Lacasse Paré Bédard Team
Desjardins Securities
About us
Our approach
You can count on us to build a long-lasting relationship of trust. We prioritize transparency and accessibility, providing you with personalized and meticulous service. We are dedicated to ensuring your success and helping you achieve your financial goals.
Our investment philosophy
Our philosophy centers on risk management and long-term growth. Our decisions to buy or sell stocks are driven by 4 key criteria: the quality of corporate governance, financial structure, earnings potential and valuation.
Community involvement
We strongly believe in corporate social responsibility and the value of active community involvement. That’s why we support the following programs: Rouge et Or (site in French only) External link., the Réno-Jouets foundation (site in French only) External link., the Montreal Canadiens Children’s Foundation External link. and the Fondation Maison Dauphine (site in French only) External link..
Our approach to your financial success
Our range of services at Desjardins Securities
Make the most of Desjardins Securities’ expertise to plan and optimize your wealth or portfolio. We offer personalized solutions, including financial and retirement planning, investment strategies, estate planning, tax optimization, wealth and loan protection, credit and transactional services
Our team’s specialties
Discretionary portfolio management and tax planning
Businesses and management companies
Healthcare entrepreneurs and incorporated professionals
Communications
Financial newsletter
Every quarter, our team sends you a financial newsletter explaining our vision of the economy.
Our team
- Team
- Partners
Team
Our team, trained to the highest industry standards, will go the extra mile to help you reach your financial goals. For personalized service, contact our wealth management experts.
François Lacasse
BBA, CIM®
Portfolio Manager
Senior Wealth Manager
418-650-6350 Phone number of François Lacasse. This link opens your phone app., ext 5025253
BBA, CIM®
Portfolio Manager
Senior Wealth Manager
- Chartered Investment Manager (CIM) designation from the Canadian Securities Institute
- Bachelor’s degree in finance, Université Laval
- Certificate in marketing, Champlain College (Vermont)
- With Desjardins Securities since 2000
- Expertise in fixed-income securities and North American equities
François is a source of inspiration for the team, thanks to his analytical mindset, level-headed approach and thoughtful demeanor. He formulates the general guidelines for managing North American investments, drawing on his extensive expertise in this area.
Phone
418-650-6350 Phone number of François Lacasse. This link opens your phone app., ext 5025253
David Paré
BBA, CIM®, F.Pl.
Portfolio Manager
Wealth Manager
418-650-6350 Phone number of David Paré. This link opens your phone app., ext 5025222
BBA, CIM®, F.Pl.
Portfolio Manager
Wealth Manager
- Chartered Investment Manager (CIM) designation from the Canadian Securities Institute
- Bachelor of business administration, Université Laval
- Financial planner (F.Pl.)
- More than 27 years of experience in the industry
- Expertise in investment strategy and wealth management; sits on the team’s investment committee
- Regular contributor to the Train de vie column for La Presse
David is calm, approachable and highly responsive. He knows how to identify our clients’ main challenges and create effective strategies to address their wealth management needs.
Phone
418-650-6350 Phone number of David Paré. This link opens your phone app., ext 5025222
Vincent Bédard
BBA, CIM®
Portfolio Manager
Wealth Manager
418-650-6350 Phone number of Vincent Bédard. This link opens your phone app., ext 5025264
BBA, CIM®
Portfolio Manager
Wealth Manager
- Chartered Investment Manager (CIM) designation from the Canadian Securities Institute
- Bachelor of business administration, Université Laval
- CSI courses on securities and investment management techniques
- With Desjardins Securities for more than 17 years
- Expertise in investment strategies and client support
Pragmatic and energetic, Vincent is committed to our clients’ well-being. As a member of the team’s investment committee, he contributes to portfolio management. He follows up diligently with our clients and oversees the implementation of investment strategies.
Phone
418-650-6350 Phone number of Vincent Bédard. This link opens your phone app., ext 5025264
Michaël Filion
BBA, CIM®, F.Pl.
Wealth Manager
418-650-6350 Phone number of Michaël Filion. This link opens your phone app., ext 5025243
BBA, CIM®, F.Pl.
Wealth Manager
- Bachelor of business administration, Université Laval
- Financial planner (F.Pl.)
- Chartered Investment Manager (CIM)
- More than 9 years of experience in the industry
Michaël is calm and focused on keeping strategies aligned with your financial goals. As a member of the team’s investment committee, he helps manage portfolios and is ready to guide you in your wealth management.
Phone
418-650-6350 Phone number of Michaël Filion. This link opens your phone app., ext 5025243
Samuel Rocheleau
BBA, F.Pl.
Wealth Manager
418-650-6350 Phone number of Samuel Rocheleau. This link opens your phone app., ext 5112072
BBA, F.Pl.
Wealth Manager
Samuel is meticulous in helping our clients manage their wealth, really listening to their needs. He’s committed to providing them with personalized support and tailored strategies.
- Bachelor’s degree in financial planning, Université Laval
- Financial Planner designation from the Quebec Institute of Financial Planning
- More than 8 years of experience in the industry
Phone
418-650-6350 Phone number of Samuel Rocheleau. This link opens your phone app., ext 5112072
Brivaël Simon
BBA, CFA®
Associate Wealth Management Advisor
418-650-6350 Phone number of Brivaël Simon. This link opens your phone app., ext 5025288
BBA, CFA®
Associate Wealth Management Advisor
Brivaël is analytical and methodical, and stands out for his eye for detail and initiative. He’s approachable and works to optimize strategies based on clients’ needs. His meticulousness helps provide a clear, structured management style that’s focused on sustainable performance.
- Bachelor of business administration (BBA)
- Chartered Financial Analyst (CFA)
- More than 8 years of experience in the financial industry
LinkedIn profile External link.
Phone
418-650-6350 Phone number of Brivaël Simon. This link opens your phone app., ext 5025288
Élina Labrie
Assistant Wealth Management Advisor
418-650-6350 Phone number of Élina Labrie. This link opens your phone app., ext 5467893
Assistant Wealth Management Advisor
Élina stands out for her attention to detail, her crucial support with transactions and her meticulous approach to registered plan management. Clients value her professionalism and the quality of her work.
Phone
418-650-6350 Phone number of Élina Labrie. This link opens your phone app., ext 5467893
Catherine Frisque
Wealth Management Associate
418-650-6350 Phone number of Catherine Frisque. This link opens your phone app., ext 5025207
Wealth Management Associate
- Certificates in business administration from Université Laval and in financial planning from the Institute of Financial Planning
- More than 25 years of experience in the financial sector
- Worked in the Desjardins caisse network for many years and knows it well
- Expertise in processes and coordinating operations
Catherine is detail-oriented and highly organized, which are essential qualities in her role overseeing operations and ensuring compliance with internal processes. She’s also responsible for the standards of the Excellence Accreditation program.
Phone
418-650-6350 Phone number of Catherine Frisque. This link opens your phone app., ext 5025207
Manon Pageau
Wealth Management Associate
418-650-6350 Phone number of Manon Pageau. This link opens your phone app., ext 5025225
Wealth Management Associate
- More than 15 years of experience with Desjardins Group
- Joined the team in January 2018
- Expertise in customer service
Dedicated to supporting investment advisors in all their activities, Manon makes it her priority to deliver efficient customer service.
Phone
418-650-6350 Phone number of Manon Pageau. This link opens your phone app., ext 5025225
Andrée Côté
Wealth Management Assistant
418-650-6350 Phone number of Andrée Côté. This link opens your phone app., ext 5025247
Wealth Management Assistant
Phone
418-650-6350 Phone number of Andrée Côté. This link opens your phone app., ext 5025247
Maude Allaire
Wealth Management Assistant
418-650-6350 Phone number of Maude Allaire. This link opens your phone app., ext 5025228
Wealth Management Assistant
Phone
418-650-6350 Phone number of Maude Allaire. This link opens your phone app., ext 5025228
Léna Kerroch
Wealth Management Assistant
418-650-6350 Phone number of Léna Kerroch. This link opens your phone app., ext 5025303
Wealth Management Assistant
Phone
418-650-6350 Phone number of Léna Kerroch. This link opens your phone app., ext 5025303
Marie-Audrey Aggrey
Wealth Management Assistant
418-650-6350 Phone number of Marie-Audrey Aggrey. This link opens your phone app., ext 5025320
Wealth Management Assistant
Phone
418-650-6350 Phone number of Marie-Audrey Aggrey. This link opens your phone app., ext 5025320
Partners
We work with skilled professionals
André Auclair
Notary
Amandine Bourillon
Notary
Alain Chevalier
Business Transfer Coach
Geneviève D'Amours
Notary
Jérôme Dostie-Bourgault
Senior Tax Advisor
Geneviève Forest
Senior Financial Planning Advisor
Jeffrey Morrow
Financial Security Advisor
Stéphane Thibault
Senior Tax Advisor
Frédérique Dinelle
Senior Tax Advisor
Mélanie Tremblay
Senior Tax Advisor
Catherine Beauchamp
Notary
Claudee L'Heureux
Financial Planner
Marie-Pier Grégoire
Notary
Lina Morin
Notary
François Remete
Notary
Myriam Verreault
Notary
Branch information
Sainte-Foy
Place de la Cité – PwC Tower
2640 Laurier Boulevard
Suite 1400
Sainte-Foy QC G1V 5C2
Directions External link.
Phone
418-650-6350 Ce lien ouvre votre application de téléphonie.
1-800-361-6006 Ce lien ouvre votre application de téléphonie.
What sets us apart
Excellence accreditation
The Excellence Accreditation shows that our investment advisors meet the highest quality standards.
