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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

Pierre Lacroix

CFA®
Portfolio Manager, Senior Wealth Manager

Martin Bérubé

BBA, CIM®
Wealth Manager

David Desjardins

CAIA®, CFA®
Portfolio Manager, Investment Advisor

Valérie Tremblay

BBA, F.Pl.
Associate Wealth Management Advisor

Nicolas Harvey-Girard

BBA
Associate Wealth Management Advisor

Émilie Tremblay

MSc in Finance
Associate Wealth Management Advisor

Mélanie Gobeil

MBA, BBA, F.Pl.
Associate Wealth Management Advisor

Sébastien Gervais

BBA, F.Pl
Associate Wealth Management Advisor

Jérémie Gagnon

BBA, CFA®
Associate Wealth Management Advisor

Dave Lapointe

MBA, BBA, F.Pl.
Associate Wealth Management Advisor

Caroline Godbout

Assistant Wealth Management Advisor

Jordan Girard

BBA
Assistant Wealth Management Advisor

Mélissa Harvey

Wealth Management Assistant

Sophie Tremblay

Wealth Management Assistant

Sabrina Potvin

BBA
Wealth Management Assistant

Anaïs Girard

Wealth Management Assistant

Marilyn Tremblay

Wealth Management Assistant

Bianka Pilote-Thivierge

Wealth Management Assistant

Michel Lacroix

Wealth Management Assistant

Claudia Fortin

Wealth Management Assistant

Lucie Boily

Wealth Management Assistant

Lily Larouche

Wealth Management Assistant

Alexandra Lavoie 

Wealth Management Assistant

Kéven Grenon-Bouchard

BBA
Wealth Management Assistant

Karelle Vallée

Wealth Management Assistant

Contact us

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.

Desjardins Wealth Management Securities is a trade name used by Desjardins Securities Inc. 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.Chartered Investment Manager (CIM®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc.Chartered Alternative Investment Analyst (CAIA®) is a registered trademark of the Chartered Alternative Investment Analyst Association, Inc.