Gestionnaire Privé - Gestionnaire De Portefeuille Adjoint
Current
Sep 2019 - Present
AeroLeads people directory · profile
Benoit Lapointe Email & Phone Number
Gestionnaire Privé - gestionnaire de portefeuille adjoint at Gestion Privée Desjardins
at
Desjardins
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Gestionnaire Privé - gestionnaire de portefeuille adjoint at Gestion Privée Desjardins
Location
Lévis, Quebec, Canada
Company size
Who is Benoit Lapointe? Overview
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Quick answer
Benoit Lapointe is listed as Gestionnaire Privé - gestionnaire de portefeuille adjoint at Gestion Privée Desjardins at Desjardins, a company with 22515 employees, based in Lévis, Quebec, Canada. AeroLeads shows a matched LinkedIn profile for Benoit Lapointe.
Benoit Lapointe previously worked as Gestionnaire Privé - gestionnaire de portefeuille adjoint at Desjardins and Gestionnaire Privé at Desjardins. Benoit Lapointe holds Investissement, Cours Sur Le Commerce Des Valeurs Mobilières from Canadian Security Institute.
Company email context
Email format at Desjardins
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Desjardins
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Profile bio
About Benoit Lapointe
Mon rôle comme Gestionnaire Privée chez Gestion Privé Desjardins est d'écouter et de comprendre les besoins particuliers de la clientèle fortunée qui nous fait confiance. J'établis un lien privilégié avec mes clients qui me permet d'établir avec eux une stratégie financière personnalisée. Accompagné de l'équipe de professionnels de Gestion Privée Desjardins, je les accompagne lors de la mise en place de leur stratégie de gestion de placement, de gestion de patrimoine, de solutions bancaires, de planification successorale et d'optimisation fiscale.
Current workplace
Benoit Lapointe's current company
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Desjardins
5 roles · 16 years
Benoit Lapointe work experience
A career timeline built from the work history available for this profile.
Gestionnaire Privé
Présenter l'offre de service de Gestion Privée Desjardins, le gestionnaire de patrimoine de Desjardins. Accompagner la clientèle fortunée dans la mise en place de stratégies d'optimisation de leurs finances personnelles et assurer un suivi personnalisé pour les clients et leur famille après la mise en place de la stratégie.
Sep 2019 - Oct 2024
Conseiller Privé
Jan 2015 - Sep 2019
Planificateur Financier
Accompagner une clientèle de professionnels et d'entrepreneurs dans la mise en place de stratégies d'optimisation financière et de gestion de portefeuille.
2012 - 2015
~3 yrs
Planificateur Financier
Accompagner une clientèle de professionnels et d'entrepreneurs dans la mise en place de stratégies d'optimisation financière et de gestion de portefeuille.
2010 - 2012
~2 yrs
Team & coworkers
Colleagues at Desjardins
Other employees you can reach at desjardins.com. View company contacts for 22515 employees →
MT
Mélanie Tremblay B.A.A
Colleague at Desjardins
Canada, Canada
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JM
Julien Martin
Colleague at Desjardins
Laval, Quebec, Canada, Canada
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JM
Jacynthe Meunier
Colleague at Desjardins
Greater Montreal Metropolitan Area, Canada
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MD
Marco De Thomasis
Colleague at Desjardins
Montreal, Quebec, Canada, Canada
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AH
Audrey Houde
Colleague at Desjardins
Capitale-Nationale, Quebec, Canada, Canada
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RR
Rita Ricci
Colleague at Desjardins
Capitale-Nationale, Quebec, Canada, Canada
View →
MB
Majorie Beaupré
Colleague at Desjardins
Capitale-Nationale, Quebec, Canada, Canada
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DJ
Danielle Jacques
Colleague at Desjardins
Lévis, Quebec, Canada, Canada
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MD
Marie-Pier Doré
Colleague at Desjardins
St-Romuald, Quebec, Canada, Canada
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JB
Jade Breault
Colleague at Desjardins
St-Jean-Sur-Richelieu, Quebec, Canada, Canada
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Mélanie Tremblay B.A.A
Colleague at Desjardins
Canada, Canada
View →
JM
Julien Martin
Colleague at Desjardins
Laval, Quebec, Canada, Canada
View →
JM
Jacynthe Meunier
Colleague at Desjardins
Greater Montreal Metropolitan Area, Canada
View →
MD
Marco De Thomasis
Colleague at Desjardins
Montreal, Quebec, Canada, Canada
View →
AH
Audrey Houde
Colleague at Desjardins
Capitale-Nationale, Quebec, Canada, Canada
View →
RR
Rita Ricci
Colleague at Desjardins
Capitale-Nationale, Quebec, Canada, Canada
View →
MB
Majorie Beaupré
Colleague at Desjardins
Capitale-Nationale, Quebec, Canada, Canada
View →
DJ
Danielle Jacques
Colleague at Desjardins
Lévis, Quebec, Canada, Canada
View →
MD
Marie-Pier Doré
Colleague at Desjardins
St-Romuald, Quebec, Canada, Canada
View →
JB
Jade Breault
Colleague at Desjardins
St-Jean-Sur-Richelieu, Quebec, Canada, Canada
View →
4 education records
Benoit Lapointe education
Investissement, Cours Sur Le Commerce Des Valeurs Mobilières
Canadian Security Institute
Planification Financière, Planificateur Financier
Institut Québécois De Planification Financière (Iqpf)
Planification Financière, Certificat En Services Financiers
Bachelor’S Degree, Finance, General, Bachelier En Administration Des Affaires
FAQ
Frequently asked questions about Benoit Lapointe
Quick answers generated from the profile data available on this page.
What company does Benoit Lapointe work for?
Benoit Lapointe works for Desjardins.
What is Benoit Lapointe's role at Desjardins?
Benoit Lapointe is listed as Gestionnaire Privé - gestionnaire de portefeuille adjoint at Gestion Privée Desjardins at Desjardins.
Where is Benoit Lapointe based?
Benoit Lapointe is based in Lévis, Quebec, Canada while working with Desjardins.
What companies has Benoit Lapointe worked for?
Benoit Lapointe has worked for Desjardins, Banque Nationale Gestion Privée 1859, and Banque Nationale.
Who are Benoit Lapointe's colleagues at Desjardins?
Benoit Lapointe's colleagues at Desjardins include Mélanie Tremblay B.A.A, Julien Martin, Jacynthe Meunier, Marco De Thomasis, and Audrey Houde.
How can I contact Benoit Lapointe?
You can use AeroLeads to view verified contact signals for Benoit Lapointe at Desjardins, including work email, phone, and LinkedIn data when available.
What schools did Benoit Lapointe attend?
Benoit Lapointe holds Investissement, Cours Sur Le Commerce Des Valeurs Mobilières from Canadian Security Institute.
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