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
- 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.
François Marcoux
BBA, CIM®
Portfolio Manager and Wealth Manager
418-659-8544 Phone number of François Marcoux. This link opens your phone app.
BBA, CIM®
Portfolio Manager and Wealth Manager
- Bachelor’s degree in business administration, major in finance, Université du Québec à Trois-Rivières
- Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute (CSI)
- With Desjardins Securities since 2004
François brings valuable experience from his previous role as a manager in a manufacturing company, giving him a deep understanding of the organizational challenges faced by our business clients.
With expertise in North American equity and government bond markets, he provides balanced portfolio management that minimizes volatility while maximizing returns.
Passionate and attentive, François listens to clients, ensuring he understands their needs. Supported by a multidisciplinary team, he delivers practical and effective solutions to help clients achieve their financial goals.
Phone
418-659-8544 Phone number of François Marcoux. This link opens your phone app.
Frédéric Fortin
Master of Project Management, CIM®, CPA
Portfolio Manager and Wealth Manager
418-659-8535 Phone number of Frédéric Fortin. This link opens your phone app.
Master of Project Management, CIM®, CPA
Portfolio Manager and Wealth Manager
- Master’s degree in project management
- Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute (CSI)
- Member of the Quebec CPA Order
- Joined Desjardins Securities in 2007
With expertise in company analysis and extensive knowledge of the stock and bond markets, Frédéric uses advanced technological tools to identify good market opportunities.
His inquisitive, analytical mind allows him to simplify complex economic and financial concepts for all. Client satisfaction is central to his approach, with a focus on clear, effective solutions.
Phone
418-659-8535 Phone number of Frédéric Fortin. This link opens your phone app.
Jean-Michel Breton
BBA, F.Pl.
Wealth Manager
418-650-6350 Phone number of Jean-Michel Breton. This link opens your phone app.
BBA, F.Pl.
Wealth Manager
- Bachelor of business administration, major in financial services, Université Laval
- Financial planner designation from the Institut québecois de planification financière
- Has worked in the financial industry since 2010
Jean-Michel started his career as a financial planner at a firm exclusively serving Canadian physicians.
His strong knowledge of taxes and retirement planning helps our clients reach their financial goals. He customizes each financial plan to meet the unique needs of every client by thoroughly analyzing their financial situation.
Attentive, thoughtful and consistent, Jean-Michel knows how to explain his ideas clearly to both clients and team members.
Voir sur LinkedIn Lien externe au site.
Phone
418-650-6350 Phone number of Jean-Michel Breton. This link opens your phone app.
Renée-Claude Jacques
Wealth Manager
418-650-6350 Phone number of Renée-Claude Jacques. This link opens your phone app., ext 5025345
Wealth Manager
- Certificate in Advanced Investment Advice from the Canadian Securities Institute (CSI)
- With Desjardins since 2010
Attentive and dedicated, Renée-Claude is responsible for portfolio management and business development, as well as guiding our clients on their journey to retirement.
With a career in the financial sector since 1998, she brings extensive experience, organization skills and leadership abilities to the team, making her an invaluable asset in managing human resources and streamlining administrative processes.
Phone
418-650-6350 Phone number of Renée-Claude Jacques. This link opens your phone app., ext 5025345
Julie Duclos
F.Pl.
Associate Wealth Management Advisor and Investment Advisor
418-656-3651 Phone number of Julie Duclos. This link opens your phone app.
F.Pl.
Associate Wealth Management Advisor and Investment Advisor
Julie is known for her hard work and her ability to explain complex investment concepts in plain language. For her, building a strong relationship with clients is essential to providing personalized support.
Phone
418-656-3651 Phone number of Julie Duclos. This link opens your phone app.
Jacinthe Chatigny
Wealth Management Associate
418-650-6350 Phone number of Jacinthe Chatigny. This link opens your phone app., ext 5025212
Wealth Management Associate
Phone
418-650-6350 Phone number of Jacinthe Chatigny. This link opens your phone app., ext 5025212
Florence M. Cloutier
BBA
Wealth Management Associate
418-650-6350 Phone number of Florence M. Cloutier. This link opens your phone app., ext 5025285
BBA
Wealth Management Associate
Phone
418-650-6350 Phone number of Florence M. Cloutier. This link opens your phone app., ext 5025285
Marylène Simard
Wealth Management Assistant
418-650-6350 Phone number of Marylène Simard. This link opens your phone app., ext 5025712
Wealth Management Assistant
Phone
418-650-6350 Phone number of Marylène Simard. This link opens your phone app., ext 5025712
Cindy Frigault
Wealth Management Assistant
418-650-6350 Phone number of Cindy Frigault. This link opens your phone app., ext 5025260
Wealth Management Assistant
Phone
418-650-6350 Phone number of Cindy Frigault. This link opens your phone app., ext 5025260
Partners
We work with skilled professionals
André Auclair
Notary
Amandine Bourillon
Notary
Alain Chevalier
Business Transfer Coach
Geneviève D'Amours
Notary
Geneviève Forest
Senior Financial Planning Advisor
Audréanne Leblanc
Financial Planner
Jeffrey Morrow
Financial Security Advisor
Branch information
Sainte-Foy
Place de la Cité – PwC Tower
2640 Laurier Boulevard
Suite 1400
Sainte-Foy QC G1V 5C2
Directions External link.
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.
