Lacasse Paré Bédard Team
Desjardins Securities
About us
Our approach
You can count on us to build a long-lasting relationship of trust. We prioritize transparency and accessibility, providing you with personalized and meticulous service. We are dedicated to ensuring your success and helping you achieve your financial goals.
Our investment philosophy
Our philosophy centers on risk management and long-term growth. Our decisions to buy or sell stocks are driven by 4 key criteria: the quality of corporate governance, financial structure, earnings potential and valuation.
Community involvement
We strongly believe in corporate social responsibility and the value of active community involvement. That’s why we support the following programs: Rouge et Or (site in French only) External link., the Réno-Jouets foundation (site in French only) External link. and the Montreal Canadiens Children’s Foundation 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 and tax planning
Businesses and management companies
Healthcare entrepreneurs and incorporated professionals
Communications
Financial newsletter
Every quarter, our team sends you a financial newsletter explaining our vision of the economy.
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 Lacasse
BBA, CIM®
Portfolio Manager, Senior Wealth Manager
418-650-6350 This link opens your phone app., ext. 5025253
David Paré
BBA, CIM®, F.Pl.
Portfolio Manager and Wealth Manager
418-650-6350 This link opens your phone app., ext. 5025222
Vincent Bédard
BBA, CIM®
Portfolio Manager and Wealth Manager
418-650-6350 This link opens your phone app., ext. 5025264
Michaël Filion
BBA, CIM®, F.Pl.
Wealth Manager
418-650-6350 This link opens your phone app., ext. 5025243
Catherine Frisque
Wealth Management Associate
418-650-6350 This link opens your phone app., ext. 5025207
Partners
We work with skilled professionals
André Auclair
Notary
Amandine Bourillon
Notary
Alain Chevalier
Business Transfer Coach
Geneviève D'amours
Notary
Jérôme Dostie-Bourgault
Senior Tax Advisor
Geneviève Forest
Notary
Patricia Girard
Financial Planner
Jeffrey Morrow
Financial Security Advisor
Stéphane Thibault
Senior Tax Advisor
Branch information
Sainte-Foy
Place de la Cité – PwC Tower
2640 Laurier Boulevard
Suite 1400
Sainte-Foy QC G1V 5C2
Directions Lien externe au site.
Phone
418-650-6350 Ce lien ouvre votre application de téléphonie.
1-800-361-6006 Ce lien ouvre votre application de téléphonie.
What sets us apart
Excellence accreditation
The Excellence Accreditation shows that our investment advisors meet the highest quality standards.
