Girard Lacroix Group
Desjardins Securities
About us
Our approach
Respect and rigour are at the core of our values. Our close relationship with you helps us understand your needs and provide personalized support. We are guided by ethical and responsible principles in all that we do.
Our investment philosophy
Our global investment approach is designed to deliver diversified strategies that optimize returns while carefully managing risk. Our primary focus is to preserve your capital and help you achieve the goals outlined in your personal financial roadmap.
Community involvement
Our team has been committed to the community for many years, actively supporting numerous regional foundations dedicated to advancing global health. We proudly dedicate our time and resources to the following causes: Fondation de ma vie External link. (site in French only), CIUSSS du Saguenay–Lac-Saint-Jean External link., Fondation Vivre ma santé mentale External link. (site in French only), Fondation d’études Desjardins des Saguenéens External link. (site in French only) and the Montreal Canadiens Children's Foundation External link..
Girard Lacroix Group's philanthropic funds
This philanthropic fund is an initiative by our portfolio managers to give back to the community. Profits generated from analyzing our clients' insurance needs are contributed to this fund. The team thoughtfully selects organizations or foundations to support, enabling them to make a meaningful impact on causes they deeply care about.
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 services.
Our team’s specialties
Discretionary portfolio management
Corporations, NPOs, limited partnerships, trusts and individual pension plans
Fixed-income investments and global equities
Our 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.
Jean-François Girard
CFA®
Portfolio Manager, Senior Wealth Manager
418-693-1234 This link opens your phone app., ext. 5072003
Pierre Lacroix
CFA®
Portfolio Manager, Senior Wealth Manager
418-693-1234 This link opens your phone app., ext. 5072022
David Desjardins
CAIA®, CFA®
Portfolio Manager, Investment Advisor
418-693-1234 This link opens your phone app., ext. 5072089
Valérie Tremblay
BBA, F.Pl.
Associate Wealth Management Advisor
418-693-1234 This link opens your phone app., ext. 5072013
Nicolas Harvey-Girard
BBA
Associate Wealth Management Advisor
418-693-1234 This link opens your phone app., ext. 5072012
Émilie Tremblay
MSc in Finance
Associate Wealth Management Advisor
418-693-1234 This link opens your phone app., ext. 5072030
Mélanie Gobeil
MBA, BBA, F.Pl.
Associate Wealth Management Advisor
418-693-1234 This link opens your phone app., ext. 5072055
Sébastien Gervais
BBA, F.Pl
Associate Wealth Management Advisor
418-693-1234 This link opens your phone app., ext. 5072014
Jérémie Gagnon
BBA, CFA®
Associate Wealth Management Advisor
418-693-1234 This link opens your phone app., ext. 5072024
Dave Lapointe
MBA, BBA, F.Pl.
Associate Wealth Management Advisor
418-693-1234 This link opens your phone app., ext. 5102836
Caroline Godbout
Assistant Wealth Management Advisor
418-693-1234 This link opens your phone app., ext. 5072056
Jordan Girard
BBA
Assistant Wealth Management Advisor
418-693-1234 This link opens your phone app., ext. 5072058
Sophie Tremblay
Wealth Management Assistant
418-693-1234 This link opens your phone app., ext. 5072011
Sabrina Potvin
BBA
Wealth Management Assistant
418-693-1234 This link opens your phone app., ext. 5072049
Marilyn Tremblay
Wealth Management Assistant
418-693-1234 This link opens your phone app., ext. 5072008
Bianka Pilote-Thivierge
Wealth Management Assistant
418-693-1234 This link opens your phone app., ext. 5072081
Lily Larouche
Wealth Management Assistant
Alexandra Lavoie
Wealth Management Assistant
418-693-1234 This link opens your phone app., ext. 5072068
Kéven Grenon-Bouchard
BBA
Wealth Management Assistant
418-693-0207 This link opens your phone app., ext. 5072008
Contact us
What sets us apart
Excellence Accreditation
The Excellence Accreditation shows that our investment advisors meet the highest quality standards.