Print

Miguel Robitaille, BBA, CPA, CMA

Investment Advisor

T 450-682-7753

Linkedin Profil

Languages: French, English

Biography

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.

LRS Group accréditation excellence

Excellence Accreditation

Excellence accreditation attests that the investment advisor'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 investment advisors 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

  • Martin Langlois, BBA, CIM®

    Vice-President, Portfolio Manager, Investment Advisor

    T 450-682-5177

    Languages: French, English

    Linkedin

    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, before being appointed as Vice President of Desjardins Securities.

  • Philippe St-Aubin, MBA, BBA, CPA, CMA

    Investment Advisor

    T 450-682-8710

    Languages: French, English

    Linkedin

    With Desjardins Securities since 2012.

    Philippe St-Aubin has been an investment 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.

  • Richard Paquin,

    Investment Advisor

    T 450-682-1470

    Languages: French, English

    Linkedin

    With the Desjardins Group since September 1984.

    Richard Paquin holds a Certificate in financial planning from Université Laval, and has worked as an investment 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.

  • Geneviève Benoit, BBA

    Associate Advisor

    T 450-682-5002

    Languages: French, English

    Linkedin

    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.

  • Caterina Barile,

    Investment Assistant

    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.

  • France Laplante,

    Investment Assistant

    T 450-628-5922

    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.

  • Jacqueline Bertrand,

    Investment Assistant

    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.

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

Route List of investment advisors
Back to top