Desjardins Securities is the brokerage firm of Desjardins Group, the largest cooperative financial group in Canada.
Following are the six key advantages that sets us apart from the competition:
1- Through our duly qualified wealth managers, you’ll have access to the largest pool of recognized wealth management specialists.
2- Since Desjardins is the second safest financial institution in the world, our brokerage firm guarantees you a highly secure environment.
3- Thanks to our exceptional Research Department, our wealth managers’ recommendations are always based on reliable data and detailed analyses.
4- To better respond to your investment needs, we offer you many exclusive products and services that can simplify your life.
5- Knowing that you don’t have a minute to waste on poorly designed online tools, we have made our secure site both user-friendly and efficient.
6- As Social commitment is an integral part of our values, each year we support many causes that contribute to the well-being of Quebec society.
We’re Desjardins Insurance—Desjardins Group’s life and health insurance subsidiary.
We offer a wide range of life and health insurance and savings and investment solutions through our extensive distribution networks. In Quebec, members have access to our complete insurance and savings offer right at their caisse.
More than five million Canadians are counting on our solid expertise and our people-focused approach at every stage of their life
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
🌎 I offer sustainable investment solutions, as part of your financial plan, that can enhance returns and mitigate risks; that also benefits all people and the planet.
As a designated CERTIFIED FINANCIAL PLANNER, I take a holistic approach to financial planning and now have access to the best financial planning software (I have ever seen); access to sustainable, world-class 3rd party asset managers; and the ability to work together with IG Wealth Management’s team of in-house accountants, tax and estate lawyers, and pension experts, who have the credentials, depth of knowledge and experience to collaborate with me on your behalf to address your unique tax, estate and financial planning needs to give you the reassurance to take action and achieve your life goals with confidence.
Using all of that expertise, I will conduct a detailed assessment of your finances and then analyze that information to create an IG Living Plan™ – a financial plan that’s synchronized to all aspects of your life. I will regularly review your IG Living Plan to ensure it adapts to your evolving needs.
I focus on designing and managing comprehensive, sustainable solutions for high net-worth individuals, families and foundations through a disciplined and proven approach. Whether you want me to manage everything, or if you want to take a more active role in your portfolio, your IG Living Plan™ will be tailored to your specific needs.
I am pleased to use my business as a force for good to go above and beyond for all clients, our community and our planet. I commit to a formal philanthropic statement to donate 1% of my annual gross revenue to charities focused on social and/or environmental impact. To start, my donations will be directed to the YMCA. The Y is a charity close to my heart and is committed to nurturing the potential of children, teens and young adults, promoting healthy living and fostering social responsibility.
We can connect virtually or over coffee/tea in one of my offices to see if we are a good fit to work together. I am licensed in Manitoba, Ontario and BC (and can add additional provinces).
All the best,
Angela Wittmann, CFP®, CLU, RIAC
CERTIFIED FINANCIAL PLANNER®
CHARTERED LIFE UNDERWRITER
RESPONSIBLE INVESTMENT ADVISOR CERTIFICATION
IG Wealth Management
201 Portage Avenue, 20th Floor, Winnipeg, Manitoba, R3B 3K6
🔥 I enthusiastically ignite and empower people so that they can confidently take action to achieve their goals and positively impact lives.
By introducing affluent Canadians and their families, as well as foundations and other not for profit organizations, to CC&L Private Capital’s discretionary wealth management services, I provide a confident approach to guiding my clients towards achieving their long-term financial goals.
I adhere to the key principles of listening and responding, placing the utmost importance on understanding each of my client’s unique goals and objectives, ensuring flexibility to changing market conditions and personal circumstances. I am dedicated to developing strong working relationships and providing the highest level of personalized service.
CC&L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd., one of Canada’s leading investment management firms whose affiliated teams manage over $96 billion in assets.