Investment Advisor
T 418-650-6350 ext. 5025345
Languages: French
The choice of an advisor in the management of your assets is a significant decision in fulfilling your financial goals. Our team is here to guide you along your way. Our expertise in customized investment management and the selection of blue chip stocks will help you meet your goals.
Our mission is to help our clients fulfil their financial goals by minimizing volatility in their portfolios and promoting capital protection through a disciplined approach and rigorous monitoring.
We favour a fundamental and prudent approach as we attempt to conciliate income, long-term growth and capital stability.
We know that peace of mind is essential for you.
The value of a stock, the quality of a management team, a company’s strength, its return on equity and its business prospects are among the factors that influence our selection process.
Our stock selection criteria try to eliminate companies with weak earnings prospects. We seek to minimize volatility in portfolios.
We are here to guide you.
A well structured portfolio will help you maintain a focus on your strategy. Our system of regular follow-ups and our monthly market comments will keep you informed.
Our values are integrity, respect and rigour.
We like to make things simple and clearly understandable for clients. The financial services industry is becoming more complex, but the reality is that everything relies on stock and bond markets.
Our approach is simple and effective:
Portfolio Manager, Investment Advisor
Languages: French, English
Mr. Marcoux previously headed a manufacturing company. He has a sound knowledge of corporate organizational issues. He has been with Desjardins Securities since 2004.
He holds a bachelor’s degree in business administration, with a finance major, from the Université du Québec à Trois-Rivières (UQTR).
Portfolio Manager, Investment Advisor
T 418-659-8535
Languages: French, English
Mr Fortin, a former financial controller, joined Desjardins Securities in 2007.
He has a master’s degree in project management from the Université du Québec à Trois-Rivières (UQTR) and holds the accounting titles of CPA and CMA.
Wealth Manager
T 418-650-6350
Languages: French
Mr. Breton previously worked as a financial planner for a wealth management firm serving physicians. He has the experience and knowledge required to provide sound wealth management advice to incorporated professionals. He joined Desjardins Securities in 2022.
He has a bachelor's degree in business administration (financial services major) from Université Laval and financial planner designation from the Institut québécois de planification financière (IQPF).
Wealth Management Associate
T 418-650-6350 ext. 5025212
Languages: French
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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