Simoneau Bonnette Lévesque Group
Desjardins Securities
About us
Our approach
Our multidisciplinary team is united by core values: simplicity, transparency, trust, respect and professionalism. With our expertise and experience, we guide and support you in achieving your financial goals through comprehensive wealth management services.
Our investment philosophy
We believe in managing your investments with precision, efficiency and care. By focusing on long-term goals and controlling costs, we aim to help you achieve your aspirations with confidence and peace of mind. Our team is dedicated to giving you expert guidance through every financial decision, now and into the future.
Community involvement
Our team sponsors various sports-study programs in the region and is committed to contributing to Fondation du Cégep de Granby External link. (site in French only) every year. We also support the annual ski fundraising event External link. (site in French only) in Orford for CHUS Foundation as well as 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
Businesses and management companies
Incorporated professionals
Healthcare professionals and retirees
Communications
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.
Maxime Simoneau
MSc, CFA®
Portfolio Manager, Wealth Manager
MSc, CFA®
Portfolio Manager, Wealth Manager
Maxime has been a dedicated wealth manager at Desjardins Securities for over 20 years, bringing unparalleled investment expertise to our clients.
A Chartered Financial Analyst (CFA), he holds a master's degree in administration with a major in finance from Université de Sherbrooke.
Maxime is responsible for managing investments and uses his many years of experience to help clients achieve their financial goals. He focuses on careful planning, long-term growth, tax-efficient strategies and managing costs to maximize wealth for clients.
LinkedIn profile External link.
Phone
BBA, F.Pl.
Wealth Manager
Mélanie has more than 20 years' experience in financial services and wealth management. She has received numerous distinctions and awards for her exceptional customer service and expert advice.
Holding a bachelor's in business administration from HEC Montréal and a certificate in financial planning, she conducts personalized financial analyses tailored to each client's unique situation. Her extensive experience in the field enables her to help her clients achieve their financial goals.
LinkedIn profile External link.
Phone
Wealth Manager
With a certificate in financial planning from Université du Québec à Montréal and over 20 years' experience in financial services, Sébastien has built strong connections with numerous industry experts.
His well-established network allows him to combine his knowledge with that of his partners to support the team. Together, they aim to deliver tailored advice and strategies that meet our clients' needs.
Phone
Karine Lévesque
MSc, CIM®, CPA, CBV®
Portfolio Manager, Wealth Manager
MSc, CIM®, CPA, CBV®
Portfolio Manager, Wealth Manager
Karine has 20 years of solid expertise in financial advisory services.
She holds a master's degree in accounting science and is a Chartered Professional Accountant (CPA, CA). She also holds the CBV designation from the Canadian Institute of Chartered Business Valuators and the Chartered Investment Manager (CIM) designation.
The knowledge and expertise she gained working with business owners enables her to offer our clients a wide range of business, financial and tax-saving strategies.
LinkedIn profile External link.
Phone
Geneviève Lamoureux
Assistant Wealth Management Advisor
450-777-3966 This link opens your phone app., ext 5122034
Assistant Wealth Management Advisor
Geneviève has more than 20 years' experience in financial services, including roles at major Quebec brokerage firms. She holds the Investment Advisor designation.
She is responsible for customer service and client relations, bringing a thoughtful and meticulous approach to her work.
Phone
450-777-3966 This link opens your phone app., ext 5122034
Cédrick Cloutier
MSc, BBA, CFA®
Associate Wealth Management Advisor
450-777-8004 This link opens your phone app., ext 5122058
MSc, BBA, CFA®
Associate Wealth Management Advisor
When Cédrick joined our team in 2022, he brought with him valuable experience earned as a financial analyst at a consulting firm. He holds both a bachelor's and a master's degree in finance from Université de Sherbrooke. Passionate about stock markets and finance, Cédrick successfully completed all 3 certification exams to become a Chartered Financial Analyst (CFA), a globally recognized designation.
As a portfolio management specialist, Cédrick excels at selecting solutions tailored to each client's profiles and goals, overseeing the full range of their wealth management needs. Committed to staying at the forefront of financial market developments, he aims to continue offering innovative investment strategies for years to come.
Phone
450-777-8004 This link opens your phone app., ext 5122058
Elaine Maltais
Bachelor of Finance
Wealth Management Associate
819-820-1335 This link opens your phone app., ext 5072202
Bachelor of Finance
Wealth Management Associate
Phone
819-820-1335 This link opens your phone app., ext 5072202
Nancy St-Pierre
Wealth Management Assistant
450-777-8004 This link opens your phone app., ext 5112097
Branch information
Granby
450 Principale Street
Suite 100
Granby QC J2G 2X1
Directions Lien externe au site.
Sherbrooke
2207 King Street West
Suite 400
Sherbrooke QC J1J 2G2
Directions Lien externe au site.
Phone
819-820-2999 Ce lien ouvre votre application de téléphonie.
1-800-668-2999 Ce lien ouvre votre application de téléphonie.
