Lafrenière Bellerose Team
Desjardins Securities
About us
Our approach
We prioritize personalized relationships built on integrity, active listening and respect for your goals. Our rigorous and disciplined methodology ensures we address your needs by providing regular, detailed updates on your portfolio.
Our investment philosophy
Our philosophy is value-driven. We constantly seek out undervalued opportunities aligned with your financial objectives. We invest in companies with strong performance and solid fundamentals, ensuring your capital is backed by sound business practices. Our focus is on delivering optimal returns while managing volatility.
Community involvement
Our commitment to making a positive impact on the community is evident in our contributions to various organizations and the active involvement of our team members in the Lanaudière region. We are proud supporters of the Montreal Canadiens Children’s Foundation, which promotes physical activity and fosters healthy lifestyle habits among young people in underprivileged areas of Quebec.
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
Incorporated companies and professionals
Comprehensive tax planning
Communications
Transaction report
Every month, we send our clients a report on our investment decisions.
Quarterly statement
Every quarter, clients receive a comprehensive summary of market activity, updates on portfolio holdings, and our insights on market trends.
Our team
- Team
- Partners
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.
Julie Lafrenière
BBA, CIM®, F.Pl., RIAC
Portfolio Manager, Wealth Manager
Jean-Philippe Bonenfant
BBA, CFA®
Portfolio Manager, Wealth Manager
Véronique St-Georges
BA
Assistant Wealth Management Advisor
450-582-8189 This link opens your phone app., ext. 5031315
Laurie-Anne Gaudet
BBA
Wealth Management Assistant
450-682-5858 This link opens your phone app., ext. 5131165
Partners
We work with skilled professionals
André Auclair
Notary
Amandine Bourillon
Notary
Alain Chevalier
Business Transfer Coach
Geneviève D'amours
Notary
Claude Desautels
Financial Security Advisor
Jérôme Dostie-Bourgault
Senior Tax Advisor
Geneviève Forest
Notary
Sonia Jolette
Financial Security Advisor
Guillaume Lalonde
Senior Advisor and Business Transfer Coach
Hany Malek
Financial Planner
Stéphane Thibault
Senior Tax Advisor
Branch information
Notre-Dame-des-Prairies
447 Route 131
Notre-Dame-des-Prairies QC J6E 0M1
Directions Lien externe au site.
Phone
450-759-4118 Ce lien ouvre votre application de téléphonie.
1-866-759-4118 Ce lien ouvre votre application de téléphonie.
