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
CFA®
Portfolio Manager, Senior Wealth Manager
Jean-François co-founded the Girard Lacroix Group. He has more than 20 years' experience in portfolio management and finance. In 2005, he developed the business model we still use today.
He's a natural entrepreneur and seasoned market expert, responsible for overseeing investment strategy, trading and business development.
LinkedIn profile External link.
Phone
Pierre Lacroix
CFA®
Portfolio Manager, Senior Wealth Manager
CFA®
Portfolio Manager, Senior Wealth Manager
Pierre has been with Desjardins since 1998. He joined the Girard Lacroix Group in 2014 as a partner and portfolio manager.
Previously, he served as Assistant Chief of Research and an analyst specializing in infrastructure and diversified industries at Desjardins Securities.
Within our team, he's in charge of investment strategy, trading and business development.
LinkedIn profile External link.
Phone
BBA, CIM®
Wealth Manager
Martin joined the team in 2009 and became a partner in 2017. He has more than 25 years' experience in the financial services industry.
He helps optimize clients' financial strategies while ensuring they receive the highest quality service. In addition to managing business development, he plays a key role in creating investment strategies and making trading decisions.
LinkedIn profile External link.
Phone
Valérie Tremblay
BBA, F.Pl.
Associate Wealth Management Advisor
BBA, F.Pl.
Associate Wealth Management Advisor
Valérie joined Desjardins Securities in 2010 after 4 years as an advisor in the Desjardins caisse network.
With a BBA and a certification in financial planning, she develops tailored financial and tax strategies to help clients achieve their goals.
Phone
Émilie Tremblay
MSc in Finance
Associate Wealth Management Advisor
MSc in Finance
Associate Wealth Management Advisor
Émilie joined the Girard Lacroix Group in May 2016.
She holds a master's degree in administration with a specialization in finance from Université de Sherbrooke. Her role is to help young professionals and the next generation of investors develop effective financial and tax strategies.
Phone
Mélanie Gobeil
MBA, BBA, F.Pl.
Associate Wealth Management Advisor
MBA, BBA, F.Pl.
Associate Wealth Management Advisor
Mélanie has been part of the financial services industry since 2001. She became a valued member of our team in 2017.
A certified financial planner with an MBA, Melanie specializes in helping clients optimize their financial and tax strategies.
Phone
Sébastien Gervais
BBA, F.Pl
Associate Wealth Management Advisor
BBA, F.Pl
Associate Wealth Management Advisor
Sébastien has worked in the financial services industry since 2005 and joined Desjardins Securities in 2020.
A financial planner with a degree in business administration, he implements financial and tax strategies tailored to each client's priorities.
Phone
Dave Lapointe
MBA, BBA, F.Pl.
Associate Wealth Management Advisor
MBA, BBA, F.Pl.
Associate Wealth Management Advisor
Dave has been working in financial services since 2007 and joined the team in 2022.
He has an MBA and is a certified financial planner. He helps our clients optimize their financial strategies.
Phone
Assistant Wealth Management Advisor
Caroline joined Desjardins Securities in 2016 and the Girard Lacroix Group in 2019.
She is currently completing her bachelor's degree in business administration at Université du Québec à Chicoutimi, driven by her desire to deepen her knowledge and provide exceptional service to clients.
With her constant smile and energetic approach, she takes pride in listening to clients and helping advisors with their work.
Phone
BBA
Assistant Wealth Management Advisor
Jordan joined the Girard Lacroix Group in 2021 and plays a key role in supporting our advisors with a variety of tasks.
Known for his positivity and attentiveness, he provides proactive and reliable services.
Phone
Branch information
Chicoutimi
1700 Talbot Boulevard
Suite 201
Chicoutimi QC G7H 7Z4
Directions Lien externe au site.
Phone
418-693-0207 This link opens your phone app.
1-800-232-0207 This link opens your phone app.
What sets us apart
Excellence accreditation
The Excellence Accreditation shows that our investment advisors meet the highest quality standards.
