Marco Levesque, MBA

Marco Levesque, MBA

  • Associate Director
  • Financial Advisor

My bio

My professional career began as a management consultant in the automotive industry, serving auto companies all over the globe for a large US/ International firm. After 11 years of service in that field, I decided to transition my skill set and focus my career on helping families like my own.

I entered the financial services industry 18 years ago. My focus has been on building a practice founded on comprehensive financial advice, based on an educative approach. I am extremely passionate about what I do, and it shows in the level of relationships I have with each of my clients.

I am proud of the business that I have built over these years and look forward to continue building on that foundation for many years to come.

With each family we work with, our aim is to serve their financial needs for a lifetime. My team and I look forward to the opportunity of doing the same for you.


My Family

As proud parents of three beautiful children, my wife Tania and I have been blessed. Being from the Maritimes, we are also proud to share our “down-home” traditions and values to our children and friends.

We are proud community members of Essex County and have been fortunate enough to travel all over this great province due to our children's very busy lives with extracurricular activities and sports.

I feel that if you are going to benefit from a great community, you have to be willing to give back. We have been heavily involved in the hockey community over the years, along with participating in lacrosse, horseback riding, soccer, gymnastics, and the arts. So as one could tell, we understand the busy live families have become conditioned to these days.

In my business practice and in life, family is number one. Period. By providing money “know-how”, I am proud to be helping clients do absolutely everything they can for their families.

3990 Wildwood Drive
Windsor, ON  N8N 0B6

Phone: 519-737-1188
Cell: 519-890-1097
Fax: 519-737-1886

marco.levesque@dfsin.ca

Backed by a team of experienced professionals, which may include financial planners, notaries, lawyers and tax experts, I'll do more than a basic review with you — I'll consider every aspect of your financial security, including:

  • Establishing a personal budget
  • Reviewing your investments
  • Evaluating any insurance needs
  • Determining if you can reduce your taxes
  • Planning your retirement
  • Understanding your estate wishes, and any legal matters

After this process, I'm certain you'll have a clear picture of your finances, perhaps discovering opportunities you never thought were available to you.

 

My professional practice is characterized by the values I hold dear:

  • Integrity and loyalty
  • Availability and independence
  • Professionalism and skill
  • Exceptional service

I bring these values to every relationship in my practice.

When it comes to my practice, discipline is always my top priority. I've completed the necessary licensing requirements and always pursue professional skills and training so that I can put the latest industry knowledge to work for you. Desjardins Financial Security Independent Network ensures strict adherence to professional standards, obligations and regulations.

I decided to work under the banner of Desjardins Financial Security Independent Network, one of the largest distribution networks of financial products and services in Canada, because I have access to many different financial companies. This allows me to make objective recommendations that are best suited to you and your situation.

Desjardins Financial Security Independent Network is a partner of Desjardins, the leading cooperative financial group in Canada, which gives my network proven financial stability and unmatched support.

Research has shown that there's real value in financial advice and that it provides an undeniable advantage to investors.

  • Households that have had an advisor for 15 years or more accumulate 290% more in assets (3.9 times more) than households that haven't1.
  • Households that have an advisor have 2.1 times more financial assets than households that don't2.
  • Investors that have an advisor are more confident and more likely to have a comfortable retirement if they've received financial advice for at least 10 years3.
  • Advisors can help investors manage their emotions, which can add approximately 1.5% to portfolio returns4.

Desjardins Financial Security Independent Network and its counterpart in Quebec and New Brunswick, SFL Wealth Management, form a network of financial product and service distributers that focus on wealth management. We personalize our service offer to meet your changing needs. No matter the goals you set or the unexpected situations you face, the independent advisors affiliated with our network can help you develop a financial strategy. You can count on the stability of Desjardins, the leading cooperative financial group in Canada, the support of a multi-disciplinary team of financial professionals and their freedom to choose from the best offers available in the market.

1 © 2016, Claude Montmarquette and Nathalie Viennot-Briot, The Gamma Factor and the Value of Financial Advice, https://www.cirano.qc.ca/files/publications/2016s-35.pdf.

2 Jon Cockerline, PhD., New Evidence on the Value of Financial Advice, IFIC, 2012

3 IFIC. The Value of Advice Report, 2012.

4 VANGUARD. The Added Value of Financial Advisors, Toronto, 2014 and IFIC/POLLARA Inc. Canadian Mutual Fund Investors' Perceptions of Mutual Funds and the Mutual Fund Industry, Toronto, 2013.