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Philippe Boily, B.A.

Senior Wealth Manager

T 418-650-6350 ext. 5025256

Languages: French, English

Biography

Philippe Boily has a Bachelor’s degree in Political Science from Laval University, with a major in International Relations, and has also completed the CSI course for Partners, Directors and Senior Officers. Philippe has been working for Desjardins Securities since 1997 where he received honourable mention – Advisor of the Year in 2007.

Boily Langevin Lemieux Team accréditation excellence

Excellence Accreditation

Excellence accreditation attests that the wealth manager's practice meets the highest standards of quality in order to offer you an unparalleled experience in meeting your financial needs. This distinction is awarded exclusively to Desjardins Securities wealth managers who participate in a continuous development and improvement program.

Mission

My priorities are to guide my clients in managing their portfolios, taking a fundamental approach to analyzing securities with a view to favouring the preservation and long-term growth of their capital.

Investment Philosophy

  • A fundamental approach to stock analysis, favouring capital preservation and long-term growth.
  • Financial strength, earnings growth, healthy business prospects, quality of the management team and stock price are among the criteria that shape decisions on stock selection.
  • Reducing risks by setting minimum and maximum weightings for each asset class and for each economic sector.

What sets us apart

We seek, through the quality of our advice, to enable our clients to make the right decisions regarding financial assets by developing effective strategies to limit the tax impact, thereby preserving capital throughout their working lives and their retirement.

Values

The values most precious to me are competence, honesty, consistency and, above all, exellence.

Service Offer

  • Traditional management with commission-based accounts.
  • Fee-based management with Elite accounts.
  • Discretionary management service with Darwin, providing the opportunity to invest with several experienced managers.

Biographies of my colleagues

  • Pier-Luc Langevin, BBA, CIM®

    Wealth Manager

    T 418-650-6350 ext. 5025254

    Languages: French, English

    Linkedin

    Mr. Langevin holds a bachelor's degree in business administration with a finance major from Université Laval, and has also earned the Chartered Investment Manager (CIM) designation issued by the Canadian Securities Institute.

    Mr. Langevin began his career as an investment advisor in 2006. Market crises and volatility have enabled him to acquire broad expertise in portfolio management. Financial markets remain his passion, and this is reflected in his advice!

  • Jean-Philippe Lemieux, LL.B., CIM®, F. Pl

    Wealth Manager

    T 418-650-6350 ext. 5025210

    Languages: French

    Jean-Philippe Lemieux has a Bachelor’s degree in Law from Laval University, part of which was completed in France at Université Paris I – Panthéon-Sorbonne. He was brought into Boily Langevin Lemieux’s team in 2016 in order to share his wealth management expertise. He is a Chartered Investment Manager (CIM) and a member of the Institut québécois de planification financière.

    Jean-Philippe started his career as a lawyer, focusing on the professional liability of financial advisors. He’s been working in the financial sector since 2010, first as an investment and retirement advisor, and, since 2013, as a financial planner. He mainly works with institutions, entrepreneurs and professionals.

  • Dominique Marleau,

    Wealth Management Associate

    T 418-650-6350 ext. 5025294

    Languages: French

    With a business certificate from TÉLUQ, Dominique Marleau has also taken the CSI Canadian Securities Course. She has been working with Desjardins Securities since 2007, and has been a member of Boily Langevin Lemieux’s team since 2012.

  • Lydie Kerroch,

    Wealth Management Associate

    T 418-650-6350 ext. 5025226

    Languages: French

    Lydie Kerroch has a college diploma in economic and social studies and is currently completing the CSI’s Canadian Securities Course. She joined the Boily Langevin Lemieux Team in 2017.

  • Alain Chevalier, MBA, F. Pl

    Business Transfer Coach

    Languages: French, English

    Collaborator | Desjardins Securities Inc.

    Alain Chevalier has over 45 years of experience in the banking industry. He has held different positions within companies involved in financial planning and advisory services.

    By drawing on a coaching approach, he has been able to give a human dimension to his financial planning knowledge, and he has supported more than 1,000 business owners reflect on and carry out their plans to transfer or sell their business. Positioning himself as a coach, he works to ensure that all parties involved can collaborate to achieve a common goal.

  • Audréanne Leblanc,

    Financial Planner

    Languages: French

    Collaborator | Desjardins Trust Inc.

    Audréanne Leblanc has a bachelor's degree in financial services from Université Laval and a master's degree in tax law from HEC Montréal. She has 10 years of experience in the financial industry. Before joining Desjardins as a financial planner, she worked as a tax advisor in an accounting firm in addition to working with various institutions that operate in the fields of financial planning and taxation.

  • Équipe de notaires,

    Languages: French, English

    Collaborators | Desjardins Wealth Management

    ANNE-MARIE FOURNIER

    Anne-Marie Fournier is a financial planner and notary. She currently serves as a senior estate planning advisor at Desjardins Wealth Management.

     

    GENEVIÈVE FOREST

    Geneviève Forest is a notary and serves as a senior estate planning advisor at Desjardins Wealth Management.

     

    GENEVIÈVE D’AMOURS

    Geneviève D'Amours, who has been a notary since 2009, serves as a senior estate planning advisor at Desjardins Wealth Management.

     

    AMANDINE BOURILLON, D.S.N.

    Amandine Bourillon has completed studies in notarial law in both France and Quebec and is a senior estate planning advisor at Desjardins Wealth Management.

     

    ANDRÉ AUCLAIR

    André Auclair is a notary and serves as a senior estate planning advisor at Desjardins Wealth Management.

     

    CATHERINE BEAUCHAMP

    Catherine Beauchamp is a notary and is currently a team leader and senior estate planning advisor at Desjardins Wealth Management.

  • Jeffrey Morrow,

    Financial Security Advisor

    Languages: French

    Collaborators | Desjardins Securities Financial services inc.

    Jeffrey has a bachelor's degree in accounting and an MBA in financial planning. He's been a financial security advisor with a major Canadian insurer for more than seven years. His clients appreciate being clear in their explanations and following up. Jeffrey is very thorough when it comes to optimizing a strategy. He's well versed in tax matters.

  • Équipe de conseillers principaux en fiscalité,

    Languages: French, English

    Collaborators | Wealth Management

    Jérôme Dostie-Bourgault

    A lawyer by trade for over 10 years, Jérôme specialized in international taxation with a global professional services firm. He quickly turned his attention to individuals facing challenges abroad—particularly in the United States—whether in business or not.

    Mathieu Pelletier

    Mathieu has a master's degree in taxation and has been working as a tax specialist since 2016 after many years as a financial planner at Desjardins. As a tax specialist, Mathieu has helped business owners with every aspect of their business journey, from the earliest stages to the end of their career, including the sale or transfer of their business.

    Stéphane Thibault

    Stéphane is a chartered professional accountant with a master's degree in tax law. Over the last 15 years, he's gained solid expertise in Canadian and Quebec taxation. He developed in-depth knowledge of tax rules for individuals and businesses, as well as investment, savings and retirement vehicles.

Location

Desjardins Securities at Sainte-Foy

Place de la Cité - Tour Cominar
2640, boulevard Laurier, Suite 1400
Sainte-Foy (Québec) G1V 5C2

418-650-6350 Toll-free : 1-800-361-6006Fax : 418-650-5159

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