Languages: French, English
Mr. Proulx has worked in the financial field for more than 20 years. An investment advisor with Desjardins Securities since 2003, he holds the title of Certified Investment Manager (CIM®). He is also affilicated with the Institut québécois de planification financière and holds prestigious designation as a Fellow of the Canadian Securities Institute, a symbol of excellence in the financial services sector.
Our team, consisting of four professionals, is committed to providing you with quality service while developing an investment strategy that fits your investor profile.
Our clients are located mainly on Montreal’s South Shore. They typically seek professional investment advice and a high-quality portfolio as well as a long-term business relationship.
To get a good understanding of each investor’s financial position so that we can offer well diversified investments suited to individual situations and risk tolerance levels.
We aim to fulfil your goals while seeking to reduce risk in your portfolio.
We seek a suitable balance between asset diversification and responsible asset growth through:
Our extensive market knowledge enables us to provide quality service. We focus on guidance and on taking good care of our clientele.
Skill, integrity, rigour, commitment and enthusiasm.
Our specialties include risk management, asset allocation, sectoral and geographic allocation and analysis of equity securities.
Working at Desjardins for more than 20 years, Ms. Roy has solid experience in the financial field. The holder of a bachelor’s degree in business administration with a major in finance and of a certificate in financial planning, she stands out for the high level of satisfaction among her clients.
On the team, she is primarily involved with business development and relations with the Caisses. She also handles implementation of the strategies set out in the investment strategies for each client and takes part in the periodic review of portfolios.
Languages: French, English
Holding the title of financial planner (Pl. Fin.), Mr. Letarte has worked in the financial services field for 15 years. He began his career in the Mouvement Desjardins as director of business development and a financial planner. Over the last years, he has stood out for his original approach and his solid knowledge of retirement projection.
His skills and his long track record make him a valued ally in determining, following up and fulfilling our clients' goals.
Kim Fonseca holds a Certificate in financial planning and is a mutual fund representative, and has been with Desjardins for over 7 years. She has a solid background in customer service and finance.
She applies her expertise, drive, diligence and great team spirit to her duties monitoring file status and the quality of administrative tasks involving advisors and clients.
Pamela Levert has been with Desjardins for more than 5 years and has a solid background in customer service with Desjardins Wealth Management. Her professionalism, enthusiasm and team spirit make her a wonderful addition to the Roy-Proulx team.
Sandra Robidoux-Lepine has over 7 years of experience in the financial industry. She holds an attestation of collegial studies in customer service for the financial sector and has acquired diverse experience across several different positions. Sandra's dynamic professionalism and attention to quality in her work are driven by her commitment to putting the client first.