Leblanc Martineau St-Hilaire L'Heureux Group
Desjardins Securities
About us
Our approach
Our approach to helping you is rooted in respect, transparency and care. We believe that listening and understanding are essential for building meaningful relationships. We strive to always be available and genuine.
Our investment philosophy
Our strategy integrates 4 portfolios: concentrated global equity, responsible investment, LMS and high-income. This diversified approach leads to strong performance while being socially responsible, lower risk and tax-efficient.
Our business practices
- Advisory accounts and discretionary portfolio management services
- Expertise in working with incorporated companies and professionals
- Responsible investment
Community involvement
Our team dedicates several hours every week to various individual commitments and uses our extensive network to support various organizations. Each year, we organize an event to support a different cause.
Our commitment to sustainability
To put our team's commitment into action, we've created a sustainable development and responsible finance plan. The plan integrates environmental, social and governance (ESG) factors into how we manage our work and support our clients.
Our approach to your financial success
Communications
Your monthly insights
We like to keep you updated on market trends and provide insights into the performance of your portfolio.
Our services
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.
Stéphane Martineau
CIM®, CPA, CA
Portfolio Manager, Senior Wealth Manager
Sébastien St-Hilaire
BSc
Portfolio Manager, Senior Wealth Manager
Frédéric L'Heureux
MBA, CFA®
Portfolio Manager
Jonathan Gravel
CIM®, CIWM®
Associate Wealth Management Advisor
Nicolas Demeulenaere
MSc
Associate Wealth Management Advisor
Sylvain Brouillette
MSc
Associate Wealth Management Advisor
Laurie Limoges
Wealth Management Assistant
Madeleine Jalbert
Wealth Management Assistant
514-281-2244 This link opens your phone app., ext. 5068161
Contact us
Montreal
1170 Peel Street
Suite 300
Montreal QC H3B 0A9
Directions Lien externe au site.
Phone
514-985-7585 Ce lien ouvre votre application de téléphonie.
1-866-985-7585 Ce lien ouvre votre application de téléphonie.
