Lily Labelle Team
Desjardins Securities
About us
Our approach
We’re here to empower you to build a secure and prosperous future with clear, straightforward guidance from our experienced team.
Our investment philosophy
Your unique financial profile shapes our approach. We tailor solutions to your needs through a personalized process, delivering effective strategies that help you achieve your financial goals.
Community involvement
Since 2003, Desjardins Securities has proudly served as a frontline partner of the Montreal Canadiens Children's Foundation External link.. The foundation promotes physical activity and fosters healthy lifestyle habits among young people in underprivileged areas of Quebec. Supporting this meaningful cause is a privilege we deeply value.
Our approach to your financial success
Our range of services at Desjardins Securities
Make the most of Desjardins Securities’ expertise to plan and optimize your wealth or portfolio. We offer personalized solutions, including financial and retirement planning, investment strategies, estate planning, tax optimization, wealth and loan protection, credit and transactional services
Our team’s specialties
Discretionary portfolio management
Businesses
Incorporated professionals
Our team
- Team
- Partners
Team
Our team, trained to the highest industry standards, will go the extra mile to help you reach your financial goals. For personalized service, contact our wealth management experts.
Lily Labelle
FCSI®, CIM®
Portfolio Manager and Wealth Manager
FCSI®, CIM®
Portfolio Manager and Wealth Manager
Lily holds the highest distinction in the financial industry, Fellow of CSI, along with the Chartered Investment Manager title.
With over 22 years of experience, she possesses the expertise to meet her clients’ needs effectively.
A team player, she readily collaborates with external professionals. Attentive to others, Lily values human relationships and is dedicated to building lasting connections with each client to help them achieve their financial goals.
LinkedIn profile External link.
Phone
Marie-Eve Beaulieu
BBA, CIM®
Portfolio Manager and Wealth Manager
BBA, CIM®
Portfolio Manager and Wealth Manager
Marie-Eve has more than 20 years of experience in finance. She holds a bachelor’s degree in business administration with a specialization in finance from HEC Montréal, along with the Chartered Investment Manager designation. As a portfolio manager, she’s committed to understanding her clients’ needs and aligning investment strategies with their personal goals.
LinkedIn profile External link.
Phone
Alexandre Champoux
Assistant Wealth Management Advisor
450-671-6788 This link opens your phone app., ext 5032337
Assistant Wealth Management Advisor
For more than 10 years, Alexandre has made a name for himself in the financial sector. With a background in communications, he brings a unique perspective to finance through his passion for investing and his ability to simplify complex concepts. As a financial planner, he listens closely to his clients, builds lasting trust-based relationships, and expertly guides them toward a secure financial future.
Phone
450-671-6788 This link opens your phone app., ext 5032337
Partners
We work with skilled professionals
André Auclair
Notary
Amandine Bourillon
Notary
Geneviève D'Amours
Notary
Jérôme Dostie-Bourgault
Senior Tax Advisor
Geneviève Forest
Notary
Laurent Poirier
Financial Security Advisor
Stéphane Thibault
Senior Tax Advisor
Branch information
Brossard
2000 De l’Éclipse Street
11th Floor
Brossard QC J4Z 0S2
Directions Lien externe au site.
Phone
450-671-6788 Ce lien ouvre votre application de téléphonie.
1-888-883-4588 Ce lien ouvre votre application de téléphonie.
What sets us apart
Excellence accreditation
The Excellence Accreditation shows that our investment advisors meet the highest quality standards.
