Louis-Philippe Leclerc, BBA, F. Pl

Wealth Manager

T 418-692-4735

Linkedin Profil

Languages: French, English


  • Bachelor of business administration with a specialization in finance from Université du Québec à Montréal
  • Financial planner (F.Pl.) designation from the Institut québecois de planification financière (IQPF)
  • Part of Desjardins Securities since 2013

For over 20 years, Louis-Philippe has advised professionals and business owners on taxes, financial planning and personal finances.

He's passionate about financial markets, and as a strong communicator, he knows how to explain even the most complex investing concepts. For Louis-Philippe, building a strong relationship with clients is essential to providing personalized support.

Leclerc Bilodeau Team

Our team is all about listening and putting people first. From the way we do things to the solutions we offer, our focus is on making life easier for you. 




We accompany and educate our clients and their families to guide them towards financial independence by:

  • Providing personalized advice and support
  • Proposing solutions tailored to their needs to help them achieve their life goals

The sustainability of our clients' financial assets is the driving force that keeps us focused on our mission.

Investment Philosophy

We identify long-term opportunities and make them work for you as simply and transparently as possible. Here's how:

  • We seek out companies with a sustainable competitive advantage.
  • We prioritize companies with exemplary governance.
  • We cherry-pick only the most financially sound investments.
  • We do our due diligence to make sure there's a margin of safety before we invest.

We believe our disciplined approach will help your portfolio outperform the rest over the long term.

What sets us apart

We pride ourselves on our client-centric approach. Everything we do is aimed at building and maintaining trust.

Humanity, simplicity and proximity are the 3 key elements of our promise. Each member of our team is committed to providing you with top-quality service.




Serving you is important to us. That’s why we're committed to building lasting relationships based on mutual trust.


We believe that clear and honest communication is essential to cultivating healthy and lasting relationships with our clients.


We're here to serve you and listen to your needs. Your priorities are our priorities. We're flexible and we adapt to your reality, whatever the situation.

Service Offer

Our wealth management services are designed for business owners and high-net-worth professionals who want to optimize, consolidate and simplify their asset management.

We have every angle covered with our comprehensive wealth management approach.

Investment management

  • Investment advice
  • Discretionary management

Retirement planning*

  • Retirement income projections
  • Savings management
  • Payout planning
  • Sale of a business or substantial assets

Tax planning

  • Registered plan management (RRSP, RRIF, TFSA, LIRA, LIF)
  • Capital gains and losses report
  • Foreign Income Verification Statement
  • Tax-efficient investments

Estate planning (Quebec)*

  • Designation of beneficiaries
  • Tax impacts at death
  • Wealth transfer
  • Review of wills, powers of attorney and protection mandates


  • Share donations in your lifetime
  • Planned giving*


  • Review of current and future insurance needs
  • Wealth Escalator Plan

Desjardins Group solutions

  • Mortgage
  • Personal loan, RRSP loan
  • Visa card
  • Travel insurance

* Services are provided by or in partnership with Desjardins Securities Financial Services, Desjardins Financial Security, external professionals or professionals in the Desjardins caisse network.


Biographies of my colleagues

  • David Bilodeau, CFA

    Wealth Manager

    T 418-692-3668 ext. 5112074

    Languages: French, English, Spanish


    • Bachelor of business administration from Université Laval
    • Chartered Financial Analyst (CFA®) with proven ethical and professional engagement and expertise
    • Part of Desjardins Securities since 2020

    David has over 15 years of experience in finance and is a seasoned expert in wealth management. He has a deep knowledge of everything to do with investment management and retirement planning.

    David's experience in institutional management makes him particularly attuned to the unique needs of his clients. His priority is to help you achieve your financial goals by providing an effective approach that's tailored to your needs.

    He believes that disciplined management of your personal finances is the key to lasting financial freedom.

    As a dedicated professional, he makes sure the stage is set for his clients to reach their long-term financial goals, and he's a trusted partner to help manage your wealth.

  • Hélène L'Italien,

    Wealth Management Associate

    T 418-692-3668 ext. 5112029

    Languages: French

    Hélène has over 30 years of experience in customer service. In 2021, she joined our team to provide administrative support and follow up with clients.

    Her organizational skills, accessibility and thoroughness make her a valuable member of our team who contributes to the excellent service we provide our clients. Hélène strengthened her knowledge of wealth management by completing regulatory training at CSI Global Education to become an investment assistant.

  • Antoine Dansereau-Leclerc, BBA

    Wealth Management Associate

    T 418-692-3668 ext. 5112066

    Languages: French, English

    • Bachelor of business administration with a specialization in finance from Université Laval

    Antoine joined our team in May 2022 as a wealth management assistant.

    He's a former football player for Université Laval's Rouge et Or and 2-time Vanier Cup champion, and he brings rigorous discipline and a competitive spirit to our team.

    He's passionate about the world of finance, and he's committed to perfecting his knowledge. He's currently enrolled in the CFA® program to obtain his Chartered Financial Analyst designation.

    Antoine is working tirelessly to deepen his knowledge of securities to offer personalized support to our clients.

  • Stéphanie Houle,

    Wealth Management Assistant

    T 418-692-3668 ext. 5112057

    Languages: French, English

    As a wealth management assistant, Stéphanie supports our team's wealth managers in implementing personalized financial strategies for our clients. She's also in charge of administrative management and appointment scheduling.

    Through her thoroughness and organizational skills, she offers exceptional administrative support to both our team and our clients. Always looking to provide diligent support, Stéphanie has become an invaluable asset for our team.

    Her dedication and expertise help us deliver a unique experience for our clients.


Desjardins Securities at Québec

70, Dalhousie
5th floor
Québec (Québec) G1K 4B2

418-692-3668 Toll-free : 1-877-780-1166Fax : 418-692-1339

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