Our Team
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.
-
Yves Lefebvre MBA, CIM®
Portfolio Manager, Senior Wealth Manager
- 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.
-
Sylvie Picotte LL.L
Wealth Manager
- 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.
-
Benjamin Picotte Lefebvre D.E.S.S., B.Sc., RIAC
Wealth Manager
- 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.
-
Michèle Racine B.Sc.
Assistant Wealth Management Advisor
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
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
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.