Roy Émond Leduc Team
Desjardins Securities
About us
Our approach
Our team stands out for its personalized and innovative approach, designed to help you and your family achieve your financial goals. We build trust through transparent, professional and efficient financial and estate planning.
Our investment philosophy
Our philosophy is built on 2 core principles: rigour and discipline. With a focus on risk management, prudence and attention to detail, we seize opportunities to drive both short- and long-term performance. We take a holistic, 360° approach to every client relationship.
Community involvement
Every year, our team actively contributes to the community by making a significant donation to support multiple sclerosis research. We also participate in a benefit dinner organized by caisse de Salaberry-de-Valleyfield. We take part in the annual race held by Fondation des Ressources Alternatives du Sud-Ouest (site in French only) External link.. Through donations and fundraisers, we support Salaberry-de-Valleyfield’s rotary club (site in French only) External link. and the Rotary Foundation External link..
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
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.
Frédérick Roy
BBA, CIM®
Portfolio Manager, Senior Wealth Manager
Catherine Bouchard
BBA, F.Pl., CIWM®
Wealth Manager
Partners
We work with skilled professionals
André Auclair
Notary
Amandine Bourillon
Notary
Alain Chevalier
Business Transfer Coach
Geneviève D'amours
Notary
Jérôme Dostie-Bourgault
Senior Tax Advisor
Geneviève Forest
Notary
Sonia Jolette
Financial Security Advisor
Stéphane Thibault
Senior Tax Advisor
Branch information
Pointe-Claire
1 Holiday Avenue, West Tower
Suite 500
Pointe-Claire QC H9R 5N3
Directions Lien externe au site.
Phone
514-426-2260 Ce lien ouvre votre application de téléphonie.
1-866-426-2260 Ce lien ouvre votre application de téléphonie.
Salaberry-de-Valleyfield
825 Monseigneur-Langlois Boulevard
Suite 150
Salaberry-de-Valleyfield QC J6S 1B8
Directions Lien externe au site.
Phone
450-377-2015 Ce lien ouvre votre application de téléphonie.
1-800-925-3053 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.
