure that we understand their financial and life goals.

Your priorities guide our decisions and define the service we provide you. We cover all the bases to build the financial strategies that work for you.

We are experienced specialists who are committed to answering all your questions and addressing all your financial needs.

Mission

To offer you personalized investment support so you have peace of mind about your wealth management needs.

To meet your personal and family needs through custom-built solutions.

To be a reference for you and your loved ones in investment and wealth management.

Investment Philosophy

We seek a suitable balance between asset diversification and returns. We manage your investments responsibly and transparently. We are committed to providing:

An investment policy statement that fits your profile.
Effective allocation of your assets.
Continuous monitoring of your portfolio.

What sets us apart

When it comes to managing your investments, we treat you like family. Our service offer is personalized and the support we provide is tailored to your situation. Thanks to our team's complementary skills and our expert knowledge of the financial markets, we have built strong and trusted relationships with our clients.

Values

Our values define the identity of our passionate and compassionate team.

Commitment: We work hard to meet your needs and offer you high-quality service that exceeds all your expectations.

Rigour: Serving you is important to us. Whatever your request, you can expect rigour, objectivity and diligence.

Integrity: We strive to maintain healthy and long-lasting relationships with our clients. That's why our communications with you are both open and transparent.

Simplicity: Our practices, approach and solutions are designed to make life easier for you.

Service Offer

Our service offer is comprehensive and adapted to our clients' real needs.

We act with rigour when managing your investments. Our areas of expertise include risk management, asset allocation, sectoral and geographic allocation and analysis of equity securities.

Biographies of my colleagues

Angella Roy, BBA, F. Pl

Wealth Manager

T 450-671-6626

Languages: French, English
Angella Roy has a bachelor of business administration with a finance specialization and a certificate in financial planning. She has worked for Desjardins Group for more than 25 years. Her extensive industry experience helps her instill great trust in her clients.

She's responsible for business development and Desjardins caisse network relations. She ensures that the strategies set out in investment policy statements are implemented and is also involved in periodic portfolio reviews.

Responsibilities
- Assisting clients using a tailored advisory approach
- Implementing the strategies set out in investment policy statements
- Periodic portfolio review
Full details
Charles Côté Lebreux, BBA

Associate Wealth Management Advisor

T 450-671-6788

Languages: French, English

Linkedin
Charles Côté Lebreux has been with Desjardins since 2020. After earning his bachelor of business administration, he completed an internship as a futures trader for a small firm in Old Montreal. He's 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.

Charles leaves nothing to chance and avoids being influenced by unfounded beliefs and statements. He's passionate about statistics, finance and the economy, and uses an analytical approach to get to the bottom of things. His industry experience means that offering clients superior service is now second nature. He always does what's best for our clients to help meet their specific needs.

Responsibilities
- Customer service
- Updating investments and strategies
- Implementing investment plans
Kim Fonseca,

Assistant Wealth Management Advisor

T 450-671-7169

Languages: French
Kim Fonseca joined Desjardins Group in 2012. She holds a certificate in financial planning and has completed the Canadian Securities Institute's Canadian Securities Course and the Conduct and Practices Handbook Course.

Kim has extensive experience in finance and customer service. She is dynamic, curious and meticulous and expertly handles her administrative and client file monitoring tasks. She has excellent team spirit and is enthusiastic about helping her co-workers and our clients.

Responsibilities
- Customer service
- Transaction execution
- Portfolio manager support
Isabelle Foisy,

Wealth Management Assistant

T 450-671-6788

Languages: French
Isabelle has been with Desjardins since 2021. She's responsible for administrative tasks and customer service.

She's professional and diligent, and promptly meeting your needs is her top priority.

Responsibilities
- Customer service
- Opening accounts and handling transfer requests
- Sending deposits to accounts and tracking monthly transfers
Claudiana Termidor, B.Sc.

Wealth Management Assistant

T 450-671-6788

Languages: French
Claudiana Termidor has a bachelor's degree in economics and politics from Université de Montréal. She joined Desjardins in 2022. She has a solid background in customer service and finance.

Her professionalism, drive and collaborative spirit make her a great asset to the Proulx Roy Team.

Responsibilities
- Customer service
- Communications and marketing
- Opening accounts and handling transfer requests
Marie-Soleil Corbeil-Tourangeau,

Wealth Management Assistant

T 450-671-6788

Languages: French
Marie-Soleil has a hand in administrative tasks for the entire team. As a caring professional, she listens to our clients' needs and ensures that they receive quality service. Your interests are her top priority.

Responsibilities
- Customer service
- Scheduling meetings
- Opening accounts