Portfolio Manager, Wealth Manager
T 418-650-6350 ext. 5025222
Languages: French
David is composed, approachable and responsive. He’s good at identifying our clients’ main challenges and understanding their specific wealth management needs, so he can develop strategies to meet those needs.
Excellence accreditation attests that the wealth manager's practice meets the highest standards of quality in order to offer you an unparalleled experience in meeting your financial needs. This distinction is awarded exclusively to Desjardins Securities wealth managers who participate in a continuous development and improvement program.
The Lacasse Paré Bédard Team, building on solid ground!
A team committed to serving you, consisting of François Lacasse, David Paré and Vincent Bédard.
Being our clients’ primary partner in fulfilling their financial goals through a human and personalized approach marked by great affinity.
We favour a fundamental approach. Stock analysis helps achieve risk management and long-term growth. Financial strength, earnings growth, business prospects, quality of the management team and share value are among the criteria that influence stock selection. We reduce risk by setting minimum and maximum weightings for each asset class and each economic sector.
We offer our clients continuous affinity and guidance in their decision-making and in the fulfilment of their financial goals.
Through transparency, accessibility and personalized service, we build a relationship of long-term trust with our clients.
What we offer are strategies, not products.
We hold the view that meeting your financial goals starts by developing a financial plan. We therefore offer you a structured approach that gives you a clear view of your financial position.
When it comes to investment, we provide our clients with a logical framework that lets them avoid having their decisions dictated by emotion. We always bear in mind that we are investors, not speculators.
We choose to invest only in what we know well. This gives us better risk control.
Portfolio Manager, Senior Wealth Manager
T 418-650-6350 ext. 5025253
Languages: French, English
François is analytical, level-headed and thoughtful, and an inspiration to the team. He puts together the general guidelines for managing North American investments, which are his area of expertise.
Portfolio Manager, Wealth Manager
T 418-650-6350 ext. 264
Languages: French, English
Vincent is pragmatic and energetic and committed to our clients’ well-being. He sits on the team’s investment committee and helps manage portfolios. He works closely with our clients and makes sure investment strategies are implemented.
Wealth Manager
T 418-650-6350 ext. 5025243
Languages: French, English
Michaël is calm, composed and mindful of keeping strategies on track so you can reach your financial goals. As a member of the team's investment committee, he's involved in managing portfolios and he'll be able to guide you in your wealth management.
Wealth Management Associate
T 418-650-6350 ext. 5025207
Languages: French
Catherine is meticulous and has great organizational skills, both assets in her work coordinating operations and making sure internal processes are followed. She’s also responsible for the Excellence Program standards.
Wealth Management Assistant
T 418-650-6350 ext. 5025247
Languages: French
Andrée is a proactive assistant who supports investment advisors in their work and diligently follows up with clients.
Wealth Management Associate
T 418-650-6350 ext. 5025225
Languages: French
She supports investment advisors in their work and diligently follows up with clients.
Place de la Cité - Tour Cominar
2640, boulevard Laurier, Suite 1400
Sainte-Foy (Québec)
G1V 5C2
418-650-6350 Toll-free : 1-800-361-6006Fax : 418-650-5159
Route List of wealth managers