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Nicolas Fortier, B.Sc., CIM®

Investment Advisor

T 514-985-4321

Languages: French, English

Biography

  • Bachelor's degree in actuarial science from Université Laval

Nicolas has earned the designation of Chartered Investment Manager® from the Canadian Securities Institute.

Nicolas has been working for Desjardins Securities since 1996. Over the years, he's held a number of different positions and knows the business inside and out.

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.

Fortier Migneault Team

Fortier Migneault Team

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:

  • accountants;
  • tax specialists;
  • notaries;
  • actuaries;
  • insurers, etc.

Mission

We devote every effort to meeting our clients’ wealth management expectations, providing customized solutions while striving for high standards of skill and integrity.

Investment Philosophy

Rigour, discipline and prudence with the aim of protecting your capital and generating a performance that takes account of your investment goals.

What sets us apart

We show priority to our clients’ interests by offering them customized wealth management solutions at every stage of their lives.

Values

Excellence, expertise, commitment.

Service Offer

We follow our clients at every stage of their lives, offering customized made-to-measure solutions covering every facet of wealth management.

Biographies of my colleagues

  • Martin Migneault, B.A., CIM®

    Investment Advisor

    T 514-985-3464

    Languages: French, English, Spanish, Creole

    Linkedin

    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.

  • Philippe-Antoine Simard, BBA

    Associate Advisor

    T 514-985-7569

    Languages: French, English

    • Bachelor's degree in international business from the John Molson School of Business

    Before joining the Fortier Migneault team in 2018, Philippe-Antoine worked in discount brokerage at a major securities brokerage firm. His knowledge of a wide range of investment products—including equities, ETFs, mutual funds and derivatives—make him a important resource for the team.

    Philippe-Antoine makes trades, adjusts client portfolios and helps develop investment strategies. He also assists Alexa Migneault with customer service.

  • Alexa-Ingrid Migneault-Romero, BBA

    Advisor 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.

Location

Desjardins Securities at Montréal - Le Windsor

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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