Yves Lessard, B.B.A., F. Pl.
Financial Planner and Mutual Fund Representative, Personalized Services
Yves Lessard holds a Bachelor of Business Administration from Université du Québec à Montréal (2003), a diploma from the Institut québécois de planification financière (1999) and completed the Canadian Securities Course (CSC) in 1991. He began his career at National Bank in 1990, where he held various positions, including financial advisor, personal banker and financial planner. In 2008, he joined Desjardins as a financial planner developer.
Mr. Lessard joined Services d’investissement FÉRIQUE in April 2011 as a financial planner and Mutual Fund Representative. His primary duty is to meet and help our clients manage their money and give them sound advice on taxation, insurance, estate planning and certain legal aspects. He brings many years of experience, a personalized approach and a keen sense of analysis to the organization.