Our process is dedicated to helping our families understand their current reality and clarify their future goals and vision. Once we have formulated a clear picture of their needs and wants, we determine how to best utilize their assets and opportunities to close the gap that lies between where they are now and where they wish to be. In short, our families define what they want their financial plan to look like, not us. The resulting plan will play a significant role in dictating our approach to growing and preserving their wealth.
Build Wealth. Build a Better World. We can help you do both. We’ve been advising individuals, families, professionals, and small non-profits and endowment funds for more than 20 years. We use proprietary screens and select money managers to manage portfolios on both a discretionary or non-discretionary basis, all with a responsible investment focus. Our caring services include retirement, estate, and legacy planning to ensure our clients’ wealth helps them achieve their goals through all stages of their life.
Brian Coote is a Portfolio Manager at Scotia Wealth Management with over 20 years’ experience. Brian has been a Portfolio Manager with Scotia Wealth Management since 2014. For the previous 10 years, Brian ran a successful business self-employed as a Portfolio Manager at an independent firm in the South Surrey/White Rock area. The experience he gained being a business owner helps him to relate to his clients, many of whom are, or have been successful business owners themselves.
Brian adheres to a disciplined investment philosophy that is focused on long term performance while managing risk. Through a systematic process, Brian develops appropriate financial strategies that will allow his clients to reach their personal financial goals.
As a Portfolio Manager, he manages each client’s portfolio based on a detailed Investment Policy Statement that outlines the parameters of the portfolio.
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