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
450-377-7916 Phone number of Frédérick Roy. This link opens your phone app.
BBA, CIM®
Portfolio Manager
Senior Wealth Manager
- Bachelor’s degree in business administration, major in finance, Université du Québec en Outaouais
- Chartered Investment Manager (CIM), Canadian Securities Institute (CSI)
Frédérick is a portfolio manager responsible for analysis and research. Known for his meticulous and rigorous approach, he has been an indispensable part of the team since 2006.
Phone
450-377-7916 Phone number of Frédérick Roy. This link opens your phone app.
Pierre Luc Emond
BBA, F.Pl.
Wealth Manager
450-377-1399 Phone number of Pierre Luc Emond. This link opens your phone app., ext 5021544
BBA, F.Pl.
Wealth Manager
- Bachelor’s degree in accounting, Université du Québec à Trois Rivières
- Certificate in financial planning
- Financial planner designation, Institute of Financial Planning
Pierre Luc is a finance, tax, real estate and portfolio management enthusiast. As a professional, disciplined and committed financial planner, he provides exceptional service for high-net-worth clients.
He oversees business development and supervises his team’s financial planning.
Phone
450-377-1399 Phone number of Pierre Luc Emond. This link opens your phone app., ext 5021544
Izraël Leduc
BBA, F.Pl.
Wealth Manager
450-377-7900 Phone number of Izraël Leduc. This link opens your phone app.
BBA, F.Pl.
Wealth Manager
- Bachelor’s degree in business administration, Université de Sherbrooke
- Certificate in financial planning, Université du Québec à Montréal
- Financial planner designation, Institute of Financial Planning
Bringing extensive experience in financial planning, Izraël oversees business development. He stands out for his strong communication skills, enthusiasm and unwavering professionalism.
Phone
450-377-7900 Phone number of Izraël Leduc. This link opens your phone app.
Catherine Bouchard
BBA, F.Pl., CIWM®, CIM®
Wealth Manager
514-281-0547 Phone number of Catherine Bouchard. This link opens your phone app.
BBA, F.Pl., CIWM®, CIM®
Wealth Manager
Catherine is responsible for business development. With deep expertise in complex financial planning and business transfers, she provides strategic guidance to entrepreneurs. Her in-depth knowledge of family taxation is a key advantage for clients seeking tailored wealth management solutions.
- Certified International Wealth Manager (CIWM) designation
- Chartered Investment Manager (CIM)
- Completed the specialization program Coaching and Advising Entrepreneurs in IPFP (CAE) by the Institute of Financial Planning
LinkedIn profile External link.
Phone
514-281-0547 Phone number of Catherine Bouchard. This link opens your phone app.
Sonia Demers
Associate Wealth Management Advisor
450-377-7925 Phone number of Sonia Demers. This link opens your phone app.
Associate Wealth Management Advisor
Sonia holds the accreditations and qualifications needed to ensure rigorous file management and excellent client relationships.
Active in the securities industry since 1995, she has been a key member of the team since its inception.
She is dedicated to providing exceptional service to her long-standing clients while supporting a growing clientele.
Phone
450-377-7925 Phone number of Sonia Demers. This link opens your phone app.
Nancie Dubuc
BBA
Associate Wealth Management Advisor
450-370-1505 Phone number of Nancie Dubuc. This link opens your phone app.
BBA
Associate Wealth Management Advisor
- Bachelor of business administration, Université du Québec à Montreal
With over 15 years of experience at Desjardins, Nancie is known for her skills, energy and professionalism, making her a trusted partner for clients. She manages client files and ensures top-tier service for a growing clientele.
Phone
450-370-1505 Phone number of Nancie Dubuc. This link opens your phone app.
Josée Gareau
Wealth Management Assistant
450-377-7919 Phone number of Josée Gareau. This link opens your phone app.
Wealth Management Assistant
Phone
450-377-7919 Phone number of Josée Gareau. This link opens your phone app.
Mylène Major
Wealth Management Associate
450-377-6021 Phone number of Mylène Major. This link opens your phone app.
Wealth Management Associate
Phone
450-377-6021 Phone number of Mylène Major. This link opens your phone app.
Pamela Ibrahim
Wealth Management Associate
450-377-2015 Phone number of Pamela Ibrahim. This link opens your phone app.
Wealth Management Associate
Phone
450-377-2015 Phone number of Pamela Ibrahim. This link opens your phone app.
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
Senior Financial Planning Advisor
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 External link.
Phone
514-426-2260 Ce lien ouvre votre application de téléphonie.
1-866-426-2260 Ce lien ouvre votre application de téléphonie.
Valleyfield
825 Monseigneur-Langlois Boulevard
Suite 150
Salaberry-de-Valleyfield QC J6S 1B8
Directions External link.
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.
