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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 services1.

Our team’s specialties

Discretionary portfolio management

Incorporated companies and professionals

Our team

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

Pierre Luc Emond

BBA, F.Pl.
Wealth Manager

Izraël Leduc

BBA, F.Pl.
Wealth Manager

Catherine Bouchard

BBA, F.Pl., CIWM®
Wealth Manager

Sonia Demers

Associate Wealth Management Advisor

Nancie Dubuc

BBA
Associate Wealth Management Advisor

Josée Gareau

Wealth Management Assistant

Mylène Major

Wealth Management Associate

Pamela Ibrahim

Wealth Management Associate

Partners

We work with skilled professionals2 to offer guidance that matches your priorities. Together, we plan and execute strategies to address both your current and future needs.

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 Advisor3

Sonia Jolette

Financial Security Advisor4

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.

West Island

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.

Desjardins Securities is a trade name used by Desjardins Securities Inc. Desjardins ®, Desjardins Wealth Management Securities and related trademarks are trademarks of the Fédération des caisses Desjardins du Québec used under licence. Desjardins Securities Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF). To find out if a person is currently employed by a company regulated by the CIRO, refer to the Advisor Report External link.. Chartered Investment Manager (CIM®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc.Certified International Wealth Manager (CIWM®) is a registered trademark of AZEK AG. Investment solutions and discretionary portfolios management service is offered by Desjardins Securities Inc. Your Signature Service turnkey offer also uses other specialists from Desjardins Group. The financing and transaction solutions are provided by Fédération des caisses Desjardins du Québec. Some of the financial planning, tax, trust and estate services can be offered by Desjardins Trust Inc. Desjardins Financial Security Life Assurance Company provides life and health insurance, while Desjardins General Insurance Inc. provides property and casualty insurance.Some services are offered through Desjardins Securities Financial Services, caisses or external professionals.Financial planner at Desjardins Financial Services Firm Inc.Through Desjardins Securities Financial Services Inc.