What sets the team apart
The investment advisors on Team Roy, Émond and Leduc take a personalized and innovative approach to wealth and portfolio management.
Our specialists can give you peace of mind by managing your wealth with the most effective savings and investment strategies.
Our specialists can give you peace of mind by managing your wealth with the most effective savings and investment strategies.
Our approach
Build, manage and transfer your wealth
Whatever stage of life you're in, Team Roy, Émond and Leduc at Desjardins Securities can offer you a complete range of wealth and portfolio management products and services.
From the first meeting, a bond of trust is forged. Constantly listening to you to clearly identify your needs is the cornerstone of a profitable relationship with an experienced investment advisor.
A wealth management professional must always make sure you fully understand all the issues related to your file before consenting to the customized plan proposed to you. Honest communication and transparency are a must throughout the process.
For the members of our team, financial planning is as important as portfolio management, because their approach is geared toward long-term success.
Our investment advisors aim to achieve superior returnsnote de bas de page 1 while minimizing volatility. Discipline and sound risk control enable you to obtain a value-added service at the best possible cost.
Social Commitment
For many years now, Team Roy, Émond and Leduc has contributed to many fundraising campaigns and supported various organizations. More than $200,000 has been allocated to special projects in the Suroît region.
Just like Team Martin Bray, Team Roy, Émond and Leduc supports organizations that help children and youth, specifically the Montreal Canadiens Children's Foundation, which strives to encourage kids to adopt healthy lifestyles and play sports.
Frédérick Roy is registered as a portfolio manager with self-regulatory organizations. He is authorized under IIROC Regulation 1300 to make investment decisions and to give advice on securities for managed accounts. With the exception of Frédérick Roy, no member of Team Roy, Émond and Leduc may exercise discretionary authority with respect to a client’s account or approve discretionary orders for a managed account, or participate in the formulation of investment decisions made on behalf of a managed account or advice given with regard to a managed account.