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Languages: French, English
Mr. Racine, who holds bachelor's degrees in communication from the Université de Sherbrooke and in political science from the Université de Montréal, has also taken several Canadian Securities Institute courses: Investment Management Techniques, the Conduct and Practices Handbook Course amd the Canadian Securities Course. He has also completed two university programs to gain a better understanding of the economic world and to explain key matters clearly to his clients.
Mr. Racine has been an investment advisor at Desjardins Securities since 2006. He draws a link between personal finance on the one hand and economic and political events on the other. He regularly organizes lectures covering personal finance-related topics to help put things in clear terms: understanding the issues in this complex area helps in making wise choices for your investments.
He is the founder and chief organizer of the “Rouge et Blanc pour Leucan” event, a charitable activity helping families with children suffering from cancer. He has also been president of the Association des jeunes professionnels de l'Outaouais since 2014.
We aim to help investors fulfil their financial goals. In a world ridden with crises and scandals, we earn the trust of investors by providing them with expertise and peace of mind. We also offer our clients unrivalled access to top-notch information through conferences on topics that combine personal finance and economics, drawing a clear link between being and having.
Our philosophy focuses on three principles that we adapt to investors' needs and profiles:
- Strategies to limit risk
- Sound diversification
- High-quality products
What sets us apart
I am the initiator and organizer of the conferences that have become the hallmark of the team formed with Mr. Courchesne. These talks are filled with pertinent information for investors; they are one example among many of the added value provided to clients by our team.
As a prudent advisor, I believe in the sound diversification of asset classes in a portfolio.
We believe in the values of the Mouvement Desjardins and apply them in our practice: sharing of knowledge, sound portfolio management and a concise overview.
- Retirement projection
- Wealth management