Proulx Roy Team
Desjardins Securities
About us
Our approach
When it comes to managing your investments, we treat you like family. Our service offer is comprehensive and adapted to our clients’ real needs. We act with rigour when managing your investments.
Our investment philosophy
We seek a suitable balance between asset diversification and returns. We manage your investments responsibly and transparently. We’re committed to developing an investment policy statement tailored to your profile and ensuring a well-diversified asset allocation.
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
Mutual funds and exchange-traded funds (ETFs)
High-interest savings accounts (HISAs)
Guaranteed Investment Certificates (GICs)
Our 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.
Martin Proulx
BBA, FCSI®, CIM®, F.Pl.
Senior Wealth Manager
450-671-7334 Phone number of Martin Proulx. This link opens your phone app.
BBA, FCSI®, CIM®, F.Pl.
Senior Wealth Manager
Martin has over 20 years of experience in the financial industry. A wealth manager at Desjardins Securities since 2003, he holds the Chartered Investment Manager designation and the Fellow of the Canadian Securities Institute—Canada’s most respected credential in financial services. He’s also a certified financial planner through the Institute of Financial Planning.
As a seasoned wealth manager, Martin is responsible for developing tailored investment strategies for our clients.
Responsibilities
- Investment management
- Portfolio review
- Financial and retirement planning
Phone
450-671-7334 Phone number of Martin Proulx. This link opens your phone app.
Angella Roy
BBA, F.Pl.
Senior Wealth Manager
450-671-6626 Phone number of Angella Roy. This link opens your phone app.
BBA, F.Pl.
Senior Wealth Manager
Angella has a bachelor of business administration with a finance specialization and a certificate in financial planning. She has worked for Desjardins Group for more than 25 years. Her extensive industry experience helps her instill great trust in her clients.
She’s responsible for business development and Desjardins caisse network relations. She ensures that the strategies set out in investment policy statements are implemented and is also involved in periodic portfolio reviews.
Responsibilities
- Assisting clients using a tailored advisory approach
- Implementing the strategies set out in investment policy statements
- Periodic portfolio review
Phone
450-671-6626 Phone number of Angella Roy. This link opens your phone app.
Samuel Bleau
BBA
Assistant Wealth Management Advisor
450-671-6788 Phone number of Samuel Bleau. This link opens your phone app.
BBA
Assistant Wealth Management Advisor
Samuel joined Desjardins in 2022. He holds a BBA with a specialization in financial markets from HEC Montréal and is currently a Level II candidate in the CFA® Program, demonstrating his commitment to earning one of the most respected designations in the investment industry.
Passionate about finance and known for his keen attention to detail, Samuel is dedicated to delivering exceptional service. His energy, collaborative mindset, and professionalism make him a valuable asset to the team and enable him to meet the diverse needs of his clients.
Responsibilities
- Customer service
- Executing transactions
- Reviewing investment portfolios and financial strategies
- Supporting portfolio managers
- Business development
Phone
450-671-6788 Phone number of Samuel Bleau. This link opens your phone app.
Alexis Blain Bernier
Assistant Wealth Management Advisor
450-671-6788 Phone number of Alexis Blain Bernier. This link opens your phone app.
Assistant Wealth Management Advisor
Alexis is energetic, dedicated, and results-driven. With several years of experience in finance—including three at Desjardins—he is currently pursuing the CIM and FCSI designations to further deepen his expertise. He has a strong grasp of the markets and communicates financial concepts clearly and simply.
Within the team, he supports wealth managers and handles administrative tasks with precision. Methodical, analytical, and approachable, Alexis is committed to delivering timely, high-quality service to every client.
Responsibilities
- Customer service
- Scheduling meetings
- Business development
- Executing transactions
- Supporting portfolio managers
Phone
450-671-6788 Phone number of Alexis Blain Bernier. This link opens your phone app.
Gabriel Lemay
Assistant Wealth Management Advisor
450-671-6788 Phone number of Gabriel Lemay. This link opens your phone app.
Assistant Wealth Management Advisor
Gabriel joined Desjardins Group in 2018 and has been part of Desjardins Securities since 2024. He brings over 20 years of experience in customer service, including 8 years as a wealth management advisor, offering clients personalized and thorough support.
He holds a certificate in business administration from Université Laval and has successfully completed the Canadian Securities Course (CSC®) and the Conduct and Practices Handbook Course (CPH®).
Gabriel’s professionalism, attention to detail, and strong analytical skills allow him to deliver a comprehensive wealth management experience to our clients.
Responsibilities
- Customer service
- Executing transactions
- Business development
- Updating investment portfolios and strategies
- Supporting portfolio managers
Phone
450-671-6788 Phone number of Gabriel Lemay. This link opens your phone app.
Claudiana Termidor
BSc
Wealth Management Associate
450-671-6788 Phone number of Claudiana Termidor. This link opens your phone app.
BSc
Wealth Management Associate
Phone
450-671-6788 Phone number of Claudiana Termidor. This link opens your phone app.
Sophie Turcotte
Wealth Management Assistant
450-671-6788 Phone number of Sophie Turcotte. This link opens your phone app.
Wealth Management Assistant
Phone
450-671-6788 Phone number of Sophie Turcotte. This link opens your phone app.
Marie-Soleil Corbeil-Tourangeau
Wealth Management Assistant
450-671-6788 Phone number of Marie-Soleil Corbeil-Tourangeau. This link opens your phone app.
Wealth Management Assistant
Phone
450-671-6788 Phone number of Marie-Soleil Corbeil-Tourangeau. This link opens your phone app.
Branch information
Brossard
2000 De l’Éclipse Street
11th Floor
Brossard QC J4Z 0S2
Directions External link.
Phone
450-671-6788 Ce lien ouvre votre application de téléphonie.
1-888-883-4588 Ce lien ouvre votre application de téléphonie.
