T 819-820-2830 ext. 5072212
Languages: French, English
Ms. Levesque has been an advisory services professional since 2005, having spent close to 10 years with a national accounting firm and two years with a federation of major cooperatives. She has a master’s in business administration with a concentration in accounting sciences, is a Chartered Professional Accountant (CPA, CA) and holds the Chartered Business Valuator (CBV) designation from the Canadian Institute of Chartered Business Valuators.
With the experience Ms. Levesque has gained with business owners, she is able to offer our clients diverse business strategy, financial and taxation expertise. This is in line with the approach of the Caron-Levesque team, who are committed to offering you comprehensive, structured asset management for all your investment and personal finance decisions.
As investment advisors, our job is to listen to your needs so we can help you make smart, informed decisions. We value transparency and integrity, helping you optimize your portfolio through sound asset diversification and tax-advantaged investments.
We take every necessary precaution to ensure your assets are secure, by advocating an investment philosophy based on the highest standards of professional investment management practised by major institutional investors. The two pillars of this investment philosophy are capital preservation and the tax treatment of non-registered accounts.
What distinguishes us is the objectivity we bring to the recommendations we make. We offer our clients a prudent and conservative approach based on sound asset allocation and adequate diversification of investment portfolios by selecting top-quality securities.
Dedicated to their community
We’ve been actively involved in the community for a long time. Here are some of the causes we support:
We help you make smart, informed decisions about your personal finances and investments, guided by our values of skill, experience, professionalism, integrity and transparency.
We recommend personalized investment strategies based on your specific investment objectives, investor profile, risk tolerance and tax and financial situation.
As part of our comprehensive approach, we establish your financial profile, prepare a retirement income projection, allocate assets in your portfolio based on your tax situation and optimize the type of investment income and finally, choose the right retirement income strategies for you.
We do this primarily by recommending fee-based compensation for our professional services (e.g., the Darwin program and Elite program from Desjardins Securities, etc.).
As full-service investment advisors, we’re able to provide you with access to the full range of financial products (money market securities, bonds and debentures, common and preferred shares, exchange-traded funds (ETFs), structured products, mutual funds, etc.).
T 819-820-0955 ext. 5072200
Dany has been a financial services professional since 1986, with the last 14 years as a financial planner with Desjardins Group. He has a degree in business administration from the Université de Sherbrooke and holds the financial planner designation issued by the Institut québécois de planification financière (IQPF). In 2013, he completed the Wealth Management Essentials course from the Canadian Securities Institute. His experience and expertise with mass affluent and high net worth clients, such as business owners, farmers and professionals, allow him to offer an integrated and structured wealth management approach.
T 819-820-0026 ext. 5072228
Ms. Gendron has been a professional in the financial services industry since 1997 and is currently the team’s Investment Assistant. She has successfully completed the Canadian Securities Course and the Conduct and Practices Handbook Course from the Canadian Securities Institute. She uses a strong skillset, dynamic personality and professional attitude to provide clients with personal and efficient service.
T 819-820-1335 ext. 5072202
Languages: French, English, Spanish
Ms Maltais is the Investment Assistant on the Caron-Levesque team. She has a bachelor's degree in finance from the Université de Sherbrooke and is an IQPF graduate (Institut québécois de planification financière). She has successfully completed the Canadian Securities Course and the Conduct and Practices Handbook Course from the Canadian Securities Institute. Ms Maltais has worked in the financial services industry since 1994, developing extensive and diverse experience in several financial institutions. She has held a variety of positions in her 15 years with Desjardins, including business advisor, financial planner and personal finance advisor.
Her professional experience and her training, combined with a dynamic personality and her attention to detail gives her a broad and comprehensive outlook that is essential to the service the team provides.