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.
Julie Kieu
BBA, CSC®, CPH®, WME®
Associate Wealth Management Advisor
Anne-Li Devost
BSc, F.Pl., CSC®, CPH®, WME®
Associate Wealth Management Advisor
