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, incorporated professionals, businesses 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, Senior Wealth Manager
Benjamin Picotte Lefebvre
MA, BSc. in Economics, RIAC, CIM®
Wealth Manager
Michèle Racine
BSc, CSC®, WME®, CPH®
Wealth Management Associate Advisor
Branch information
Montreal
1170 Peel Street
Suite 300
Montreal QC H3B 0A9
Directions Lien externe au site.
Phone
514-985-7585 Ce lien ouvre votre application de téléphonie.
1-866-985-7585 Ce lien ouvre votre application de téléphonie.
