Our team

Our mission

To help you build a secure future thanks to our people-focused approach, our expertise and our ability to explain financial concepts in easy-to-understand terms. We are also committed to building a long-term relationship with you that’s based on trust.

Experts who listen to your life goals

Our goal is to work together as a team. That's why we make sure you have access to and understand all the information you need for financial planning and creating a wealth management plan. We do everything we can to help you achieve your investment goals, by tailoring our approach and finding the right strategies for your needs. That’s how we build strategic partnerships based on trust.

With you and for you at every stage of your life

Our team of experts is committed to helping you achieve financial success, and we believe that a long-term relationship is the best way to get there.

  • Lily Labelle FCSI®, CIM®

    Portfolio Manager, Wealth Manager

    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.

  • Marie-Eve Beaulieu BBA, CIM®

    Portfolio Manager, Wealth Manager

    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.

  • Hélène Groulx

    Wealth Management Assistant

    • Holds a diploma in office administration
    • With Desjardins Securities since 2012

    Hélène is responsible for providing administrative support to the team.

  • Équipe de notaires

    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

    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

    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.

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