Leclerc Bilodeau Team
Desjardins Securities
About us
Our approach
We’re dedicated to empowering you on your journey to financial independence through personalized guidance and education. Our customized solutions are designed to meet your and your family’s unique needs, helping you reach your life goals with confidence.
Our investment philosophy
We target companies with sustainable competitive advantages and outstanding governance. Our rigorous assessments prioritize a margin of safety before we invest. With our disciplined approach, you can expect to achieve superior long-term performance.
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
Entrepreneurs and healthcare professionals
Businesses
Equities and direct ownership of securities
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.
Louis-Philippe Leclerc
BBA, F.Pl.
Wealth Manager
418-692-4735 Phone number of Louis-Philippe Leclerc. This link opens your phone app.
BBA, F.Pl.
Wealth Manager
- Bachelor of business administration with a specialization in finance from Université du Québec à Montréal
- Financial Planner designation from the Institute of Financial Planning
- Joined Desjardins Securities in 2013
For over 20 years, Louis-Philippe has advised entrepreneurs and business owners on taxes, financial planning and personal finances.
He’s passionate about financial markets, and as a strong communicator, he knows how to explain even the most complex investing concepts. For Louis-Philippe, building a strong relationship with clients is essential to providing personalized support.
LinkedIn profile External link.
Phone
418-692-4735 Phone number of Louis-Philippe Leclerc. This link opens your phone app.
David Bilodeau
CFA®
Wealth Manager
418-692-3668 Phone number of David Bilodeau. This link opens your phone app., ext 5112074
CFA®
Wealth Manager
- Bachelor of business administration from Université Laval
- Holder of the Chartered Financial Analyst (CFA) designation, which attests to his expertise and his ethical and professional commitment
- Joined Desjardins Securities in 2020
David is a seasoned wealth management expert with over 15 years of experience in finance. He possesses in-depth knowledge of investment management and retirement planning, and his background in institutional management enables him to address his client’ unique needs effectively.
David prioritizes helping you achieve your financial goals through a tailored and disciplined approach to personal finance, believing that this is essential for lasting financial freedom.
As a dedicated professional and a trusted partner in managing your wealth, he ensures that you are well-positioned to reach your long-term financial objectives.
LinkedIn profile External link.
Phone
418-692-3668 Phone number of David Bilodeau. This link opens your phone app., ext 5112074
Étienne Chaput
BSc, FCSI®, F.Pl., CIWM®
Associate Wealth Management Advisor
418-692-3668 Phone number of Étienne Chaput. This link opens your phone app., ext 5112033
BSc, FCSI®, F.Pl., CIWM®
Associate Wealth Management Advisor
- Fellow of the Canadian Securities Institute (FCSI)
- Certified International Wealth Manager (CIWM) designation from the Canadian Securities Institute
- Financial planner certification from the Institute of Financial Planning
- Bachelor’s degree in actuarial sciences from Université du Québec à Montréal
With over 15 years of experience in wealth management at Desjardins, Étienne is dedicated to helping clients define their values and achieve their financial goals. He emphasizes understanding your motivations with questions like, “Why do you want to grow your money?” Believing in the power of personalized financial strategies, Étienne simplifies complex concepts and equips you with the tools needed to confidently navigate your financial journey.
LinkedIn profile External link.
Phone
418-692-3668 Phone number of Étienne Chaput. This link opens your phone app., ext 5112033
Zacharie Houle
CFA®
Associate Wealth Management Advisor
418-692-3668 Phone number of Zacharie Houle. This link opens your phone app.
CFA®
Associate Wealth Management Advisor
- Bachelor of business administration with a specialization in finance from Université du Québec à Rimouski
- Holder of the Chartered Financial Analyst (CFA) designation, an internationally recognized credential that demonstrates expertise, professionalism, ethics, and commitment to the highest industry standards
Zacharie joined our team in the summer of 2024, bringing a strong background in finance and economics along with experience in managing institutional portfolios and supporting high-net-worth clients.
He emphasizes a personalized wealth management strategy, prioritizing a deep understanding of his clients’ needs and objectives. With his clear and effective communication skills, he simplifies complex financial concepts, making it easier for individuals to navigate their path to financial independence.
His rigorous and straightforward approach fosters lasting relationships of trust with clients.
Phone
418-692-3668 Phone number of Zacharie Houle. This link opens your phone app.
Hélène L’Italien
Wealth Management Associate
418-692-3668 Phone number of Hélène L’Italien. This link opens your phone app., ext 5112029
Wealth Management Associate
Phone
418-692-3668 Phone number of Hélène L’Italien. This link opens your phone app., ext 5112029
Antoine Dansereau-Leclerc
BBA
Wealth Management Associate
418-692-3668 Phone number of Antoine Dansereau-Leclerc. This link opens your phone app., ext 5112066
BBA
Wealth Management Associate
Phone
418-692-3668 Phone number of Antoine Dansereau-Leclerc. This link opens your phone app., ext 5112066
Stéphanie Houle
Wealth Management Assistant
418-692-3668 Phone number of Stéphanie Houle. This link opens your phone app., ext 5112057
Wealth Management Assistant
Phone
418-692-3668 Phone number of Stéphanie Houle. This link opens your phone app., ext 5112057
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
Alain Saint-Jacques
Business Transfer Coach
Stéphane Thibault
Senior Tax Advisor
Branch information
Quebec City
70 Dalhousie Street
5th Floor
Quebec City QC G1K 4B2
Directions External link.
Phone
418-692-3668 Ce lien ouvre votre application de téléphonie.
1-877-780-1166 Ce lien ouvre votre application de téléphonie.
