Our team

Mission

With their thorough, structured and effective approach, Team Roy, Émond and Leduc at Desjardins Securities can provide you and your family with highly personalized wealth and portfolio management solutions that meet your financial needs at every stage of your lives.

Team Roy, Émond and Leduc

Team Roy, Émond and Leduc has provided the Greater Montreal area with reliable, expert services for many years.

Markets change constantly, much like the world in which we live. They therefore need to be monitored closely. It is imperative to master all the new tools needed to anticipate major global trends and capitalize on the best opportunities at the right time.

Led by an experienced and highly praised manager, the experts on Team Roy, Émond and Leduc are fully qualified to find solutions perfectly suited to your needs.

  • Frédérick Roy BBA, CIM®

    Portfolio Manager, Senior Wealth Manager

    • Bachelor's degree in business administration, finance major, Université du Québec en Outaouais
    • Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute

    Mr. Roy is a portfolio manager and responsible for the analysis and research work. His meticulous and rigorous approach make his contribution indispensable to the work done by the Team, of which he has been a member since 2006.

  • Pierre Luc Emond BBA, F. Pl

    Wealth Manager

    • Bachelor’s degree in accounting (BBA) from Université du Québec à Trois-Rivières (UQTR)
    • Certificate in financial planning
    • Financial planner recognized by the Institut québécois de planification financière (IQPF)

    Pierre Luc Émond is a finance, tax, real estate and portfolio management enthusiast. As a financial planner with Desjardins, he provides exceptional service for high-net-worth clients.

    He’s professional, disciplined and committed.

    He oversees business development and supervises his team’s financial planning.

  • Izraël Leduc BBA, F. Pl

    Wealth Manager

    • Bachelor of Business Administration from the Université de Sherbrooke
    • Certificate in Financial Planning from the Université du Québec à Montréal (UQAM)
    • Financial planner from the Institut québécois de planification financière (IQPF)

    Within our team M. Leduc is responsible for business development. With his vast experience in financial planning, he also stands out for his communication skills, his dynamism and his unfailing professionalism.



  • Sonia Demers

    Associate Wealth Management Advisor

    Ms. Demers holds the accreditations and qualifications required for rigorous monitoring of files, bringing added value to customer relations.

    She has worked in the securities field since 1995 and has been a member of the team since it was created.

    Her responsibilities include monitoring files for long-time loyal clients and providing excellent service to a growing clientele.

  • Nancie Dubuc BBA

    Associate Wealth Management Advisor

    • Bachelor of Business Administration, Université du Québec à Montréal

    Nancie has more than 15 years of experience at  Desjardins. Her skills, energy and professionalism have made her a trusted partner. She is responsible for client files and for providing top-notch service to a growing clientele. 

  • Josée Gareau

    Wealth Management Assistant

    Ms. Gareau has extensive experience in the customer service field, especially with the Mouvement Desjardins. She joined the Team in 2011.

    Her role is to provide administrative support to the team. She shows a quick grasp of clients' requests and concerns and can respond or direct them promptly to the people concerned.

  • Mylène Major

    Wealth Management Associate

    With Desjardins since 2011, Mylène already has several years of experience in financial services. As part of our team, she provides operational and administrative support to wealth managers.

  • Alain Chevalier MBA, F. Pl

    Business Transfer Coach

    Collaborator | Desjardins Securities Inc.

    Alain Chevalier has over 45 years of experience in the banking industry. He has held different positions within companies involved in financial planning and advisory services.

    By drawing on a coaching approach, he has been able to give a human dimension to his financial planning knowledge, and he has supported more than 1,000 business owners reflect on and carry out their plans to transfer or sell their business. Positioning himself as a coach, he works to ensure that all parties involved can collaborate to achieve a common goal.

  • Catherine Bouchard BBA, F. Pl

    Financial Planner

    Collaborator | Desjardins Trust Inc.

    Catherine has a bachelor of business administration in finance from Université de Sherbrooke, a certificate in financial planning from Université du Québec à Montréal and a diploma from the Institute of Financial Planning. A dedicated, enthusiastic professional and active listener, she excels at complex financial planning for entrepreneurs. Her mission is to offer made-to-measure solutions that make members' and clients' lives easier and help them achieve their financial goals.

  • Sonia Jolette

    Financial Security Advisor

    Collaborators | Desjardins Securities Financial services inc.

    Sonia has over 27 years of experience in the financial industry, including several years as a partner in her own financial services firm, creating and developing a high-quality brokerage services. Sonia has been with Desjardins since 2013 and continues her mission of implementing financial strategies aimed at protecting and maximizing the wealth of her clients. Serving clients stand out from her listening skills, expertise and disciplined approach, providing tailored solutions that address their needs and concerns. Sonia leverages her skills, professionalism, professionalism and authenticity to put client first in her recommendations. 

  • Équipe de notaires

    Collaborators | Desjardins Wealth Management

    GENEVIÈVE FOREST

    Geneviève Forest is a notary and serves as a senior estate planning advisor at Desjardins Wealth Management.

     

    GENEVIÈVE D’AMOURS

    Geneviève D'Amours, who has been a notary since 2009, serves as a senior estate planning advisor at Desjardins Wealth Management.

     

    AMANDINE BOURILLON, D.S.N.

    Amandine Bourillon has completed studies in notarial law in both France and Quebec and is a senior estate planning advisor at Desjardins Wealth Management.

     

    ANDRÉ AUCLAIR

    André Auclair is a notary and serves as a senior estate planning advisor at Desjardins Wealth Management.

     

    CATHERINE BEAUCHAMP

    Catherine Beauchamp is a notary and is currently a team leader and senior estate planning advisor at Desjardins Wealth Management.

  • Équipe de conseillers principaux en fiscalité

    Collaborators | Wealth Management

    Jérôme Dostie-Bourgault

    A lawyer by trade for over 10 years, Jérôme specialized in international taxation with a global professional services firm. He quickly turned his attention to individuals facing challenges abroad—particularly in the United States—whether in business or not.

    Mathieu Pelletier

    Mathieu has a master's degree in taxation and has been working as a tax specialist since 2016 after many years as a financial planner at Desjardins. As a tax specialist, Mathieu has helped business owners with every aspect of their business journey, from the earliest stages to the end of their career, including the sale or transfer of their business.

    Stéphane Thibault

    Stéphane is a chartered professional accountant with a master's degree in tax law. Over the last 15 years, he's gained solid expertise in Canadian and Quebec taxation. He developed in-depth knowledge of tax rules for individuals and businesses, as well as investment, savings and retirement vehicles.

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