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Champoux-Brunelle Team

Desjardins Securities

About us

Our approach

At the heart of our strategy is a commitment to your financial aspirations. Our seasoned team leverages extensive market expertise to provide insightful guidance and robust support. Our diverse skill sets enable us to navigate complex investment landscapes with confidence.

Our investment philosophy

We create customized portfolios designed for you. By employing a comprehensive suite of financial instruments, we enhance returns, mitigate risk, and optimize tax efficiency, ensuring your investments work harder for you.

Community involvement

We proudly support initiatives that make a difference, including the Montreal Canadiens Children’s Foundation’s External link. annual Commission Day and the Grand défi Pierre Lavoie External link. cycling marathon.

Our approach to your financial success

Our range of services at Desjardins Securities

Make the most of Desjardins Securities’ expertise to plan and optimize your wealth or portfolio. We offer personalized solutions, including financial and retirement planning, investment strategies, estate planning, tax optimization, wealth and loan protection, credit and transactional services1.

Learn more about our services External link.

Our team’s specialties

Discretionary portfolio management and tailored investment solutions

Entrepreneurs and business owners in the manufacturing, services, agriculture, and technology sectors

Equity options strategies and structured investment products

Communications

Quarterly performance report

We deliver performance reports and detailed letters on portfolio results and market trends to our discretionary management clients.

Insights and analysis

Clients receive regular financial newsletters and expert insights from Desjardins Group economists and external partners to keep them informed on market developments.

Our team

Team

Our team, trained to the highest industry standards, will go the extra mile to help you reach your financial goals. For personalized service, contact our wealth management experts.

people

Jean-François Champoux

CFA®, CPA, CA

Portfolio Manager, Senior Wealth Manager

514-876-4429 This link opens your phone app.

View profile  Jean-François Champoux

Alexandre Brunelle

BSc., FCSI®, GPC, CIM®

Portfolio Manager, Senior Wealth Manager

514-876-4308 This link opens your phone app.

View profile  Alexandre Brunelle

Nicolas Grollier

CIM®

Associate Wealth Management Advisor

514-876-7961 This link opens your phone app.

View profile  Nicolas Grollier

Patricia Cristina Leite

BComm, CSC®, CPH®

Wealth Management Associate

514-253-7649 This link opens your phone app., ext 5887649

Rosalie Berthelot

BBA, CSC®, CPH®

Wealth Management Associate

514-253-7649 This link opens your phone app., ext 5887649

Partners

We work with skilled professionals2 to offer guidance that matches your priorities. Together, we plan and execute strategies to address both your current and future needs.

André Auclair

Notary

Amandine Bourillon

Notary

Geneviève D'amours

Notary

Jérôme Dostie-Bourgault

Senior Tax Advisor

Geneviève Forest

Notary

Patricia Girard

Financial Planner3

Hany Malek

Financial Planner3

Laurent Poirier

Financial Security Advisor4

Vincent Sigouin-Marquins

Financial Planner3

Stéphane Thibault

Senior Tax Advisor

Branch information

Montréal

1 Place Ville-Marie
Suite 1970 
Montreal QC  H3B 0E8
Directions  External link.

Phone
514-876-1441  This link opens your phone app.
1-866-876-1441 This link opens your phone app.

Desjardins Securities is a trade name used by Desjardins Securities Inc. Desjardins ®, Desjardins Wealth Management Securities ™ and related trademarks are trademarks of the Fédération des caisses Desjardins du Québec used under licence. Desjardins Securities Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF). To find out if a person is currently employed by a company regulated by the CIRO, refer to the Advisor Report External link.. CFA® is a registered trademark owned by CFA Institute.Fellow of CSI (FCSI®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc.Chartered Investment Manager (CIM®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc.Canadian Securities Course (CSC®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc.Conduct and Practices Handbook Course (CPH®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc. Investment solutions and discretionary portfolios management service is offered by Desjardins Securities Inc. Your Signature Service turnkey offer also uses other specialists from Desjardins Group. The financing and transaction solutions are provided by Fédération des caisses Desjardins du Québec. Some of the financial planning, tax, trust and estate services can be offered by Desjardins Trust Inc. Desjardins Financial Security Life Assurance Compagny provides life and health insurance, while Desjardins General Insurance Inc. provides property and casualty insurance.Some services are offered through Desjardins Securities Financial Services, caisses or external professionals.Financial planner at Desjardins Financial Services Firm Inc.Through Desjardins Securities Financial Services Inc.