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François Lacasse, BBA, CIM®

Portfolio Manager, Investment Advisor

T 418-650-6350 ext. 5025253

Languages: French, English

Biography

  • Chartered Investment Manager designation from the Canadian Securities Institute (CIM®)
  • Bachelor’s degree in finance from Université Laval
  • Certificate in marketing from Champlain College (Vermont)
  • With Desjardins Securities since 2000
  • Expertise: fixed-income securities and North American equities

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.

Lacasse Paré Bédard Team accréditation excellence

Excellence Accreditation

Excellence accreditation attests that the investment advisor'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 investment advisors 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.

Mission

Being our clients’ primary partner in fulfilling their financial goals through a human and personalized approach marked by great affinity.

Investment Philosophy

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.

What sets us apart

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.

Values

  • Transparency: to build a relationship based on trust
  • Ethics and rigour: leaving northing to chance
  • Respect: for your plans and your ideas
  • Attentiveness: to understand you clearly
  • Affinity: for a long-term business relationship

Service Offer

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.

Biographies of my colleagues

  • David Paré, BBA, CIM®, F. Pl

    Portfolio Manager, Investment Advisor

    T 418-650-6350 ext. 5025222

    Languages: French

    Linkedin

    • Chartered Investment Manager designation from the Canadian Securities Institute (CIM®)
    • Bachelor’s degree in business administration from Université Laval
    • Financial planner (F. Pl.)
    • More than 24 years of industry experience
    • Expertise: investment strategy and wealth management; sits on the team’s investment committee
    • He’s a regular contributor to the “Train de vie” column in lapresse.ca

    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.

  • Vincent Bédard, BBA

    Investment Advisor

    T 418-650-6350 ext. 264

    Languages: French, English

    Linkedin

    • Bachelor’s degree in business administration from Université Laval
    • Courses on securities and investment management techniques from CSI
    • Joined Desjardins Securities over 15 years ago
    • Expertise: investment strategies and follow up with customers

    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.

  • Catherine Noël,

    Investment Assistant

    T 4-186-650-6350 ext. 5025272

    Languages: French

    • More than 10 years with Desjardins Group
    • Joined Desjardins Securities in October 2016
    • Expertise: customer service

    Catherine’s organizational skills and team spirit are great assets as she supports advisors in their work and provides exceptional customer service.

  • Catherine Frisque,

    Investment Assistant

    T 418-650-6350 ext. 5025207

    Languages: French

    • Certificate in business administration from Université Laval
    • Certificate in financial planning from IQFP
    • Over 20 years of experience in the financial industry
    • Worked in the Desjardins caisse network for many years and knows it well
    • Expertise: processes and coordinating operations

     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.

  • Manon Pageau,

    Advisor Assistant

    T 418-650-6350 ext. 5025225

    Languages: French

    • Over 10 years of experience with Desjardins Group
    • Joined the team in January 2018
    • Expertise: customer serviceManon is efficient.

    She supports investment advisors in their work and diligently follows up with clients.

     

Location

Desjardins Securities at Sainte-Foy

Place de la Cité - Tour Cominar
2640, boulevard Laurier, Suite 1400
Québec (Québec) G1V 5C2

418-650-6350 Toll-free : 1-800-361-6006Fax : 418-650-5159

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