Portfolio Manager, Investment Advisor
Languages: French, English
Stéphane has a Bachelor of Science from Université du Québec à Montreal and has earned the title of Chartered Investment Manager (CIM®) from the Canadian Securities Institute. A teacher at heart, he loves to share his knowledge, breaking down the investment world into easy-to-understand terms.
Stéphane started out in securities in 1987 and has continued his passion for stock research and analysis.
Excellence accreditation attests that the investment advisor'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 investment advisors who participate in a continuous development and improvement program.
Listen. Plan. Take action.
We manage your assets with focus and discipline so you can achieve your goals and find financial freedom.
Prudence and risk management
Our investment philosophy is based on prudence and risk management. Taking care of your money involves growing your capital over the long term and carefully managing risk through sound asset allocation.
And that’s not all. We make sure you stay ahead of the game by leveraging tax-optimization strategies and carefully sequencing withdrawals.
Your needs are unique and it’s important to us that we understand them. By listening carefully to what you have to say, we’re able to serve you better and take care of all your wealth management needs.
We believe that active listening is the foundation of a solid relationship.
Focus and discipline
We owe our success to focus and discipline. These values guide us every day, in everything we do, so we can meet your highest expectations.
We’re committed to helping you achieve your goals.
We’ll be there with you every step of the way to financial freedom.
Honesty and transparency
We make every decision with your best interests in mind. We’ve also chosen a fee-based structure to ensure transparency and eliminate any conflicts of interest.
We can help make your dreams a reality!
We’ve got the tools and services you need to reach your financial goals.
We’ll help you choose the right account for you:
• Cash accounts*
• Margin accounts*
• Registered accounts (RRSP*, LIRA, TFSA*, RESP, RRIF, LIF)
• Elite Program account
* In CAD and USD
Our products and services
Chantal has been working in the financial industry since 1985. She has a certificate in personal financial planning from Université Laval and earned her financial planner designation from the Institut québécois de planification financière in 2004. Chantal’s years of experience mean you can count on her for a thorough analysis of your personal financial situation.
Chantal focuses on providing personalized service that will help you navigate rapidly changing markets so you can achieve financial security and plan your retirement.
Isabelle’s priority is to help you achieve your dreams. She can help you understand and make choices you can feel good about in the sometimes complex economic situation we live in.
Isabelle has spent more than 25 years in the securities industry and was previously a fixed-income securities trader. She knows how to get to heart of your needs and will help you find effective ways to reach your goals.
Alex has a BA in International Political Economy from Colorado College in the United States.
He joined the GGL team in 2021 after a professional hockey career in Europe and the US. His experiences and skills make him a great team player and help him provide quality personalized service.