Asselin Lévesque Group
Desjardins Securities
About us
Our approach
Our approach is built on the foundation of strong, meaningful relationships—with your interests at the core of every decision. We are dedicated to delivering personalized service with the highest standards of integrity, expertise and attentiveness.
Our investment philosophy
Each person is unique. That’s why we conduct a thorough analysis of your situation and develop a strategy tailored to your specific needs and goals. Our investment philosophy focuses on 3 key principles: risk management, return optimization and tax efficiency.
Community involvement
For many years, we’ve been involved in funding campaigns for organizations that hold a special place in our hearts: Leucan External link., the Portage Foundation in Quebec External link., the Heart and Stroke Foundation of Canada External link., the Quebec Breast Cancer Foundation External link. and the Foundation of Stars 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
Businesses, non-profit organizations, educational institutions and foundations
Incorporated professionals
Individual bonds and stocks, notes, mutual funds and exchange-traded funds (ETFs)
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.
MBA
Senior Wealth Manager
The holder of a master's degree in business administration from Université Laval, Matthieu is an investment advisor with a passion for finance who stands out for his human qualities and his deep desire to help investors fulfil their goals. His comprehensive market vision and extensive knowledge of products make him a sought-after and appreciated advisor.
With his more than 20 years of experience, he monitors portfolios closely and maintains quick, efficient communication with clients, as well as long-lasting, solid, trust-based relationships. He plays an active role in financial decision-making and in strategic and tactical orientations during the weekly investment committee meetings.
LinkedIn profile External link.
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Senior Wealth Manager
An investment advisor and Canadian Securities Institute graduate, Germain has 20 years’ experience in the securities field. He always takes the time required to respond to the needs of his various business partners as regards repatriation, financial information and guidance in bringing new development and investment ideas to fruition. His ability to make the most complex notions in the securities field easy to understand lets clients get a good grasp of the portfolio strategies proposed to them from the beginning.
His approach with clients is simple: he listens to them, makes sure he understands them, and advises them. He takes part in financial decision-making and in tactical and strategic orientations at the weekly investment committee meetings.
LinkedIn profile External link.
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Wealth Manager
As an investment advisor, Édithe takes part in business development and plays an active role on the investment committee and the team’s various meetings. Aiming to provide top-quality service, she maintains close relations with clients.
Édithe has many years of experience in financial services and is constantly suggesting innovative investment ideas. A very active advisor, who keeps a close eye on financial and economic realities, she’s a real asset for the entire group.
LinkedIn profile External link.
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Julie Kieu
BBA, CSC®, CPH®, WME®
Associate Wealth Management Advisor
BBA, CSC®, CPH®, WME®
Associate Wealth Management Advisor
Julie has a bachelor of business administration with a specialization in finance from HEC Montréal. She began her career in financial services at Fidelity Investments and joined Asselin Lévesque Group as a wealth management associate in 2021. She’s now an associate wealth management advisor.
Julie is known for her thoroughness and attentiveness, and her professional ethics are second to none. She provides outstanding service and support to our clients.
Julie is committed to perfecting her knowledge of the securities industry and has completed several professional development courses and activities offered by the Canadian Securities Institute.
LinkedIn profile External link.
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Anne-Li Devost
BSc, F.Pl., CSC®, CPH®, WME®
Associate Wealth Management Advisor
BSc, F.Pl., CSC®, CPH®, WME®
Associate Wealth Management Advisor
Anne-Li is a financial planner with a bachelor’s degree in economics.
She began her career in another financial institution in 2010 before joining Desjardins Group in 2017. Anne-Li has been advising clients on investment strategies and wealth management for more than 10 years.
She’s in charge of financial planning in the team. Her passion for finance and wealth management drives her to constantly perfect her knowledge.
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Branch information
Montréal
1 Place Ville-Marie
Suite 1970
Montreal QC H3B 0E8
Directions External link.
Phone
514-876-1441 This link opens your phone app.
1-866-876-1441 This link opens your phone app.
