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Luc David, CIM®

Wealth Manager

T 450-682-7632

Linkedin Profil

Languages: French

Biography

With Desjardins Securities since 1989, Luc has 34 years’ experience in securities, including 32 years as a wealth manager. 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 pioneer of Desjardins Securities, he stands out for his honesty and consistency who inspires confidence in his long-standing clients
  • Extensive expertise in management and investment strategies
  • Detail-oriented, he supports his team with loyalty, diplomacy and honesty
  • On top of industry best practices and innovative 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,

    Wealth Manager

    T 450-682-7714

    Languages: French

    Carine has been working in the finance sector for over 25 years. Trained in the banking field at the start of her career, she has worked since 1997 in the securities field and business management.

    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 Wealth Management 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. With the team since February 2020, he aspires to become a wealth manager. 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.

  • Josée Gagné,

    Wealth Management Associate

    T 450-682-5858 ext. 5131021

    Languages: French

    After 20 years in the medical field, Josée has decided to pursue her career in the financial sector. Since 2016, she has been working in the securities field as a wealth management assistant. As part of our team, she is responsible for administrative, transactional and customer service tasks.

  • Pauline Roy,

    Wealth Management Associate

    T 450-682-7705

    Languages: French

    Pauline has over 30 years’ experience in banking, insurance and securities. She has completed the Canadian Securities Course and obtained her Investment Representative designation in 2011.

    She provides outstanding transactional and administrative support, as well as 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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