Marie-Eve Beaulieu, BBA, CIM^®

Portfolio Manager, Wealth Manager

T 450-671-3797

Languages: French, English

Biography

Ms. Beaulieu has worked in the financial field for more than 15 years. She holds a Bachelor of Business Administration degree in Finance from the HEC Montréal as well as the Chartered Investment Manager designation. Ms. Beaulieu is an organized and structured person. She shares the vision of the portfolio manager, which is to listen to clients in order to identify their needs, while bearing in mind their personal goals.

Lily Labelle Team

Team web site

Excellence Accreditation

Excellence accreditation attests that the wealth manager's practice meets the highest standards of quality in order to offer you an unparalleled experience in meeting your financial needs. This distinction is awarded exclusively to Desjardins Securities wealth managers who participate in a continuous development and improvement program.

Mission

Offering each of our clients the chance to build a secure future through our human approach, our expertise and our concern for making information understandable.

We also seek to develop a long-term relationship and an environment of trust with each of our clients.

Investment Philosophy

Integrity in complying with the investor profile forms the cornerstone of our philosophy. This same notion leads us to apply our disciplined and customized process at all times, providing simple solutions that are easy to understand and that focus on performance and on fulfilment of your goals.

What sets us apart

We are a team of keen experts who work with you and for you at every stage of your life so that you can fulfil your goals and ensure a quality future.

Values

Attentiveness and an understanding of your personal, professional and financial situation form the basis of our business relationships.
Accordance with the guidelines set out in your investor profile is what determines your investment plan at all times.
Trust between us is vital and requires great transparency from us. We take the time needed to make sure you understand the information we send you.
Discipline in our work, leading to fulfilment of every stage of your wealth management plan, is our hallmark. This enables us to manage market realities more effectively and to remain focused on your investment goals. We are proud to share these values with you and for them to lie at the heart of our everyday work.

Service Offer

We offer a full range of wealth management services:

Planning
Investment
Succession^{Footnote 1}
Taxation
Insurance^{Footnote 1}
Banking solutions

We cover all these aspects through what we call our “evolutionary approach,” and we work in collaboration with the professionnels around you. When required in some areas of expertise, we call upon carefully selected professionals and stay alongside you in your contacts with them.

Notes

Through Desjardins Securities Financial Services or the Caisse network.

Biographies of my colleagues

Lily Labelle, FCSI^®, CIM^®

Portfolio Manager, Wealth Manager

T 450-671-2359

Languages: French, English

Linkedin

Ms. Labelle is a Fellow of CSI, the highest distinction in the financial industry, and holds the Chartered Investment Manager designation.

With more than 22 years of experience in the financial industry, she has the expertise and knowledge to satisfy her clients' needs. A team player, she never hesitates to turn to external professionals.

Ms. Labelle listens closely to others and places great value on human relationships. She dedicates herself to forging lasting ties with each of her clients in order to help them achieve their financial goals.

Full details
Hélène Groulx,

Wealth Management Assistant

T 450-671-3430

Languages: French, English
- Holds a diploma in office administration
- With Desjardins Securities since 2012
Hélène is responsible for providing administrative support to the team.
Équipe de notaires,

Languages: French, English

Collaborators | Desjardins Wealth Management

GENEVIÈVE FOREST

Geneviève Forest is a notary and serves as a senior estate planning advisor at Desjardins Wealth Management.

GENEVIÈVE D’AMOURS

Geneviève D'Amours, who has been a notary since 2009, serves as a senior estate planning advisor at Desjardins Wealth Management.

AMANDINE BOURILLON, D.S.N.

Amandine Bourillon has completed studies in notarial law in both France and Quebec and is a senior estate planning advisor at Desjardins Wealth Management.

ANDRÉ AUCLAIR

André Auclair is a notary and serves as a senior estate planning advisor at Desjardins Wealth Management.

CATHERINE BEAUCHAMP

Catherine Beauchamp is a notary and is currently a team leader and senior estate planning advisor at Desjardins Wealth Management.
Laurent Poirier, BSc Economics, F. Pl

Financial Security Advisor

Languages: French, English

Collaborators | Desjardins Securities Financial services inc.

Laurent has a financial planner designation and a bachelor's degree in economic science from the Université de Sherbrooke. He has also worked as a financial security advisor in 2012 for the SFL network. In 2015, he joined Desjardins Financial Security (DFS) as a consultant and became a regional business development manager in 2017. In 2019, he continued his career at DFS in Vancouver, still as a regional sales director. Bringing back to Quebec in 2022, he took on the role of interim manager for the Product and Concept Expertise team at Desjardins Financial Security in Montreal, then joined Desjardins Securities Financial Services Firm to support Desjardins Securities' mass-affluent and high-net-worth clients.
Équipe de conseillers principaux en fiscalité,

Languages: French, English

Collaborators | Wealth Management

Jérôme Dostie-Bourgault

A lawyer by trade for over 10 years, Jérôme specialized in international taxation with a global professional services firm. He quickly turned his attention to individuals facing challenges abroad—particularly in the United States—whether in business or not.

Mathieu Pelletier

Mathieu has a master's degree in taxation and has been working as a tax specialist since 2016 after many years as a financial planner at Desjardins. As a tax specialist, Mathieu has helped business owners with every aspect of their business journey, from the earliest stages to the end of their career, including the sale or transfer of their business.

Stéphane Thibault

Stéphane is a chartered professional accountant with a master's degree in tax law. Over the last 15 years, he's gained solid expertise in Canadian and Quebec taxation. He developed in-depth knowledge of tax rules for individuals and businesses, as well as investment, savings and retirement vehicles.