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Maxime Simoneau, M. Sc., BBA, CFA

Investment Advisor

T 450-777-1291 ext. 5122016

Languages: French

Biography

  • Maxime Simoneau has a strong educational background and more than 15 years of experience in the investment field. His work is guided by the principles of caution, long-term vision, tax efficiency and cost control.
  • He is the senior partner on the team.

Simoneau-Martel Group

Simoneau-Martel Group offers you peace of mind. With a solid university education and extensive experience behind us, we understand that the assets entrusted to us are of the utmost importance.

That’s why we’ve developed a strategy that allows us to invest judiciously while seizing market opportunities and making the most of your capital.

Mission

We’re here to help your family navigate through the maze of investment decisions by offering each of our members proven and personalized solutions.

Investment Philosophy

Risk management

Investment is a dynamic process in which we seek to optimize a portfolio’s performance in keeping with the risk level acceptable to the client.

Asset allocation

We emphasize asset allocation, which accounts for an average of 90% of the variability in a portfolio’s performance. Asset allocation needs to be readjusted frequently to match the client’s goals at all times.

Cost control

A sure way of enhancing performance is to reduce costs, which is why our portfolios focus on exchange-traded funds (ETFs). These provide low-cost replication of the performance of the various stock indices.

Tax efficiency

By putting taxation in the forefront, we seek to maximize the after-tax yield on our clients’ investments.

Long-term view

A number of studies have proven that investors’ worst enemy is not the market but investors themselves. We must therefore take a long-term view in guiding our clients to prevent emotion from interfering with their yields.

Values

We apply the same values at work as we do at home and in our social lives.

Ethics are the hallmark of our work. We pay careful attention to every detail and ensure compliance with the rules that govern our profession.

Integrity is the cornerstone of mutual trust. We make it a priority to forge healthy, trust-based relationships with our clients.

Transparency means that we provide you with clear information about your financial situation and explain the various options available to you.

Discipline enables us to monitor all investment activities every day and respond to market opportunities.

Biographies of my colleagues

  • Mario Martel, MBA, LL.B.

    Investment Advisor

    T 450-777-1276

    Languages: French, English

    • With a degree in law and a master’s degree in business administration, Mario Martel has been working in the securities sector since 1993.
    • His philosophy is based on capital protection and moderate growth, which is aligned with the needs of conservative clients.  
  • Geneviève Lamoureux,

    Associate Advisor

    T 450-777-3966 ext. 5122034

    Languages: French, English

    • Geneviève Lamoureux has more than 20 years of experience in the financial services sector, having worked for some major Quebec brokerage firms. She has obtained the Investment Advisor title.
    • In our team, she is responsible for customer service and client relations. She is attentive to detail and meticulous in her work.
  • Julie Fontaine,

    Advisor Assistant

    T 450-777-8004 ext. 5122027

    Languages: French

    • Julie Fontaine first started in the financial sector more than 15 years ago. Her main duties involve providing administrative support and customer service.
    • Her commitment to continuous improvement contributes significantly to our clients’ satisfaction.

Location

Desjardins Securities at Granby

450 rue Principale
Suite 100
Granby (Québec) J2G 2X1

450-777-8004 Toll-free : 1-800-830-8004Fax : 450-777-0783

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