RIA: Certified The Picotte Lefebvre Group is renowned for its expertise, professionalism and ability to deliver results. We’re experts in financial markets who provide valuable insight and investment advice. Our down-to-earth, people-first approach builds trust and lasting relationships. Reliability and business acumen have been our calling cards for over 25 years.
Benjamin Picotte Lefebvre has a Bachelor of Economics from ESG-UQAM, an MA in Public and International Affairs from the University of Ottawa and a graduate diploma in Business Administration from Université Laval.
He has completed the Canadian Securities Institute’s Canadian Securities (CSC) and Wealth Management Essentials (WME) courses.
With his unique combination of skills and experience, he provides expert financial and economic advice, including comprehensive wealth management tailored to clients’ specific values, needs and goals.
Benjamin believes in the value of sound financial and investment advice to help clients and their families make smart decisions and set and achieve big goals. He takes pride in guiding clients through
Services Offered in RI
- Will & Estate planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Other
- Financial planning
- Will & Estate planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Other
- Financial planning
Minimum Account Size
$100,000+
$100,000+
Investor Type Dealt With
Institutional
Individual
Institutional
Individual
Type of License
IIROC
IIROC
Provinces Licensed In
- Quebec
- Quebec