Maxime Simoneau, M. Sc., CFA

Portfolio Manager, Wealth Manager

T 450-777-1291

Linkedin Profil

Languages: French


Maxime Simoneau has been working as a wealth manager at Desjardins Securities for over 20 years.

As a chartered financial analyst (CFA), he is able to provide investment expertise that is second to none. He also holds a master's degree in administration, major in finance, from the Université de Sherbrooke.

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

The Simoneau Martel Bonnette Lévesque Group comprises 4 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.



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.



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

  • Mélanie Bonnette, BBA, F. Pl

    Wealth Manager

    T 450-777-5358

    Languages: French


    Mélanie Bonnette has more than 20 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,

    Wealth Manager

    T 450-777-3107

    Languages: French, English

    With a certificate in financial planning from Université du Québec à Montréal, Sébastien Bonnette has over 20 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, CBV

    Portfolio Manager, Wealth Manager

    T 819-820-2830

    Languages: French, English


    Karine Lévesque has more than 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,

    Assistant Wealth Management 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.

  • Cédrick Cloutier, M. Sc., BBA, CFA

    Associate Wealth Management Advisor

    T 450-777-8004 ext. 5122058

    Languages: French, English

    When Cédrick joined our team in 2022, he already had experience as a financial analyst in a consulting firm. He has a bachelor’s as well as a master’s degree in finance from the Université de Sherbrooke. Passionate about stock markets and finance, he successfully completed all 3 certification exams to become a Chartered Financial Analyst (CFA), a world-renowned credential.

    As a portfolio management specialist, Cédrick excels at selecting solutions that are tailored to our clients' profiles and goals. He looks after the full range of our clients' wealth management needs. In the years to come, he's determined to stay abreast of the ongoing changes in the financial markets so he can keep offering cutting-edge investment strategies.

  • Elaine Maltais,

    Wealth Management Associate

    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,

    Wealth Management Associate

    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,

    Wealth Management Associate

    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.


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

2207 King Street West
Suite 400
Sherbrooke (Québec) J1J 2G2

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

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