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Manon Raymond, CIM®, F. Pl

Portfolio Manager, Wealth Manager

T 450-671-2004

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Languages: French, English

Biography

  • Chartered Investment Manager (CIM®) since 2019
  • IQPF graduate (Institut Québécois de planification financière)
  • More than 30 years working for Desjardins Group
  • Financial planner since 2001
  • Joined Desjardins Securities in 2015

A skilled communicator, Manon Raymond specializes in providing you with clear and realistic solutions that grow as you do.

With her solid background in financial planning, she is able to assess your overall financial situation, no matter its complexity, and draw up a personalized action plan for you.

Committed and attentive, she is the perfect partner to help you meet your short- and long-term financial goals.

Pelletier-Raymond-Lestage Team

Mission

Helping you and your family reach your financial goals through the responsible and disciplined management of your assets.  

Investment Philosophy

MANAGEMENT THAT’S DYNAMIC AND SECURE

When we manage your assets, we adhere to the highest industry standards.

Our disciplined approach stands out from the rest—we seek not only to meet your short-term objectives, but also to help you build the future of your dreams.

Our management policy is designed to optimize your investment portfolio with a careful, diversified and well-managed selection of securities.

Our process is both seamless and dynamic. We are committed to helping you profit from market opportunities while still respecting your risk tolerance.

What sets us apart

YOUR SATISFACTION, OUR PRIORITY

As your trusted partner, we provide you with first-rate service and take a comprehensive approach to managing your financial wealth.

With each and every client, we build a solid and long-lasting relationship founded on attentiveness, transparency and confidentiality.

Your total satisfaction is our first priority. That’s why professional ethics and integrity top the list of our values.

Values

PROFESSIONAL ETHICS AND INTEGRITY

Honesty first and foremost—that’s the secret to maintaining the unique relationship of trust with our clients.

DISCIPLINE

We stick to our strategies. That and a diligent follow-up approach are at the heart of what we do.

ATTENTIVENESS

We take a human and empathetic approach to how we do business. We’re as close as you need us to be.

Service Offer

The Pelletier Raymond Lestage Team is your one-stop-shop for a wide range of financial products and services: savings, insurance,Footnote 1 credit,Footnote 2financial planningFootnote 1 and much more.

When it comes to the business world, our ears are to the ground. We tailor our services and advice to entrepreneurs (business owners and executives), professionals, retirees and pre-retirees.

  1. Services offered through Desjardins Securities. Return to footnote 1 referrer
  2. Services offered through Desjardins Group or external partners. Return to footnote 2 referrer

Biographies of my colleagues

  • Rock Pelletier, FCSI®, CIM®

    Portfolio Manager, Senior Wealth Manager

    T 450-671-5756

    Languages: French, English

    Linkedin

    • With Desjardins Securities since 2004
    • Over 30 years of investment experience
    • Certified Investment Manager (CIM®) and Fellow of CSI (FCSI®)
    • Has been ranked one of Quebec's top wealth advisors in 2022 by The Globe and Mail

    An attentive and dedicated professional, Rock Pelletier’s reputation precedes him. He holds the prestigious designations of Certified Investment Manager (CIM®) and Fellow of CSI (FCSI®).

    His disciplined management approach, solid expertise, credibility and work ethic make him an outstanding asset to his clients.

    Mr. Pelletier sets himself apart by providing you with in-depth financial analyses. Partnering with him is synonymous with added value.

     

  • Priscilla Lestage, BBA, CIM®

    Portfolio Manager, Wealth Manager

    T 450-671-2720

    Languages: French, English

    • Licensed full-service broker since 2000
    • Graduate of the CSI Financial Planning Program
    • 20 years of experience in the financial sector
    • With Desjardins Securities since 2009

     Genuine, positive and efficient, Priscilla Lestage takes a constructive approach to her meetings with clients by focusing on the added value she can provide. Priscilla’s clients benefit greatly from her experience with the financial markets, and she is known among her peers for her exceptional ability to explain the financial world. Priscilla uses her expertise to build personalized portfolios and monitor them closely. When it comes to selecting securities, Priscilla relies on the institutional experience she acquired during the 5 years she spent with one of Canada’s largest management firms. She applies the same discerning management standards for both individual and institutional investors.

  • Anthony Pigeon, BBA, F. Pl

    Associate Wealth Management Advisor

    T 450-671-6788 ext. 5032619

    Languages: French, English

    • Bachelor's degree in business administration, finance option (BBA) from Université du Québec à Trois-Rivières (UQTR)
    • Wealth Management Essentials Course
    • Canadian Securities Course
    • Conduct and Practices Handbook Course
    • Part of Desjardins Group since 2016

    Anthony provides advice to clients to help them reach their goals. He reviews client portfolios, tracks the stock market, and trades on the securities market.

    Over the past 5 years, Anthony has made a name for himself among our clients thanks to his high-quality service and passion for financial markets.

  • Sylvie Bouchard, BBA

    Wealth Management Associate

    T 450-671-3419

    Languages: French, English

    • Investment assistant for more than 25 years
    • Canadian Securities Course 
    • Conduct and Practices Handbook Course

    The quality of her work and her attention to detail contribute to the excellent service we offer our clients. With her strong administrative and organizational skills, she is able to soundly and efficiently manage client files. 

    Our clients also greatly appreciate her ability to explain things in clear, everyday language.

  • Jessica Carlone,

    Wealth Management Associate

    T 450-671-7879

    Languages: French, English

    • Canadian Securities Course 
    • Conduct and Practices Handbook Course

    Jessica oversees administrative management for the team and coordinates client activities and marketing initiatives. When a task is assigned to her, we know it's in capable hands.

    Her exemplary work ethic and versatility make her asset to our team.

  • Sophie Turcotte,

    Wealth Management Assistant

    T 450-671-6788 ext. 5032619

    Languages: French, English

    • Conduct and Practices Handbook Course
    • With Desjardins Securities since 2021
    Sophie has a hand in administrative tasks for the entire team. She's a dynamic professional who's diligent in taking prompt and effective action.

    She listens to clients carefully and makes sure that they're entirely satisfied. Your interests are top priority for Sophie.

     

Location

Desjardins Securities at Brossard

Quartier DIX30 - Le Square
9120, boul. Leduc, bureau 205
Brossard (Québec) J4Y 0L3

450-671-6788 Toll-free : 1-888-883-4588Fax : 450-671-6280

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