LePoidevin Group

LePoidevin Group | Experience is the Difference. 

The LePoidevin Group was founded by David LePoidevin and has offices in both Vancouver and Toronto. David LePoidevin's financial career began at the bond trading desk in 1986 and after decades as a top-ranked Investment Advisor, David formed the LePoidevin Group in 2008. Now managing over $1.7B client assets, The LePoidevin Group is a committed team of like-minded Investment Advisors, Portfolio Managers, Market Research Analysts, Traders and Administrative Associates dedicated to helping clients and their families pursue and attain financial success. 

An unparalleled track record of exceptional client service. 
 

As Seen On 

Our investment ideas, financial planning strategies and advisory insights have been featured in various publications and media including the following:

Awards & Accolades

Collective achievements in recognition of stellar client satisfaction and retention - 

• Canaccord Genuity - Chairman's Council (2016, 2017, 2018, 2019, 2020)
• Canaccord Genuity - Presidents Club (2016, 2017, 2018, 2019, 2020)
• National Bank Financial - Chairman's Club (2000 - 2015)
• National Bank Financial - Presidents Club (2015)
• National Bank Financial - Investment Advisor of the Year (2011, 2012, 2013) 
• National Bank Financial - Portfolio Management Excellence (2012, 2013)

Our Services 

We provide access to the following suite of holistic wealth management services that can help coordinate, consolidate, and simplify your financial life.

• Discretionary Portfolio Management 
• Comprehensive Financial Planning
• Retirement Planning
• Wealth & Estate Planning 

Who We Are

Our team's unparalleled service, financial planning proficiency, and unwavering integrity have created long-lasting personal relationships with our clients.