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Isabelle Lagacé, B.A., FCSI®, CIM®

Portfolio Manager, Senior Wealth Manager

T 418-862-4772

Linkedin Profil

Languages: French, English, Spanish

Biography

Ms. Lagacé holds a bachelor's degree in industrial relations and has earned designations as a Chartered Investment Manager (CIM®) and a Fellow of the Canadian Securities Institute (FCSI®), the highest distinction awarded in the financial services sector in Canada. Ms. Lagacé also received the title of portfolio manager in 2012.

She has more than 23 years' experience in the securities field and is also heavily involved in social causes.

Lagacé Boutin Pelletier Dumais Team

A global approach to wealth management tailored to you.

We're a multi-disciplinary team of 8 professionals with complementary training and experience. We pool our strengths and expertise to support our clients—families, retirees, business owners, professionals, agricultural producers and more—in achieving their life goals.

Mission

Our team is committed to providing the tailored investment and wealth management services that you and your family deserve. We're engaged in our community, and we listen carefully to our clients' specific needs. Our wealth management style considers your financial, professional and personal needs, as well as your life and retirement goals. Beyond investments and returns, our role as advisors is to get to know each of our clients well so we can support you through various life events.

Investment Philosophy

We offer a discretionary portfolio management solution for investors who want to delegate management to a trusted advisor while aiming to protect their principal and build value over the long term. The investment advisor plays a key role in managing the client's emotions. When markets fluctuate, it can sometimes be hard to stay the course. Our role is to keep our clients focused on their long-term goals.

What sets us apart

The world of investment, tax and wealth management can sometimes seem complex. Fortunately, you can rely on the shared knowledge and synergy of the Lagacé Boutin Pelletier Dumais Team. We take the time to understand your situation in detail and always keep on top of financial and economic news so that you can enjoy absolute peace of mind.

Values

Experience 
Competence 
Accessibility 
Integrity 
Distinctive, transparent services 
Commitment

Service Offer

A global wealth management approach tailored to you.

INVESTING

– Customized portfolio management
– Discretionary management
– Tax optimization

PLANNING

– Financial
– Retirement
– Tax
– Estate

INSURANCE AND RISK MANAGEMENT*

– Life
– Disability
– Annuities

RETIREMENT

– Retirement planning
– Estate planning
– Tax optimization
– Income splitting
– Annuities
– RRSPs, RRIFs, LIFs, LIRAs and TFSAs
– Locked-in retirement plans

BUSINESS OWNERS

– Business transfers*
– Commercial transactions* (acquisitions, sales, successions)
– Life insurance
– Tax strategies
– Tax-optimized portfolios for management companies
– Locked-in retirement plans

FAMILIES AND COUPLES

– RRSPs and TFSAs
– Education savings
– Financial planning
– Debt management
– Budgeting

FARMERS AND MAPLE PRODUCERS

– Business transfers*
– Commercial transactions* (acquisitions, sales, successions)
– Life insurance
– Tax strategies

HEALTHCARE PROFESSIONALS

– Business transfers*
– Cash flow and saving capacity projections
– Life insurance
– Tax strategies

FOUNDATIONS

– Portfolio management
– Investment policy implementation and monitoring
– Follow-ups and meetings with the board of directors
– Cash flow projection

ESTATES

– Estate planning
– Trust services*
– Philanthropy
– Trusts*

*Services offered in collaboration with or through Desjardins Securities Financial Services Inc., caisses or external professionals.

Biographies of my colleagues

  • Sophie Boutin, F. Pl

    Portfolio Manager, Senior Wealth Manager

    T 418-862-4574

    Languages: French, English

    Linkedin

    Ms. Boutin, an investment advisor, financial planner and holder of a certificate in administration and financial planning, has worked in the securities field for more than 20 years. She holds the titles of financial planner, financial security advisor and certified life insurer1.

    As a dynamic person, she is heavily committed to her clients and to her community.

    1. Through Desjardins Securities Financial Services or the Caisse network. Return to footnote 1 referrer
  • Bruno Pelletier, MBA

    Senior Wealth Manager

    T 418-860-4302

    Languages: French, English

    Linkedin

    Bruno Pelletier holds a Master of Business Administration (MBA) and a Bachelor of Economics from Concordia University. He began his career with Desjardins Group as a Commercial Account Manager in 1992, and joined Desjardins Securities in 1998. He has over 27 years' experience in the financial sector, and is actively involved with a number of non-profit organizations in the region.

  • Alex Dumais, M. Sc., BBA, CFA

    Wealth Manager

    T 418-862-4772 ext. 5031406

    Languages: French, English

    Linkedin

    Alex Dumais holds a Bachelor's degree in Business Administration, majoring in Finance, and a Master's degree in Finance from Université Laval, as well as the CFA designation. His name appears on the honour roll of Université Laval's Faculty of Business Administration for the exceptional quality of his academic record.

    He is both a travel enthusiast and a great athlete. He follows the stock markets daily with great attention to detail and rigor.
  • Mélanie Lagacé, CIWM, BBA, F. Pl

    Associate Wealth Management Advisor

    T 418-862-4772 ext. 5031405

    Languages: French, English

    Mélanie Lagacé holds a bachelor's degree in business administration, majoring in finance, and a certificate in financial planning. She has over 21 years' experience with Desjardins Group.

    She recently received an honourable mention from the Canadian Securities Institute after earning her Certified International Wealth Management (CIWM) designation. She achieved exceptional results, placing in the top 3 of the 2020–2021 cohort.

    In 2016, she received the Charles-Pelletier scholarship awarded to the person earning the highest results on the 2015 Institut québecois de planification financière final exams.

    Her human approach is well appreciated by clients.

  • Sandra Soucy,

    Wealth Management Associate

    T 418-862-4605

    Languages: French

    Sandra Soucy has been working for Desjardins Group since 1999 and with Desjardins Securities since 2012.

    Efficient and cheerful, Ms. Soucy supports investment advisors in all their activities. She offers outstanding customer service and rigorous follow-up.

  • Marilou Pelletier,

    Wealth Management Assistant

    T 418-862-4772 ext. 5032020

    Languages: French, English

    Marilou Pelletier has been with Desjardins Group since 1998 and with Desjardins Securities since 2016.

    She supports the investment advisors in their day-to-day activities and prepares reports before meetings. Appreciated for her attention to detail and discretion, she is also responsible for marketing and coordinating team events.

Location

Desjardins Securities at Rivière-du-Loup

315, boulevard Armand-Thériault,
Suite 100
Rivière-du-Loup (Québec) G5R 0C5

418-862-4772 Toll-free : 1-877-716-6660Fax : 418-862-5015

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