Mathieu Lemay
About Mathieu Lemay
Mathieu Lemay is the Directeur Des Ventes Approche Retraite Et Retraite at Desjardins in Levis, Quebec, Canada, with over a decade of experience in financial planning and wealth management.
Current Title and Role
Mathieu Lemay is currently serving as the Directeur Des Ventes Approche Retraite Et Retraite at Desjardins in Levis, Quebec, Canada. In this position, he oversees sales strategies focused on retirement planning and associated services. He has held this role as part of his ongoing career with Desjardins.
Professional Experience at Desjardins
Mathieu Lemay has an extensive career at Desjardins, holding several key roles since at least 2011. His roles include Conseiller Gestion de Patrimoine from 2011 to 2013, Planificateur Financier from 2013 to 2015, and Directeur Développement des Affaires in 2015. This progression within the company underscores his growing expertise and leadership in financial planning and wealth management.
Educational Background
Mathieu Lemay has a robust educational background, enhancing his professional expertise. He holds a Master of Business Administration from Université de Sherbrooke and a Bachelor of Science from Concordia University, achieved between 2009 and 2012. Additionally, he completed training at the Canadian Securities Institute in 2010, further solidifying his credentials in financial services.
Expertise in Financial Planning and Wealth Management
With over a decade of experience, Mathieu Lemay has specialized in financial planning and wealth management. His tenure at Desjardins has seen him transition through various roles that contribute to his comprehensive understanding of financial strategies, client management, and sales development, specifically tailored to retirement planning.