Marc-André Levasseur, BBA
Wealth Manager
T 450-682-5858 ext. 5135588
Languages: French
Biography
Marc-André Levasseur has been with Desjardins since 2009, holding various positions in finance, savings and customer service. His client base has consisted mainly of business owners and professionals. He holds a bachelor of business administration and is passionate about finance. His people-first approach and the skills he has acquired throughout his career make him a key partner in the management of your wealth.
Marc-André is always mindful of his clients' goals and priorities and believes it's his duty to support them throughout their financial life and with all their needs. Through his dedication to his work, he has become a valued wealth manager to his clients and peers.
LRS Group
Excellence Accreditation
Excellence accreditation attests that the wealth manager's practice meets the highest standards of quality in order to offer you an unparalleled experience in meeting your financial needs. This distinction is awarded exclusively to Desjardins Securities wealth managers who participate in a continuous development and improvement program.
The team that guides you to your destination
The wide range of training and professional experience of our team members explains our business acumen, in-depth knowledge and exceptional creativity in financial matters.
It is also our greatest asset and your guarantee of satisfaction.
Mission
Our fundamental purpose
Developing a sustainable relationship of trust that allows us to guide you through the various steps leading to achievement of your goals.
Investment Philosophy
- We focus on conservative management aimed at reducing risk while achieving capital growth.
- Our investment process based on a top-down approach provides us with a realistic picture of the global economy and enables us to select stocks that meet clearly established fundamental criteria.
- Fully aware of the advantages of index investing and the importance of tactical changes in asset allocation, we make sure our portfolios, comprising both individual stocks and index products, derive the best from active and passive management.
- We favour the core-satellite approach, which combines the use of index products – reflecting changes in the market (Core) – with individual stocks – all hand-picked and allowing us to seize opportunities as they arise (Satellite).
What sets us apart
Our added value
Unquestionably our experience in discretionary management and the dedicated support we offer you in managing your wealth throughout your lifetime.
Our portfolio manager’ skills and reputations, coupled with the cumulative professional expertise of the other members of the team, helps you achieve your goals while giving you peace of mind.
Values
- Rigour in our investment methods and approaches to ensure your goals are reached;
- Transparency in our communications with you: essential to your sound understanding of the issues and of the path needed to reach your goals;
- Discipline in our stock selection, which must meet specific technical requirements to assure healthy diversification.
Service Offer
Our flagship product: discretionary management
Our discretionary management expertise allows you to entrust your portfolio management to seasoned professionals without having to participate in every decision along the way.
Highly qualified manager conduct the transactions deemed necessary to further your best interests, while adhering rigorously to the investment guidelines you set out beforehand.
Biographies of my colleagues
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Martin Langlois, BBA, CIM®
Portfolio Manager, Senior Wealth Manager
T 450-682-5177
Languages: French, English
With Desjardins Securities since 1994.
As the portfolio manager of the LRS Group, Martin Langlois plays a key role in structuring and overseeing investment strategies for our clients.
Martin has a bachelor’s degree in business administration (finance) and is a Chartered Investment Manager (CIM®). From 2000 to 2014, he acted as branch manager.
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Miguel Robitaille, BBA, CPA
Senior Wealth Manager
T 450-682-7753
Languages: French, English
With Desjardins Securities since 2008.
Miguel Robitaille holds a bachelor’s degree in business administration and is a chartered professional accountant.
He has 14 years of experience as a private sector financial analyst and is known for his people-focused approach and extensive knowledge of the field of wealth management.
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Philippe St-Aubin, MBA, CPA
Senior Wealth Manager
T 450-682-8710
Languages: French, English
With Desjardins Securities since 2012.
Philippe St-Aubin has been an wealth management advisor since 2012; his focus is on business development and investor relations.
He holds an MBA (finance) and is also a chartered professional accountant.
Philippe’s clients appreciate his people-focused approach and passion for investing.
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Richard Paquin,
Wealth Manager
T 450-682-1470
Languages: French, English
With the Desjardins Group since September 1984.
Richard Paquin holds a Certificate in financial planning from Université Laval, and has worked as an wealth management advisor since 2004.
His duties include providing retirement planning services.
Richard is committed to his clients’ well-being, and is appreciated for his objectivity, his caring attitude and effectiveness.
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Geneviève Benoit, BBA
Associate Wealth Management Advisor
T 450-682-5002
Languages: French, English
With Desjardins Securities since 2010.
As an associate advisor, Geneviève Benoit is there for LRS Group’s clients through every important life milestone.
She has 20 years of experience in finance.
Her empathetic, effective approach has enabled her to build long-term relationships with her clients.
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Caterina Barile,
Assistant Wealth Management Advisor
T 450-682-5733
Languages: French, English, Italian
With Desjardins Securities since 2011.
Caterina Barile has over 20 years of experience in the securities industry.
Her duties involve coordinating the Group’s transactions.
She’s committed to providing high-quality services, putting the interests of clients first.
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France Laplante,
Wealth Management Associate
T 450-682-5922
Languages: French, English
With Desjardins Securities since 2003.
France Laplante has been an investment assistant since 1996. She has been with the LRS Group for over 15 years and handles the group’s administrative tasks.
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Jacqueline Bertrand,
Wealth Management Associate
T 450-682-7703
Languages: French, English
With Desjardins Securities since 2004.
With over 22 years of experience in the field of securities, Jacqueline Bertrand deals mainly with client communications at the LRS Group.
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Alain Chevalier, MBA, F. Pl
Business Transfer Coach
Languages: French, English
Collaborator | Desjardins Securities Inc.
Alain Chevalier has over 45 years of experience in the banking industry. He has held different positions within companies involved in financial planning and advisory services.
By drawing on a coaching approach, he has been able to give a human dimension to his financial planning knowledge, and he has supported more than 1,000 business owners reflect on and carry out their plans to transfer or sell their business. Positioning himself as a coach, he works to ensure that all parties involved can collaborate to achieve a common goal.
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Hany Malek, BBA, F. Pl
Financial Planner
Languages: French, English
Collaborator | Desjardins Trust Inc.
Hany Malek has a master's degree in management from the Institut Supérieur Européen de Gestion in Strasbourg (2003) and has graduated from the Institut québecois de planification financière (IQPF). He's been working in the financial industry for 20 years, including nearly 18 years as a financial planner in wealth management. He uses a rigorous and high-quality approach to help clients reach their financial goals.
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Sonia Jolette,
Financial Security Advisor
Languages: French, English
Collaborators | Desjardins Securities Financial services inc.
Sonia has over 27 years of experience in the financial industry, including several years as a partner in her own financial services firm, creating and developing a high-quality brokerage services. Sonia has been with Desjardins since 2013 and continues her mission of implementing financial strategies aimed at protecting and maximizing the wealth of her clients. Serving clients stand out from her listening skills, expertise and disciplined approach, providing tailored solutions that address their needs and concerns. Sonia leverages her skills, professionalism, professionalism and authenticity to put client first in her recommendations.
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Équipe de notaires,
Languages: French, English
Collaborators | Desjardins Wealth Management
GENEVIÈVE FOREST
Geneviève Forest is a notary and serves as a senior estate planning advisor at Desjardins Wealth Management.
GENEVIÈVE D’AMOURS
Geneviève D'Amours, who has been a notary since 2009, serves as a senior estate planning advisor at Desjardins Wealth Management.
AMANDINE BOURILLON, D.S.N.
Amandine Bourillon has completed studies in notarial law in both France and Quebec and is a senior estate planning advisor at Desjardins Wealth Management.
ANDRÉ AUCLAIR
André Auclair is a notary and serves as a senior estate planning advisor at Desjardins Wealth Management.
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Équipe de conseillers principaux en fiscalité,
Languages: French, English
Collaborators | Wealth Management
Jérôme Dostie-Bourgault
A lawyer by trade for over 10 years, Jérôme specialized in international taxation with a global professional services firm. He quickly turned his attention to individuals facing challenges abroad—particularly in the United States—whether in business or not.
Stéphane Thibault
Stéphane is a chartered professional accountant with a master's degree in tax law. Over the last 15 years, he's gained solid expertise in Canadian and Quebec taxation. He developed in-depth knowledge of tax rules for individuals and businesses, as well as investment, savings and retirement vehicles.
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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