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Olivier Perreault, BBA

Investment Advisor

T 418-335-2808

Languages: French

Biography

  • Bachelor’s degree in business administration from the UQAM School of Management 
  • Completed the Canadian Securities Course and the Professional Financial Planning Course from the Canadian Securities Institute
  • Has worked in the financial industry since 1996
  • Worked for another major financial institution before joining Desjardins Securities
  • Honorary co-chair of Cégep de Thetford’s 2012–2015 fundraising campaign and vice-chair of the board of Mont Adstock’s competitive ski team 

His main responsibility on the team is client relations.

LP Group accréditation excellence

LP Group

Excellence Accreditation

Excellence accreditation attests that the investment advisor's services meet 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.

Mission

To offer a full range of wealth management services


Our goal is to provide you with simple and effective investment solutions. We believe in a disciplined work ethic and outstanding client service, and wealth management is the core of what we do.

We care about providing expert advisory services and building strong client relationships.

We promise you a single point of contact with access to our full range of wealth management expertise. You’re in good hands with our team of experts, who always have your best interests at heart.

Investment Philosophy

Our guiding principles:

  • Our investment philosophy is simple, effective and focused on your needs.
  • We design our portfolios around risk-free investments as opposed to benchmark returns.
  • We believe the best way to optimize a portfolio’s risk/return profile is through strategic asset allocation, not stock picking, not stock selection.

What sets us apart

Our goal is to protect and grow your money by limiting the risks associated with market fluctuations. That’s why we favour an asset allocation approach over stock picking.

We aim to outperform the risk-free rate and earn you a risk-adjusted return based on your investor profile (5-year GIC + %).*

*An investment objective is not a guarantee of performance.

Values

We share your values

Judgment
We take a careful and disciplined approach to diversifying your assets.

Honesty and integrity 
Two core values that are as important in life as they are in investing. We also believe that when it comes to communication, transparency is key.

Simplicity
We believe you should understand what you’re investing in.

Care
To help you achieve your goals, we need to understand your needs. So talk to us. We’re listening.

Service Offer

When it comes to your money, we leave nothing to chance

 Scheduled meetings for consistent follow-up

 Regular wealth management meetings on:

  • Portfolio management and market monitoring
  • Retirement planning
  • Tax planning
  • Estate planning, insurance and annuities*
  • Business services
  • Complementary financial services solutions

* Some services may be provided by Desjardins Securities Financial Services Inc., Desjardins Financial Security, a caisse or an external professional working with your investment advisor.

 Multiple ways to stay in touch:

  • Meetings
  • Emails and calls
  • Seminars on finance and economics
  • Letters

Biographies of my colleagues

  • François Lessard, BBA, FCSI®, CIM®

    Portfolio Manager, Investment Advisor

    T 418-335-3139

    Languages: French, English

    Linkedin

    • Bachelor’s degree in finance from HEC Montréal
    • Fellow of CSI (FCSI) since 1995 
    • Investment advisor since 1992
    • Charted Investment Manager (CIM) since 2015
    • Honorary co-chair of Cégep de Thetford’s 2012–2015 fundraising campaign and president of the Coopérative de solidarité récréotouristique du Mont Adstock

    François is a dedicated leader who believes strongly in teamwork. His main responsibilities on the team are client relations and serving on the investment committee.

  • Sylvie Lévesque,

    Investment Advisor

    T 819-357-5236 ext. 5031242

    Languages: French, English

    • College diploma in office management
    • Completed the Canadian Securities Course
    • Over 20 years of securities experience; investment advisor since 2001
    Sylvie knows the best way to serve her clients is to work as a team. She’s always ready to take on new challenges and always stays one step ahead. Her main responsibilities on the team are client relations and business development.
  • Stéphane Poulin, BBA

    Investment Advisor

    T 418-335-3544

    Languages: French

    • Bachelor’s degree in business administration from Université du Québec à Trois-Rivières
    • Completed the Canadian Securities Course and the Professional Financial Planning Course from the Canadian Securities Institute
    • Investment advisor since 1997
    • Experience at 3 major securities brokerage firms 
    • Honorary co-chair of Cégep de Thetford’s 2012–2015 fundraising campaign
    Stéphane is very involved in the community and never turns down an opportunity to share his expertise on investing or the economy. His main responsibilities on the team are client relations and serving on the investment committee.

Locations

Desjardins Securities at Thetford Mines

300, Boulevard Frontenac Est
Suite 302
Thetford Mines (Québec) G6G 7M8

418-335-2300 Toll-free : 1-800-471-2303Fax : 418-335-2600

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Desjardins Securities at Victoriaville

1100, boul. Jutras Est
Suite 101
Victoriaville (Québec) G6S 0M1

819-357-5220 Toll-free : 1-800-465-5522Fax : 819-357-5274

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