Léonard Primeau, FCSI^®, CIM^®

Biography

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.

Mission

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.

Values

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.