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Marcoux Fortin Team

Desjardins Securities

About us 

Our approach

Our team is known for being accessible, trustworthy and straightforward. Our mission is to make financial markets easier to understand, empowering you to make informed decisions. You can rely on us to handle key responsibilities with the utmost professionalism and care. Whatever your needs, you can count on us for objective, thorough and dedicated support.

Our investment philosophy

Long-term success starts with managing portfolio volatility. We focus on companies with attractive valuations, strong management and growth potential—eliminating those with limited upside. A measured, strategic approach is our foundation for balancing income, capital appreciation and stability.

Community involvement

Since 2003, Desjardins Securities has proudly served as a frontline partner of the Montreal Canadiens Children's Foundation External link.. The foundation promotes physical activity and fosters healthy lifestyle habits among young people in underprivileged areas of Quebec. Supporting this meaningful cause is a privilege we deeply value.

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

Healthcare professionals

Direct ownership of large-cap global equities, and Canadian provincial bonds

Communications

Monthly financial newsletter

We send our clients a summary of the stock and bond market situation, as well as our positioning within our portfolio.

Our team

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.

François Marcoux

BBA, CIM®
Portfolio Manager, Wealth Manager

Frédéric Fortin

Master of Project Management, CIM®, CPA
Portfolio Manager, Wealth Manager

Jean-Michel Breton

BBA, F.Pl.
Wealth Manager

Renée-Claude Jacques

Wealth Manager

Jacinthe Chatigny

Wealth Management Associate

Florence M. Cloutier

BBA
Wealth Management Associate

Marylène Simard

Wealth Management Assistant

Cindy Frigault

Wealth Management Assistant

Partners

We work with skilled professionals1 to offer guidance that matches your priorities. Together, we plan and execute strategies to address both your current and future needs.

André Auclair

Notary

Amandine Bourillon

Notary

Alain Chevalier

Business Transfer Coach

Geneviève D'amours

Notary

Geneviève Forest 

Notary

Audréanne Leblanc

Financial Planner2

Jeffrey Morrow

Financial Security Advisor3

Branch information

Sainte-Foy 

Place de la Cité – PwC Tower
2640 Laurier Boulevard
Suite 1400
Sainte-Foy QC  G1V 5C2

Directions  Lien externe au site.

Phone

418-650-6350 Ce lien ouvre votre application de téléphonie.

1-800-361-6006 Ce lien ouvre votre application de téléphonie.

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.. Chartered Investment Manager (CIM®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc. Some services are offered through Desjardins Securities Financial Services, caisses or external professionals.Financial planner at Desjardins Financial Services Firm Inc.Through Desjardins Securities Financial Services Inc.