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..
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
Discretionary portfolio management
Entrepreneurs and businesspeople
Incorporated professionals
Communications
Newsletter
Our monthly newsletter provides clients with relevant updates.
Our team
- Team
- Partners
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
BBA, FCSI®, CIM®
Portfolio Manager, Wealth Manager
- Bachelor’s degree in finance, HEC Montréal
- Fellow of CSI since 1995
- Investment advisor since 1992
- Chartered Investment Manager since 2015
- Client relations and wealth management specialist
François is a devoted leader who strongly believes in teamwork. He’s responsible for customer relationship management and the Investment Committee.
LinkedIn profile External link.
Phone
Stéphane Poulin
BBA, CIM®, CSC®
Portfolio Manager, Wealth Manager
BBA, CIM®, CSC®
Portfolio Manager, Wealth Manager
- Bachelor’s degree in business administration, Université du Québec à Trois-Rivières
- CSI Professional Financial Planning course
- Chartered Investment Manager
- Investment advisor since 1997
- Experience at 3 major securities brokerage firms
Stéphane is very involved in the community and never turns down an opportunity to share his expertise on investing or the economy. He handles customer relations and portfolio management.
Phone
BBA, CSC®
Wealth Manager
- Bachelor’s degree in business administration, École des sciences de la gestion at Université du Québec à Montréal
- Canadian Securities Course
- CSI Professional Financial Planning course
- More than 25 years of experience in finance
- Client relations and wealth management specialist
Olivier mainly handles customer relations and portfolio management.
LinkedIn profile External link.
Phone
CSC®
Wealth Manager
- College diploma in office management
- Canadian Securities Course
- Investment advisor since 2001 and more than 20 years of experience in the securities industry
Sylvie knows the best way to serve her clients is by working with others who complement her strengths. She’s always one step ahead, ready to take on new challenges. Her main responsibilities include client relations and business development.
Phone
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
BBA, F.Pl., CSC®
Wealth Manager
- Bachelor of business administration, Université du Québec à Trois-Rivières
- Financial planner designation
- Canadian Securities Course
- More than 10 years of experience in the financial sector
- Expertise with a clientele of entrepreneurs and professionals
- Client relations and wealth management specialist
Steve is known for his exemplary professionalism and dedication to his clients. He is recognized by his peers and business partners as a team player and leader. His main responsibilities include client relations and business development.
LinkedIn profile External link.
Phone
819-357-5236 This link opens your phone app., ext 5031204
BBA, CSC®
Wealth Manager
- Bachelor of business administration
- Canadian Securities Course
- More than 10 years of experience in the financial sector
- Committed to his clients
- Specializes in wealth management strategies
- Stock market enthusiast
Michael plays a key role in maintaining strong business relationships with our partners, ensuring they receive the outstanding experience and service that define our team. He is also a member of the business development and portfolio management committee.
Phone
418-335-2300 This link opens your phone app., ext 5042313
Charles Lessard
BBA
Associate Wealth Management Advisor
418-335-2300 This link opens your phone app., ext 5042327
BBA
Associate Wealth Management Advisor
- Bachelor’s degree in business administration, HEC Montréal
- Passionate about financial markets and the business world
- Committed to understanding and addressing clients’ needs
LinkedIn profile External link.
Phone
418-335-2300 This link opens your phone app., ext 5042327
BBA, F.Pl.
Financial Planner
- Bachelor’s degree in business administration, major in finance, Université Laval
- Financial planner
- Financial security advisor
- More than 25 years of experience in finance
- Specialist in integrated financial planning
- Deep understanding of the challenges faced by professionals, business leaders and high-net-worth clients
- Regularly partners with other professionals, such as accountants, tax experts and notaries
LinkedIn profile External link.
Phone
Julie Breton
CSC®
Wealth Management Associate
418-335-2300 This link opens your phone app., ext 5042304
Amélie Dubé
BBA, CSC®
Wealth Management Associate
819-357-5236 This link opens your phone app., ext 5031219
Partners
We work with skilled professionals
André Auclair
Notary
Véronique Barrette
Financial Planner
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 Advisor
Stéphane Thibault
Senior Tax Advisor
Branch information
Thetford Mines
300 Frontenac Boulevard East
Suite 302
Thetford Mines QC G6G 7M8
Directions External link.
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.
