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
BBA, CIM®, F.Pl., RIAC
Portfolio Manager, Wealth Manager
- Bachelor’s degree in business administration; portfolio manager and financial planner designations
- More than 25 years of experience in financial services
- Accredited member of the Responsible Investment Association
Julie’s professionalism and positive energy make her a highly sought-after expert among investors.
In addition to her work in portfolio research, analysis and implementation, she also handles business development and investor relations.
LinkedIn profile External link.
Phone
RIAC
Wealth Manager
- Completed financial management training at HEC Montréal and has a strong passion for financial markets
- With Desjardins Securities since 2014
- Accredited member of the Responsible Investment Association
With his entrepreneurial background, Alexandre provides valuable insights and solutions tailored to our business clients’ needs. He conducts thorough research and assessments of the companies we choose and assists managers in selecting the right products.
LinkedIn profile External link.
Phone
Jean-Philippe Bonenfant
BBA, CFA®
Portfolio Manager, Wealth Manager
BBA, CFA®
Portfolio Manager, Wealth Manager
- Chartered financial analyst with extensive knowledge of the financial markets, recognized for his professionalism and attention to detail
- Began his career at the Montreal Exchange, where he spent more than 4 years gaining a deep understanding of North American stock markets
Jean-Philippe chose to apply his expertise to help clients manage their investments.
He collaborates closely with colleagues to analyze companies and assist portfolio managers in selecting products, while also contributing to business development and investor relations.
LinkedIn profile External link.
Phone
Véronique St-Georges
BA
Assistant Wealth Management Advisor
450-582-8189 This link opens your phone app., ext 5031315
BA
Assistant Wealth Management Advisor
Véronique joined our team in 2016. She has a bachelor’s in education, a certificate in financial planning and more than 12 years of experience in financial services.
Known for her strong focus on customer service, she serves as an assistant advisor, translating the team’s investment philosophy into actionable investment recommendations for clients. She also handles administrative duties and closely monitors client files.
Véronique enhances client relationships by providing prompt and personalized responses to inquiries, adding significant value to the team’s efforts.
LinkedIn profile External link.
Phone
450-582-8189 This link opens your phone app., ext 5031315
Laurie-Anne Gaudet
BBA
Wealth Management Associate
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.
Mascouche
551 Louis-Blériot Street
Mascouche QC J7K 3C1
Directions External link.
