Matthieu Asselin, MBA

An investment advisor and Canadian Securities Institute graduate, Mr. Lévesque has 20 years' experience in the securities field. Since 2002, he has taken the time needed to respond adequately to the needs of his various business partners as regards repatriation, financial information and guidance in bringing new development and investment ideas to fruition. His ability to make the most complex notions in the securities field more easily understandable enables clients, right from the initial meeting, to get a good grasp of the portfolio strategies proposed to them.

His approach with clients is simple: he listens to them, makes sure he understands them, and advises them. He takes part in financial decision-making and in tactical and strategic orientations at the weekly investment committee meetings.

As an investment advisor, Ms. Trépanier takes part in business development and plays an active role on the investment committee and the team's various meetings. Aiming to provide top-quality service, she maintains close relations with clients.

Ms. Trépanier has many years' experience in the financial services field and is constantly suggesting innovative investment ideas. A very active advisor who keeps a close eye on financial and economic realities, she is a real asset for the entire group.

Ms. Bourbeau started working for Desjardins in 2012, and held a number of client service positions in her first three years. In 2015, she joined the Desjardins Securities team as an investment assistant, then went on to become an associate advisor. She has completed several CSI courses and obtained her Certificate in Advanced Investment Advice and the Chartered Investment Manager designation. Her advanced and practical advisory knowledge, as well as her dedication and enthusiasm make her a great asset to our team.

Julie Kieu has a bachelor of business administration with a specialization in finance from HEC Montréal. She began her career in financial services at Fidelity Investments and joined Asselin Lévesque Group as a wealth management associate in 2021. She's now an associate wealth management advisor.

Julie is known for her thoroughness and attentiveness, and her professional ethics are second to none. She provides outstanding service and support to our clients.

Julie is committed to perfecting her knowledge of the securities industry and has completed a number of professional development courses and activities offered by the Canadian Securities Institute.

Anne-Li is a financial planner with a bachelor's degree in economics. 

She began her career in another financial institution in 2010 before joining Desjardins Group in 2017. For more than 10 years, Anne-Li has advised clients on investment strategies and wealth management.

She's responsible for the team's financial planning clients. Her passion for finance and wealth management drives her to constantly perfect her knowledge.

Mariana Bolivar joined Desjardins Group in 2021 as a member of the AccèsD online and mobile services team. In 2023, she joined the Desjardins Securities team as a wealth management assistant.

Mariana has extensive customer service experience. She'll be responsible for maintaining client files and supporting team members with administrative tasks.

Her commitment to a job well done and her professionalism will greatly enhance the quality of our service and our clients' satisfaction. We're certain that Mariana will meet your needs and expectations diligently and efficiently.