Portfolio Manager, Investment Advisor
T 418-650-6350 ext. 5025253
Languages: French, English
Mr. Lacasse, an investment advisor for the last 14 years at Desjardins Securities, holds a bachelor’s degree in finance from Université Laval and a certificate in marketing from Champlain College in Vermont.
Six years of studies in the United States make him comfortable in serving English-speaking clients.
A chartered investment manager, he specializes in fixed-income securities and in Canadian and U.S. stocks. His clientele consists of businesspeople and professionals.
Excellence accreditation attests that the investment advisor's services meet 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 investment advisors who participate in a continuous development and improvement program.
The Lacasse Paré Team, building on solid ground!
A team committed to serving you, consisting of François Lacasse, David Paré and Brigitte Bernier.
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.
T 418-650-6350 ext. 5025222
Mr. Paré, who holds a bachelor’s degree in business administration from Université Laval, is a financial planner and investment advisor. He has worked in the financial field for more than 19 years.
With a great sense of attentiveness, he specializes in wealth management and in the development of strategies for his clientele, who consist largely of professionals and business owners.
T 418-650-6350 ext. 5025274
Ms. Bernier is an assistant advisor who has been with Desjardins Securities for more than 17 years.
Her areas of expertise are customer service and guidance in wealth management.