Marc-André Levasseur, BBA

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.

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.