Germain Lévesque
Senior Wealth Manager
T 514-281-7844
Languages: French, English
Biography
An investment advisor and Canadian Securities Institute graduate, Mr. Lévesque has 20 years' experience in the securities field. Since 2002, he has taken the time needed to respond adequately to the needs of his various business partners as regards repatriation, financial information and guidance in bringing new development and investment ideas to fruition. His ability to make the most complex notions in the securities field more easily understandable enables clients, right from the initial meeting, to get a good grasp of the portfolio strategies proposed to them.
His approach with clients is simple: he listens to them, makes sure he understands them, and advises them. He takes part in financial decision-making and in tactical and strategic orientations at the weekly investment committee meetings.
Asselin Lévesque Group
With financial markets in constant flux, advice from professionals who stay well informed about general market conditions is a key factor of success for many investors. From this standpoint, our team's role consists precisely of helping attain optimal performance by offering investment products that fit each investor's growth and income goals as well as his or her risk tolerance. We do this through an original customized approach, paying close attention to individual financial requirements.
The aspects that best characterize the Asselin Lévesque Group are speed in responding to you, availability, efficiency and dynamism. Our team's financial advisors meet as a committee once a week to discuss current economic situations and to be able to adopt the best investment strategy for each of our clients. We aim to be an advantage for you in developing your financial strategy.
Mission
Our business relationships form the focus of our approach.
We conduct a systematic analysis of your situation to recommend a made-to-measure strategy that fits your needs and expectations. We favour an innovative and promising approach in which development, advice and client follow-up are conducted as efficiently and as dynamically as possible.
In a climate of transparency and integrity, we aim to contribute to optimizing your portfolio through sound asset diversification and tax-efficient investments.
Investment Philosophy
Showing a passionate concern for making our clients' interests the focus of our attention, actions and decisions. This is done with the highest level of integrity, skill and attentiveness with respect to our clients' financial requests and needs.
What sets us apart
What we offer
We conduct a systematic analysis of the unique situation of each of our clients to recommend a made-to-measure strategy that fits their needs and expectations. We take an original and personalized approach, paying close attention to their individual financial requirements.
Unique, with three focuses
- Risk management: Diversification - Monitoring - Portfolio rebalancing
- Yield management: Stock selection - Fund analysis - Portfolio allocation
- Tax efficiency: Control and diversification of income from interest, dividends and capital gains
Values
- Transparency / integrity
- Skill / professionalism
- Human values
- Dynamism
- Efficiency
- Availability
Service Offer
You have the choice:
- Fees
- Commissions on trading (traditional formula).
The Asselin Lévesque Group suggests Elite accounts in particular. Their declining rate structure means rates decrease as your assets grow. This makes it worth combining your capital with that of other family members to benefit from a lower rate. In addition, fees for non-registered accounts are tax-deductible.
Moreover, we have an impressive team of professionals whom we can put at your disposal: lawyer, notary, accountant, tax specialist, real estate expert, mergers and acquisitions specialist...
Biographies of my colleagues
-
Matthieu Asselin, MBA
Senior Wealth Manager
T 514-281-2334
Languages: French, English
The holder of a master's degree in business administration from Université Laval, Mr. Asselin is an investment advisor with a passion for finance who stands out for his human qualities and his deep desire to help investors fulfil their goals. His comprehensive market vision and extensive knowledge of products make him a sought-after and appreciated advisor.
With his 20 years' experience, he conducts rigorous monitoring and maintains quick, efficient communication with clients, as well as long-lasting solidification of trust-based relationships with clients. Admitted several times to the prestigious President's Circle, he plays an active role in financial decision-making and in strategic and tactical orientations during the weekly investment committee meetings.
-
Édithe Trépanier,
Wealth Manager
T 514-985-3547
Languages: French
As an investment advisor, Ms. Trépanier takes part in business development and plays an active role on the investment committee and the team's various meetings. Aiming to provide top-quality service, she maintains close relations with clients.
Ms. Trépanier has many years' experience in the financial services field and is constantly suggesting innovative investment ideas. A very active advisor who keeps a close eye on financial and economic realities, she is a real asset for the entire group.
-
Frédérique Bourbeau, CIM®
Associate Wealth Management Advisor
T 514-281-7156
Languages: French, English
Ms. Bourbeau started working for Desjardins in 2012, and held a number of client service positions in her first three years. In 2015, she joined the Desjardins Securities team as an investment assistant, then went on to become an associate advisor. She has completed several CSI courses and obtained her Certificate in Advanced Investment Advice and the Chartered Investment Manager designation. Her advanced and practical advisory knowledge, as well as her dedication and enthusiasm make her a great asset to our team.
-
Julie Kieu, BBA
Associate Wealth Management Advisor
T 514-876-1441
Languages: French, English, Vietnamese
Julie Kieu has a bachelor of business administration with a specialization in finance from HEC Montréal. She began her career in financial services at Fidelity Investments and joined Asselin Lévesque Group as a wealth management associate in 2021. She's now an associate wealth management advisor.
Julie is known for her thoroughness and attentiveness, and her professional ethics are second to none. She provides outstanding service and support to our clients.
Julie is committed to perfecting her knowledge of the securities industry and has completed a number of professional development courses and activities offered by the Canadian Securities Institute.
-
Anne-Li Devost, B.Sc., F. Pl
Associate Wealth Management Advisor
T 514-281-2813
Languages: French
Anne-Li is a financial planner with a bachelor's degree in economics.
She began her career in another financial institution in 2010 before joining Desjardins Group in 2017. For more than 10 years, Anne-Li has advised clients on investment strategies and wealth management.
She's responsible for the team's financial planning clients. Her passion for finance and wealth management drives her to constantly perfect her knowledge.
-
Mariana Bolivar,
Wealth Management Assistant
T 514-876-1441 ext. 5064762
Languages: French, English, Spanish
Mariana Bolivar joined Desjardins Group in 2021 as a member of the AccèsD online and mobile services team. In 2023, she joined the Desjardins Securities team as a wealth management assistant.
Mariana has extensive customer service experience. She'll be responsible for maintaining client files and supporting team members with administrative tasks.
Her commitment to a job well done and her professionalism will greatly enhance the quality of our service and our clients' satisfaction. We're certain that Mariana will meet your needs and expectations diligently and efficiently.
Location
Desjardins Securities at Place Ville Marie
1 Place Ville Marie
Suite 1970
Montréal (Québec)
H3B 0E8
514-876-1441 Toll-free : 1-866-876-1441Fax : 514-876-1106
Route List of wealth managers