Marketplace Access: Ri Advisor
Derek Levesque
Derek has worked with RBC for over 13 years since making a career change, half of this time with RBC as a Financial Planner. Recently moving to RBC Dominion Securities – Canada’s leading full-service investment management firm – in order to give his clients access to a greater breadth of market research, investment options, and a full range wealth management services.
A continuous learner who holds the industry designations of Certified Financial Planner (CFP), Personal Financial Planner (PFP), and Chartered Investment Manager (CIM). Derek has obtained licensing as a Life Insurance and A&S Insurance Agent to provide more options for his clients.
Derek has achieved the RIAC designation to continue to develop his skills with investments that consider the Environment, Social, and Corporate Governance (ESG) factors to both be able to better align investment portfolios with an individual’s personal values and better manage investment risk.
Using a collaborative approach with clients to ensure a Financial Plan is in place that addresses their retirement goals, estate plan, and uses different strategies that manage risk and improves their tax situation. Derek then meets and communicates regularly with clients to ensure that the plan is on track in light of changing financial goals and objectives.
David Vincent-Auger
Les valeurs Desjardins sont liées à notre nature coopérative. Elles guident les employés, les gestionnaires et les membres des conseils d’administration dans leurs décisions. Elles sont source de mobilisation et servent de cadre de référence pour inspirer les actions et assurer un sens et une cohérence au sein de l’organisation.
L’argent au service du développement humain
Chez Desjardins, nous considérons l’argent comme un moyen qui favorise l’autonomie et le développement des personnes et des collectivités.
L’intérêt de nos membres et clients est au cœur de toutes nos actions.
Morgan Leroy
Mitch Halickman
Patrick Garceau
Rachel Young
We offer full-service, independent financial planning and investment advice.
Andrew Kirsop
Cooperative based financial planning to put the client first.
Lynn Williams
At The Lifestyle Protector, our main aim is to be a safe-haven and guiding light to help you explore options and make positive progress towards your most cherished aims and aspirations.
There is immense value in comprehensive financial planning and good financial decision making. Independent research confirms higher levels of wealth, comfort and confidence is achieved by those who use professional advisors on an ongoing basis.
I’ve had a successful chartered accountancy career and an award-winning business career. I now own The Lifestyle Protector, a financial planning and wealth management firm headquartered in Vancouver, B.C. started by my father several decades ago.
With us, you receive both personalized, professional financial advice and access to quality wealth management solutions from some of Canada’s largest and most prestigious investment companies. We aim to provide you with market-leading financial advice, product knowledge and wealth management solutions so you make progress.