What sets us apart

We listen to your needs

When we are developing an investment strategy for you, we make a point of getting to know you. To help you achieve your goals, we believe it’s important to understand every aspect of your personal, professional, financial and family life. Whether you’re interested in a hands-off or a hands-on approach, you can count on us to provide you with solid investment advice that meets your needs and expectations. With a constant focus on accessibility we will help you determine your investor profile.

Discretionary management for hassle-free investing

Thanks to our discretionary management service, we can take care of your investments for you, so you can focus on your day-to-day. You can count on Lily Labelle, who is recognized as an accredited portfolio manager by the Investment Industry Regulatory Organization of Canada (IIROC), to perform these tasks for you.

Our approach

I’m passionate about investing and helping people grow their assets. Thanks to our flexible approach, we are able to work with any other professionals you rely on to ensure your financial success. We can also consult a network of carefully selected professionals to help us help you, when needed.

— Lily Labelle

Uncompromising values

Attentiveness and an understanding of your personal, professional and financial situation form the basis of our business relationships.

We strive to put our everyday values to work for you. You can count on us to:

  • Make sure your investment plan reflects your investor profile
  • Be absolutely transparent to foster a relationship that’s built on mutual trust—we make sure you understand all the information we provide you with so you can make informed decisions
  • Be thorough every step of the way, by staying on top of market trends and focusing on your investment goals

Our community involvement

Lily Labelle is a proud supporter of the Montreal Canadiens Children’s Foundation

The Montreal Canadiens Children’s Foundation provides assistance and support to underprivileged children in Quebec. It also encourages underprivileged youth to adopt a healthy lifestyle and take part in physical activity.

Desjardins Securities has partnered with the Foundation for the last 17 years to support projects and initiatives that improve the quality of life of youth in Quebec. In April 2019, we donated $450,053 to the Foundation. Lily Labelle is proud to be one of Desjardins Securities’ major donors, helping to improve children’s lives.

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