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Luc David, CIM®

Investment Advisor

T 450-682-7632

Linkedin Profil

Languages: French

Biography

Part of Desjardins Securities since 1989, Mr. David has 27 years’ experience in securities, including 25 years as an investment advisor. This expertise has enabled him to acquire extensive knowledge of stock markets and financial products. 

Luc oversees investment strategies and business relationships with investors.

  • A leader known for honesty and consistency who inspires confidence in his long-standing clients
  • Expertise in management and investment strategies
  • Detail-oriented, loyal, diplomatic, honest and a team player
  • On top of industry best practices and solutions

David & Cadorette Team

David & Cadorette Team

We're committed to being there for you now and always. We believe rigour, transparency and integrity are key to building lasting relationships based on trust and respect.

Mission

Our mission is to use a balanced investment strategy to help you achieve financial well-being in line with your current and future needs, give you peace of mind and protect the financial security of your loved ones.

What sets us apart

Your priorities are our priorities. They guide our decisions and the types of services we offer.

By taking the time to learn more about you, your money and your priorities, we're able to offer you quality advice, planning services and financial products at every stage of your life.

Values

COMMITMENT AND THOROUGHNESS

We're very diligent and pursue ongoing professional development so we can always be our best for you.

RELIABILITY

We work with you and monitor your investments closely—this is good for us and even better for you.

TRANSPARENCY AND INTEGRITY

We know how important it is for you to understand everything that goes into managing your assets.

Service Offer

Our products and services are designed to meet all of your wealth management needs when they arise: investments, financial planning, specialized services, banking services, insurance and financing.

You can count on us every step of the way to help you:

PREPARE by:

  • Taking the time to get to know you better
  • Gathering all the quantitative and qualitative data needed to set up your account
  • Helping you identify your needs, set goals and establish your risk tolerance

IMPLEMENT by:

  • Working with you to determine the best asset allocation
  • Helping you map out your financial future
  • Explaining what's available and helping you select which securities to invest in
  • Making sure your portfolio is set up properly

FOLLOW UP by:

  • Monitoring your investments on a regular basis
  • Rebalancing them, as needed
  • Generating reports for periodic reviews

Biographies of my colleagues

  • Carine Cadorette,

    Investment Advisor

    T 450-682-7714

    Languages: French

    For the last 25 years, Ms. Cadorette has operated in the finance sector. Trained in the banking field, she has worked since 1997 in the securities field and in business management. Initially an assistant to the advisors and later an associate advisor, she became one of the team’s investment advisors in 2009. 

    Carine plays an active role business development and works closely with investors.

    • Skilled in building relationships based on empathy and understanding and building lifelong clients
    • Always on the lookout for innovative investment strategies
    • Goes above and beyond client needs and offers personalized customer service
    • Inspiring, forward-thinking and great at bringing people together
  • Raphael Archambault, BBA

    Associate Advisor

    T 450-682-8032

    Languages: French

    Linkedin

    Working in finance since 2012, Raphael graduated with honours from the UQAM School of Management, where he earned a bachelor of business administration with a focus on finance. As an associate advisor on the team since February 2020, he aspires to become an investment advisor. Raphael became licenced with the Autorité des marchés financiers as a life and health insurance representative[1] in 2017.

    Raphael prepares retirement projections, wealth creation strategies and estate planning recommendations. He strives to build long-term relationships based on trust with each client he assists.

    • Passionate about investments and wealth management, Raphael continually studies the latest trends and applies this knowledge to better serve investors.
    • Raphael takes care to provide clear answers to your questions and confers with other experts in his team as needed.
    • Raphael is a thoughtful, detail-oriented person who takes a methodical approach to challenges.
    • He constantly seeks ways to use technology to simplify the team's business processes.

    [1] Through Desjardins Securities Financial Services.

  • Pauline Roy,

    Investment Assistant

    T 450-682-7705

    Languages: French

    Ms. Roy has 25 years’ experience in banking, insurance and securities. She has completed the Canadian Securities Course, giving her the title of investment assistant.

    She provides outstanding administrative support in addition to ensuring exceptional follow-up and customer service.

Location

Desjardins Securities at Laval

3055, boulevard St-Martin Ouest
Suite T440
Laval (Québec) H7T 0J3

450-682-5858 Toll-free : 1-800-449-7881Fax : 450-682-6474

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