Girard Advisory 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 Advisory Group's philanthropic funds
This philanthropic fund is an initiative by our portfolio manager 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
Communications
Podcast for clients
Our Portfolio Manager, Jean-François Girard, discusses what’s new in finance and recent transactions in the discretionary management accounts.
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 Phone number of Jean-François Girard. This link opens your phone app.
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
418-693-1234 Phone number of Jean-François Girard. This link opens your phone app.
Valérie Tremblay
BBA, F.Pl.
Associate Wealth Management Advisor
418-693-1234 Phone number of Valérie Tremblay. This link opens your phone app.
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
418-693-1234 Phone number of Valérie Tremblay. This link opens your phone app.
Émilie Tremblay
MSc in Finance
Associate Wealth Management Advisor
418-693-1234 Phone number of Émilie Tremblay. This link opens your phone app.
MSc in Finance
Associate Wealth Management Advisor
Émilie 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.
She also holds a master’s degree in finance and has 10 years of experience working with clients. She uses her analytical skills to help them optimize their finances and tax strategies. She’s highly detail-oriented, patient and transparent.
Phone
418-693-1234 Phone number of Émilie Tremblay. This link opens your phone app.
Sébastien Gervais
BBA, F.Pl, CIM®
Associate Wealth Management Advisor
418-693-1234 Phone number of Sébastien Gervais. This link opens your phone app.
BBA, F.Pl, CIM®
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.
- Bachelor’s in business administration (UQAC)
- Certificate in accounting
- Financial planner designation
- Member of Girard Advisory Group’s investment committee
Phone
418-693-1234 Phone number of Sébastien Gervais. This link opens your phone app.
Jordan Girard
BBA
Associate Wealth Management Advisor
418-693-1234 Phone number of Jordan Girard. This link opens your phone app.
BBA
Associate Wealth Management Advisor
Jordan develops tailored strategies for his clients to help them grow, protect and build their wealth. He’s known for his attentiveness, fostering trusting relationships with his clients and for using a people-centred approach.
Phone
418-693-1234 Phone number of Jordan Girard. This link opens your phone app.
Caroline Godbout
Assistant Wealth Management Advisor
418-693-1234 Phone number of Caroline Godbout. This link opens your phone app.
Assistant Wealth Management Advisor
Caroline joined Desjardins Securities in 2016 and the Girard Advisory 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
418-693-1234 Phone number of Caroline Godbout. This link opens your phone app.
Mélissa Harvey
Wealth Management Associate
418-693-1234 Phone number of Mélissa Harvey. This link opens your phone app.
Wealth Management Associate
Phone
418-693-1234 Phone number of Mélissa Harvey. This link opens your phone app.
Sophie Tremblay
Wealth Management Associate
418-693-1234 Phone number of Sophie Tremblay. This link opens your phone app.
Wealth Management Associate
Phone
418-693-1234 Phone number of Sophie Tremblay. This link opens your phone app.
Sabrina Potvin
BBA
Wealth Management Associate
418-693-1234 Phone number of Sabrina Potvin. This link opens your phone app.
BBA
Wealth Management Associate
Phone
418-693-1234 Phone number of Sabrina Potvin. This link opens your phone app.
Anaïs Girard
Wealth Management Assistant
418-693-1234 Phone number of Anaïs Girard. This link opens your phone app.
Wealth Management Assistant
Phone
418-693-1234 Phone number of Anaïs Girard. This link opens your phone app.
Bianka Pilote-Thivierge
Wealth Management Assistant
418-693-1234 Phone number of Bianka Pilote-Thivierge. This link opens your phone app.
Wealth Management Assistant
Phone
418-693-1234 Phone number of Bianka Pilote-Thivierge. This link opens your phone app.
Karelle Vallée
Wealth Management Assistant
418-693-1234 Phone number of Karelle Vallée. This link opens your phone app.
Wealth Management Assistant
Phone
418-693-1234 Phone number of Karelle Vallée. This link opens your phone app.
Lucie Boily
Wealth Management Assistant
418-693-1234 Phone number of Lucie Boily. This link opens your phone app.
Wealth Management Assistant
Phone
418-693-1234 Phone number of Lucie Boily. This link opens your phone app.
William Bourgeois
Administrative Assistant
418-693-1234 Phone number of William Bourgeois. This link opens your phone app.
Administrative Assistant
Phone
418-693-1234 Phone number of William Bourgeois. This link opens your phone app.
Branch information
Chicoutimi
1700 Talbot Boulevard
Suite 201
Chicoutimi QC G7H 7Z4
Directions External link.
Phone
418-693-0207 This link opens your phone app.
1-800-232-0207 This link opens your phone app.
