Léonard Primeau, FCSI®, CIM®

Portfolio Manager, Senior Wealth Manager

T 450-582-7404

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Languages: French, English


Mr. Primeau, who has been with Desjardins Securities since 2002, has more than 25 years’ experience in the securities field. Currently a portfolio manager, he has been designated a Fellow of the Canadian Securities Institute (FCSI®) and has taken the Institute’s courses on options trading and investment management.


Helping my clients raise their chances of success in managing their assets by establishing their financial needs and expectations by means of a customized investment policy statement that determines asset allocation. Managing each portfolio actively with a follow-up process and a communications plan.

Investment Philosophy

Wealth creation, like wine-making, takes time. Our investment philosophy sets out a long-term approach aimed at targeting companies that, like fine vintages, will improve over time.

What sets us apart

Our top-of-the-line communications plan in four separate steps:

  • An investment policy statement, outlining the commitments between advisor and client, along with the investment goals, and presenting an overview of the recommended portfolio
  • A transaction record for each trade, including details (the stock and its price and weighting), company profile, quantitative and qualitative analysis, and stock chart
  • A monthly Info-Portfolio, including the financial results of certain stocks in the portfolio
  • A quarterly summary, including comments on the financial markets and the recommended portfolio strategy, in an easy-to-read format.


Transparency, attentiveness and rigour.

Service Offer

We offer customized discretionary management adapted to our clients’ needs with four portfolios holding securities directly, based on added economic value.

Biographies of my colleagues

  • Martin Otis, BBA

    Associate Wealth Management Advisor

    T 514-281-6862

    Languages: French, English


    Mr. Otis holds a bachelor’s degree in business administration with a finance major from HEC Montréal. He has also obtained a technical certificate in business management. He is a Level 3 candidate for designation as a Chartered Financial Analyst. He worked in the Desjardins Caisse network before joining at Desjardins Securities.


Desjardins Securities at Joliette

275 Beaudry Nord
Suite 101
Joliette (Québec) J6E 6A7

450-759-4118 Toll-free : 1-866-759-4118Fax : 450-759-2945

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Desjardins Securities at Repentigny

440, Notre-Dame Street,
Suite 104
Repentigny (Québec) J6A 2T4

450-582-7528 Toll-free : 1-888-482-7528Fax : 450-582-7307

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