Picotte Lefebvre Group
Desjardins Securities
About us
Our approach
For more than 25 years, our personalized and pragmatic approach has helped us build enduring relationships of trust with you and your family. We’re by your side through every stage of your life, with your goals and satisfaction as our top priorities.
Our investment philosophy
We create investment plans that balance growth, income and peace of mind, tailored to your goals and needs. With a clear and disciplined method, we analyze financial markets to provide proactive and tax-efficient asset management.
Community involvement
Since 2003, Desjardins Securities has proudly served as a frontline partner of the Montreal Canadiens Children's Foundation External link.. The foundation promotes physical activity and fosters healthy lifestyle habits among young people in underprivileged areas of Quebec. Supporting this meaningful cause is a privilege we deeply value.
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 a personalized approach with integrated tax strategies
Mass affluent and high-net-worth individuals, pre-retirees and retirees, professionals, incorporated professionals, businesses, foundations, estates, and multigenerational family groups
North American and global markets, equity and fixed-income management, ETFs and responsible investing
Communications
Quarterly market review
Our portfolio manager provides a financial update for clients, highlighting the current market conditions and outlook.
Portfolio updates
We regularly send notifications detailing changes in our clients’ portfolios.
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.
Yves Lefebvre
MBA, CIM®
Portfolio Manager and Senior Wealth Manager
MBA, CIM®
Portfolio Manager and Senior Wealth Manager
- Over 35 years of experience in securities trading
- Joined Desjardins Securities in 1993
- Partner and founding member of Picotte Lefebvre Group
- MBA in international finance from McGill University
- Supports a number of causes, including the Montreal Canadiens Children’s Foundation
- Winner of the 2012 Desjardins Securities Community and Humanitarian Work award as well as the Saint-Lambert Award of Merit for his work as president of Maison des Arts Rive-Sud and Club Richelieu Saint-Lambert
Yves is known for his extensive experience in portfolio management and his focus on delivering solutions tailored to your unique profile. He is committed to supporting you at every stage of your life, including defining and realizing your retirement plans. In his spare time, Yves enjoys reading, history, music and the Montreal Canadiens.
LinkedIn profile External link.
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LLL
Wealth Manager
- Experienced businesswoman
- Partner and founding member of Picotte Lefebvre Group since 2004
- Graduate of the Canadian Securities Institute (CSI)
- Holder of a Licentiate in Law (LLL) from Université de Montréal
- Recipient of the Saint-Lambert Award of Merit for her work as secretary and chair of Maison des Arts Rive-Sud from 2008 to 2015
Sylvie’s experience and approach to wealth management allow her to provide sound advice that fits each client’s financial situation. Before joining Picotte Lefebvre Group in 2004, she worked as a corporate lawyer.
Sylvie’s deep empathy and professional ethics are the basis of the solid relationships she builds with our clients. She enjoys sharing her knowledge and helping her clients understand financial issues that affect them.
LinkedIn profile External link.
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Benjamin Picotte Lefebvre
MA, BSc in Economics, RIAC, CIM®
Wealth Manager
MA, BSc in Economics, RIAC, CIM®
Wealth Manager
- Has a bachelor of economics from ESG-UQAM and an MA in public and international affairs from the University of Ottawa
- Holds a graduate diploma in Business Administration from Université Laval
- Has completed the Canadian Securities Institute’s Canadian Securities Course (CSC) and Wealth Management Essentials (WME) course
- Holds a Responsible Investment Advisor Certification (RIAC) from the Responsible Investment Association of Canada (RIA)
- Active in the Quebec business community and aspiring portfolio manager
Benjamin leverages his experience and skills to support clients by managing their wealth in a way that aligns with their values, needs, goals and aspirations. He guides clients through today’s financial and economic landscape with a blend of knowledge and emotional intelligence. He stands out for his attentiveness, diligence, professionalism and entrepreneurial leadership.
LinkedIn profile External link.
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Michèle Racine
BSc, WME®
Assistant Wealth Management Advisor
BSc, WME®
Assistant Wealth Management Advisor
Michèle holds a bachelor’s degree in science from HEC Montréal and has over 20 years of experience in finance. She has successfully completed all the necessary courses with the Canadian Securities Institute (CSI) to become an assistant wealth management advisor. She joined Picotte Lefebvre Group in 2011.
With her expertise, attention to detail and in-depth knowledge of wealth management, Michèle is able to masterfully manage and follow up on the various client and operational files that are integral to the team.
Phone
Branch information
Montreal
1170 Peel Street
Suite 300
Montreal QC H3B 0A9
Directions External link.
Phone
514-985-7585 Ce lien ouvre votre application de téléphonie.
1-866-985-7585 Ce lien ouvre votre application de téléphonie.
