Lapointe Team
Desjardins Securities
About us
Our approach
We strive to transform your financial life through comprehensive asset optimization. Our team is committed to fostering your growth and ensuring your peace of mind.
Our investment philosophy
We focus on investing in strong, profitable companies that lead their industries, allowing them to thrive in various economic conditions. We prioritize reasonable priced growth and seek management teams with a proven history of success.
Community involvement
Our team actively promotes healthy lifestyles and empowers young people in the community by supporting the following causes (sites in French only): Val-d’Or’s cross-country ski club External link., Mont-Vidéo External link., the Senneterre golf club External link., and Jeune relève quévillonnaise 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 incorporated professionals
Executives, pre-retirees, and retirees
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.
Kevin Dulong-Lapointe
BBA, CIM®, F.Pl.
Portfolio Manager, Wealth Manager, Financial Security Advisor
BBA, CIM®, F.Pl.
Portfolio Manager, Wealth Manager, Financial Security Advisor
Kevin has a bachelor’s degree in finance from Université du Québec en Abitibi-Témiscamingue, where he was awarded a number of scholarships. A financial planner since 2005, he joined our team in 2015. Kevin is a dynamic and dedicated professional who takes pride in providing personalized financial planning advice to help our members and clients achieve their financial goals.
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Assistant Wealth Management Advisor
Nathalie has a certificate in accounting and brings more than 15 years of experience in financial services. She supports the team with daily activities and oversees our operations. With her excellent listening skills and versatile approach, she delivers efficient, attentive service to meet our clients’ needs.
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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
Sonia Jolette
Financial Security Advisor
Laurent Poirier
Financial Security Advisor
Alain Saint-Jacques
Business Transfer Coach
Stéphane Thibault
Senior Tax Advisor
Branch information
Val-d'Or
450 3rd Avenue
Suite 201
Val-d'Or QC J9P 1S2
Directions Lien externe au site.
Phone
819-824-2266 Ce lien ouvre votre application de téléphonie.
1-800-819-2266 Ce lien ouvre votre application de téléphonie.
