Benoit Lapointe

F.Pl.
Private Wealth Manager

About Benoit Lapointe

I have a Bachelor of Business Administration, finance concentration, and a certificate in financial services from Université Laval. I am also a certified Financial Planner (F.Pl.) with the Institut québécois de planification financière and have completed the Canadian Securities Course.

My professional background

Before joining Desjardins Private Wealth Management as a Private Wealth Manager in 2019, I was a private wealth advisor for approximately 5 years and, prior to that, a financial planner for a large company in the finance industry.

My role within your entourage

As a Private Wealth Manager, I am your main advisor. I therefore maintain a close relationship and daily contact with you. I have a perfect understanding of your needs and a broad picture of your financial affairs. When a specialist becomes involved, I make sure he or she meets each of the goals set out in your financial plan.

I work closely with the various specialists in your support team. Instead of each of us working independently to manage a single aspect of your financial affairs, we consider your financial picture as a whole. That means we take care of the professional, private and family aspects of your activities. This coordinated management style enables us to obtain optimal results.

I am highly skilled in the various strategies and management styles we offer investors. Furthermore, I have a solid understanding of the investment fund industry and leading portfolio management companies, both nationally and internationally. I also possess extensive knowledge of capital markets and of the various investment tools available on the market.

Your Info Area

Photo de Benoit Lapointe

Benoit Lapointe
F.Pl.
Private Wealth Manager

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