Leblanc Martineau St-Hilaire L'Heureux Group
Desjardins Securities
About us
Our approach
Our approach to helping you is rooted in respect, transparency and care. We believe that listening and understanding are essential for building meaningful relationships. We strive to always be available and genuine.
Our investment philosophy
Our strategy integrates 4 portfolios: concentrated global equity, responsible investment, LMS and high-income. This diversified approach leads to strong performance while being socially responsible, lower risk and tax-efficient.
Community involvement
Our team dedicates several hours every week to various individual commitments and uses our extensive network to support various organizations. Each year, we organize an event to support a different cause.
Our commitment to sustainability
To put our team's commitment into action, we've created a sustainable development and responsible finance plan. The plan integrates environmental, social and governance (ESG) factors into how we manage our work and support our clients.
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
Advisory accounts and discretionary portfolio management
Incorporated companies and professionals
Responsible investment
Communications
Your monthly insights
We like to keep you updated on market trends and provide insights into the performance of your portfolio.
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.
BSc, BBA
Senior Wealth Manager
A graduate in economics and business administration from Université du Québec à Montréal (UQAM), Marc has been a Senior Wealth Manager with Desjardins Securities since 1994.
From 2006 to 2013, he worked as a manager for Desjardins Securities in Montreal. He is currently focusing his efforts on business development and investor relations.
LinkedIn profile External link.
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Stéphane Martineau
CIM®, CPA, CA
Portfolio Manager, Senior Wealth Manager
CIM®, CPA, CA
Portfolio Manager, Senior Wealth Manager
Stéphane, a chartered accountant, has been with Desjardins Securities since 1994, serving as an investment advisor and portfolio manager. His extensive experience and deep knowledge of taxation, financial statement analysis and retirement planning benefit his clients greatly.
In 2008, he earned his Chartered Investment Manager designation, allowing him to provide discretionary management to clients.
LinkedIn profile External link.
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Sébastien St-Hilaire
BSc
Portfolio Manager, Senior Wealth Manager
BSc
Portfolio Manager, Senior Wealth Manager
A graduate in mathematics from Université du Québec à Montréal (UQAM), Sébastien comes from the business world, where he has held a number of management roles, including vice-president of a division of Gesca and director of development for Les Affaires newspaper.
He has now chosen to focus on his main passion—finance—working with Desjardins Securities as both an investment advisor and sales manager. He will use his extensive business experience to benefit clients, focusing on the group's growth and image. He sits on the board of directors of the Society for Arts and Technology.
LinkedIn profile External link.
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Frédéric L'Heureux
MBA, CFA®
Portfolio Manager
MBA, CFA®
Portfolio Manager
Frédéric is a portfolio manager, who holds an MBA from Concordia University and a CFA designation. He joined us from the Caisse de dépôt et placement du Québec, where he had gained significant expertise and knowledge of financial markets.
His exceptional aptitude for analyzing and building portfolios is an invaluable asset to the team and clients.
Jonathan Gravel
CIM®, CIWM®
Associate Wealth Management Advisor
CIM®, CIWM®
Associate Wealth Management Advisor
Jonathan Gravel has more than 15 years' experience in the field, working with entrepreneurs and high-net-worth clients. As a result, he offers top-quality service.
He's been an investment advisor since 2007 and is also a Certified Investment Manager (CIM®). In 2021, he earned the title of Certified International Wealth Manager (CIWM®) from the CSI after completing a training program on strategic wealth management. These qualifications make him a highly valued, multidisciplinary resource for our clients.
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BBA
Associate Wealth Management Advisor
With a bachelor's degree in finance from Université du Québec à Montréal (UQAM), Martin has long been interested in the finance and investment sectors.
He brings over 15 years' experience in business development with financial press, including The Globe and Mail and Journal Les Affaires. His strong interpersonal skills, analytical mindset and commitment to clients make him a valuable team member. Martin has been an associate wealth management advisor since 2017.
LinkedIn profile External link.
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BBA
Assistant Wealth Management Advisor
Since earning her bachelor's degree in finance from Université Laval in 2012, Myriam has worked in the securities industry. She has held various roles, including compliance analyst for both the retail and institutional sectors, and a specialized agent in operations administration at Desjardins Securities.
With this extensive experience, she has a comprehensive understanding of the firm and the securities industry. Committed to providing top-quality customer service, Myriam joined the team as an advisor assistant in January 2018. After completing her training and obtaining the necessary licences, she is now an associate advisor.
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Nicolas Demeulenaere
MSc
Associate Wealth Management Advisor
MSc
Associate Wealth Management Advisor
Passionate about financial markets, Nicolas holds a bachelor's degree in economics from Université de Montréal and a master's degree in finance from HEC Montréal. He started his career as a derivatives analyst at a bank and joined Desjardins Securities in 2016.
With extensive knowledge of portfolio management, he first worked as a compliance advisor and then as a senior advisor in the firm's discretionary management division. Nicolas joined our team as an assistant advisor in 2019.
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Sylvain Brouillette
MSc
Associate Wealth Management Advisor
MSc
Associate Wealth Management Advisor
Sylvain, who has a master's degree in economics from Université de Montréal, joined our team in April 2022. Previously, he had spent 15 years with Desjardins Group as a wealth management advisor.
Known for his analytical skills, he excels at creating financial plans for clients. His commitment to making their projects a reality sets him apart.
He has also helped develop several personal finance workshops and enjoys explaining financial concepts in plain language.
Phone
Marie-Alice Turgeon
BBA
Assistant Wealth Management Advisor
Laurie Limoges
Wealth Management Assistant
Wealth Management Assistant
Madeleine Jalbert
Wealth Management Assistant
514-281-2244 This link opens your phone app., ext 5068161
Branch information
Montreal
1170 Peel Street
Suite 300
Montreal QC H3B 0A9
Directions Lien externe au site.
Phone
514-985-7585 Ce lien ouvre votre application de téléphonie.
1-866-985-7585 Ce lien ouvre votre application de téléphonie.
