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Maxime Simoneau, M. Sc., CFA

Investment Advisor

T 450-777-1291

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Languages: French

Biography

Maxime Simoneau has been working as an investment advisor at Desjardins Securities for over 19 years.

As a chartered financial analyst (CFA), he is able to provide investment expertise that is second to none.

He shares his extensive experience and knowledge with our clients and is the team member responsible for investment management. Prudence, a long-term perspective, tax efficiency and cost control are hallmarks of Maxime Simoneau's approach.

Simoneau Martel Bonnette Lévesque Group

Simoneau Martel Bonnette Lévesque Group

The Simoneau Martel Bonnette Lévesque Group comprises 5 seasoned experts who share the same values.  The members of this multidisciplinary group provide outstanding, personalized service and put their wide-ranging expertise to work to meet all your financial needs. 

Whether you're looking for portfolio management or financial and tax planning advice or assistance with wills and estates, the team's complementary advisors will guide you through all the milestones of your life.

Mission

Our mission is to help you achieve your financial goals by providing a range of wealth management services.  

Investment Philosophy

Our investment philosophy is based on the principles of tax efficiency, prudence, long-term vision and cost control.

We help you realize your dreams and gain peace of mind through optimal management of your interests.

What sets us apart

We offer comprehensive wealth management services to help you meet your financial goals, seize market opportunities at the ideal time and make the right financial decisions throughout your life.

Values

The following basic values guide our team every day and are central to our business strategy:

  • Simplicity
  • Transparency
  • Respect
  • Professionalism
  • Trust

Service Offer

We provide comprehensive services to business owners, business professionals, real estate investors, high-net-worth retirees and high-income earners.  We also work in collaboration with a range of specialized professionals to meet your needs.

Whether you require trust, banking or financing services, we will refer you to the appropriate expert.

Biographies of my colleagues

  • Mario Martel, MBA, LL.B.

    Investment Advisor

    T 450-777-1276

    Languages: French, English

    Mario Martel has a law degree and a master's in business administration and has been working as an investment advisor since 1993.

    His expertise in the field of macroeconomics and asset management enables him to provide his clients with valuable information on the economic outlook and future financial trends.

  • Mélanie Bonnette, BBA, F. Pl

    Investment Advisor

    T 450-777-5358

    Languages: French

    Linkedin

    Mélanie Bonnette has more than 17 years' experience in financial services and wealth management. She has received numerous distinctions and awards for the quality of her services and advice to clients.

    With a bachelor's in business administration from HEC Montréal and a certificate in financial planning, she conducts financial analyses based on each client's particular situation. Her extensive experience in the field enables her to help her clients achieve their financial goals.

  • Sébastien Bonnette,

    Investment Advisor

    T 450-777-3107

    Languages: French, English

    With a certificate in financial planning from Université du Québec à Montréal, Sébastien Bonnette has over 18 years' experience in the financial services industry.

    His expertise has enabled him to forge ties with numerous experts in the field over the years. The entire team benefits from the combined knowledge of this well-established network. The goal is to provide advice and strategies that meet our clients' needs.

  • Karine Levesque, M. Sc., CIM®, CPA, CA, CBV

    Investment Advisor

    T 819-820-2830

    Languages: French, English

    Linkedin

    Karine Lévesque has 20 years of solid expertise in financial advisory services.

    She holds a master's degree in Accounting Science and the Chartered Professional Accountant (CPA, CA) as well as Canadian Institute of Chartered Business Valuators (CBV) and Chartered Investment Manager (CIM) designations.

    The knowledge and expertise she gained working with business owners enables her to offer our clients a wide range of business, financial and tax-saving strategies.

  • Geneviève Lamoureux,

    Associate Advisor

    T 450-777-3966 ext. 5122034

    Languages: French, English

    Geneviève Lamoureux has more than 20 years' experience in financial services, including work for major Quebec brokerage firms, and has earned the investment advisor designation.

    She is responsible for customer service and client relations. She is attentive and meticulous in her work.

  • Elaine Maltais, BBA, F. Pl

    Investment Assistant

    T 819-820-1335 ext. 5072202

    Languages: French, English, Spanish

    Elaine Maltais has a bachelor's degree in finance from Université de Sherbrooke and is a graduate of Institut québécois de planification financière.

    She gained experience at a number of financial institutions and has been with Desjardins Group for over 20 years. She has worked as business advisor, financial planner and personal finance advisor.

  • Julie Fontaine,

    Investment Assistant

    T 450-777-8004 ext. 5122027

    Languages: French

    Julie Fontaine started her career in the financial industry over 20 years ago. Her main duties involve providing administrative support and customer service.

    Her commitment to continuous improvement contributes significantly to our clients' satisfaction.

  • Sylvie Gendron,

    Investment Assistant

    T 819-820-0026 ext. 5072228

    Languages: French

    Sylvie Gendron has worked in the financial services industry since 1997 and is currently the team's investment assistant.

    With her strong skillset, dynamic personality and professional attitude, she provides clients with personal and efficient service.

Locations

Desjardins Securities at Granby

450 rue Principale
Suite 100
Granby (Québec) J2G 2X1

450-777-8004 Toll-free : 1-800-830-8004Fax : 450-777-0783

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Desjardins Securities at Sherbrooke

300, rue Belvédère Nord
Suite 201
Sherbrooke (Québec) J1H 4B1

819-820-2999 Toll-free : 1-800-668-2999Fax : 819-820-2513

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