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CLP Group

Desjardins Securities

About us 

Our approach

Rooted in values like integrity, honesty and prudence, our team is dedicated to understanding your needs and providing tailored support for your long-term success. We’re here to help you and your family navigate the journey to financial security across generations.

Our investment philosophy

We take a straightforward, needs-focused approach to investing. Rather than solely chasing returns, we assess performance through risk management. We tailor your portfolio using strategic asset allocation and active management to align with your goals.

Community involvement

Our team supports food security organizations like the La Vigne food bank,  External link.Sécurité alimentaire de Victoriaville (site in French only)  External link.and Comptoir alimentaire Drummond (site in French only).  External link.We also contribute to Les Équinoxes swim club (site in French only) External link. and Bois-Francs gymnastics club (site in French only) External link..

Leucan Ski Challenge

Our team has supported this cause for several years, raising funds and participating in the ski day. In 2024, Michael served as the event’s honorary president.

Learn more about the Leucan Ski Challenge. 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.

Learn more about our services External link.

Our team’s specialties

Discretionary portfolio management

Entrepreneurs and businesspeople

Incorporated professionals

Communications

Keeping up with the market

In this quarterly podcast, we analyze market performance and discuss how market fluctuations impact your portfolio.

Listen now (in French only) on Spotify. External link

Quarterly commentary

This report provides a market review and outlook, along with a summary of transactions, securities and investments held in our discretionary management portfolios.

See more on LinkedIn External link.

Newsletter

Our monthly newsletter provides clients with relevant updates.

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.

François Lessard

BBA, FCSI®, CIM®
Portfolio Manager, Wealth Manager

418-335-3139 This link opens your phone app.

Stéphane Poulin

BBA, CIM®, CSC®
Portfolio Manager, Wealth Manager

418-335-3544 This link opens your phone app.

Olivier Perreault

BBA, CSC®
Wealth Manager

418-335-2808 This link opens your phone app.

Sylvie Lévesque

CSC®
Wealth Manager

819-357-5236 This link opens your phone app., ext. 5031242

Steve Carignan

BBA, F.Pl., CSC®
Wealth Manager

819-357-5236 This link opens your phone app., ext. 5031204

Michael Daigle

BBA, CSC®
Wealth Manager

418-335-2300 This link opens your phone app., ext. 5042313

Roberto Ménard

BBA, F.Pl.
Financial Planner

418-335-2300 This link opens your phone app.

Odette Dubois

Wealth Management Assistant

418-335-3960 This link opens your phone app., ext. 5043960

Julie Breton

CSC®
Wealth Management Associate

418-335-2300 This link opens your phone app., ext. 5042304

Julie Langlois

Wealth Management Assistant

819-357-5236 This link opens your phone app., ext. 5031218

Amélie Dubé

BBA, CSC®
Wealth Management Associate

819-357-5236 This link opens your phone app., ext. 5031219

Charles Lessard

BBA
Associate Wealth Management Advisor

418-335-2300 This link opens your phone app., ext. 5042327

Partners

We work with skilled professionals1 to offer guidance that matches your priorities. Together, we plan and execute strategies to address both your current and future needs.

André Auclair

Notary

Véronique Barrette

Financial Planner2

Amandine Bourillon

Notary

Alain Chevalier

Business Transfer Coach

Geneviève D'amours

Notary

Jérôme Dostie-Bourgault

Senior Tax Advisor

Geneviève Forest

Notary

Jeffrey Morrow

Financial Security Advisor3

Stéphane Thibault

Senior Tax Advisor

Branch information

Thetford Mines

300 Frontenac Boulevard East
Suite 302
Thetford Mines QC  G6G 7M8

Directions  Lien externe au site.

Phone

418-335-2300 Ce lien ouvre votre application de téléphonie.

1-800-471-2303 Ce lien ouvre votre application de téléphonie.

Victoriaville

15 Arthabaska E Boulevard
Victoriaville QC  G6T 0S4

Directions  External link.

Phone

819-357-5220 This link opens your phone app.

1-800-465-5522 This link opens your phone app.

What sets us apart

Excellence accreditation

The Excellence Accreditation shows that our investment advisors meet the highest quality standards.

Desjardins Wealth Management Securities is a trade name used by Desjardins Securities Inc. 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.Fellow of CSI (FCSI®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc.Canadian Securities Course (CSC®) is a registered trademark of Moody's Analytics Global Education (Canada), Inc. 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.