Yves Lefebvre, MBA, CIM^®

Portfolio Manager, Senior Wealth Manager

T 514-281-4241

Languages: French, English

Biography

Over 35 years of experience in securities trading
Joined Desjardins Securities in 1993
Partner and founding member of Picotte Lefebvre Group
MBA in international finance from McGill University
Supports a number of causes, including the Montreal Canadiens Children's Foundation
In 2012, he received the Desjardins Securities Community and Humanitarian Work award. That same year he also received the Saint-Lambert Award of Merit for his work as president of Maison des Arts Rive-Sud and Club Richelieu Saint-Lambert.

Yves is known for his extensive experience in portfolio management and prioritizes solutions that best suit your profile. He is committed to supporting you at every stage of your life, including defining and realizing your retirement plans. In his spare time, Yves enjoys reading, history, music and the Montreal Canadiens.

Picotte Lefebvre Group

Team web site

A privilege to serve you

At Picotte Lefebvre Group, we have more than 50 years of wealth management experience. Each member of our team offers a complementary approach tailored to your needs.

Mission

To offer you solid, timely strategies that are custom-crafted to fit your personal wealth management needs.

Take the time to listen and understand you so we can provide guidance in personal, business, family and estate matters.

Investment Philosophy

Making high-quality investments that meet the criteria of our structured and rigorous selection process.

What sets us apart

Our down-to-earth, people-first approach builds trust and lasting relationships. We're here for you and your family at every stage of your life.

Our multigenerational team is renowned for its expertise, professionalism and ability to deliver results. We're financial market and wealth management experts.

Your satisfaction is our top priority

Values

Trustworthy: We know that trust and reliability are key to personal finance. We work transparently to give you an accurate picture of your financial situation.

Professional: We believe that professionalism is the foundation of a successful financial relationship. Growing your wealth with us means partnering with a team of specialists who prioritize your goals and put your needs front and centre.

Stable: We build a lasting and consistent relationship with you. We become familiar with your situation, your goals and your challenges over time so we can give you personalized wealth management advice.

Ready to help: We're available when you need us and we'll give your requests the attention they deserve. We work proactively to ensure your financial well-being.

Service Offer

360 offer: tailored to your needs

Your needs and your priorities determine which strategies and specialized services we offer. Enjoy customized support and services that are designed to meet all of your wealth management needs as they arise.

We work with our specialists or yours to make sure every aspect of your financial life is covered.

Our offer covers all aspects of wealth management:

Portfolio management and investments
Retirement and estate planning
Tax and legal strategies
Wealth protection (insurance products)
Financing partners and personalized banking offers
Business transfer services for business owners

Discretionary management: Smart investing means entrusting day-to-day investment decisions to a portfolio manager who has the qualifications to ensure your portfolio is in good hands.

You choose a portfolio, and we tailor it to your needs. Everything we do is based on a clear, fully transparent investment policy. We always let you know about transactions and fees that may be tax deductible.

Biographies of my colleagues

Sylvie Picotte, LL.L

Wealth Manager

T 514-281-2378

Languages: French, English

Linkedin
- Experienced businesswoman
- Partner and founding member of Picotte Lefebvre Group since 2004
- Graduate of the Canadian Securities Institute (CSI)
- Holder of a Licentiate in Law (LLL) from Université de Montréal
- Recipient of the Saint-Lambert Award of Merit for her work as secretary and chair of Maison des Arts Rive-Sud from 2008 to 2015
Sylvie's experience and approach to wealth management allow her to provide sound advice in line with each person's overall financial situation. Before joining Picotte Lefebvre Group in 2004, she worked as a corporate lawyer.

Sylvie's deep empathy and professional approach are the basis of the solid relationships she builds with our clients. She enjoys sharing her knowledge and helping her clients understand financial issues that affect them.
Full details
Benjamin Picotte Lefebvre, D.E.S.S., B.Sc., RIAC

Wealth Manager

T 514-281-2353

Languages: French, English

Linkedin
- Holder of a Bachelor of Economics from ESG-UQAM and an MA in Public and International Affairs from the University of Ottawa
- Graduate diploma in Business Administration from Université Laval
- Completed the Canadian Securities Course (CSC®) and Wealth Management Essentials (WME®) courses
- Responsible Investment Advisor Certification (RIAC) from the Responsible Investment Association of Canada (RIA)
- Active in the Quebec business community and aspires to become a portfolio manager
He leverages his experience and skills to support clients by ensuring their wealth is managed in a way that reflects their values, needs, goals and aspirations. Benjamin guides his clients through today's financial and economic landscape with a combination of book smarts and emotional intelligence. He stands out for his attentiveness, diligence, professionalism and entrepreneurial leadership.
Full details
Michèle Racine, B.Sc.

Assistant Wealth Management Advisor

T 514-281-4247

Languages: French, English

Michèle holds a Bachelor of Science from HEC Montréal and has over 20 years of experience in finance. She has also successfully completed all the necessary courses with the Canadian Securities Institute (CSI) to become an assistant wealth management advisor. She joined Picotte Lefebvre Group in 2011.

With her expertise, attention to detail and in-depth knowledge of wealth management, Michèle is able to masterfully manage and follow up on the various client and operational files that are integral to the team.
Natalie Sauvé, BBA

Wealth Management Associate

T 514-281-1875

Languages: French, English

Linkedin

Natalie holds a Bachelor of Business Administration in finance from the UQAM School of Management (ESG) and has worked in the securities field since 2018. She has also completed the regulatory training with the Canadian Securities Institute (CSI) to become a wealth management associate. She joined Picotte Lefebvre Group in 2022.

As a wealth management associate, she leverages her skills in administrative operations and ensures that our clients get outstanding service.
Clarice Ho, BBA

Wealth Management Associate

Languages: French, English, Vietnamese

Linkedin

Clarisse has a bachelor of business administration with a specialization in finance from HEC Montréal. She has been working in the securities industry since 2020 and joined the Picotte Lefebvre Group in 2024. She has also completed the required regulatory training with the Canadian Securities Institute (CSI).

Her organizational skills and trustworthiness help the team manage its activities quickly and efficiently. She is fully committed to our clients and to offering impeccable service.