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Lily Labelle, FCSI®, CIM®

Portfolio Manager, Wealth Manager

T 450-671-2359

Linkedin Profil

Languages: French, English

Biography

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.

Lily Labelle Team accréditation excellence

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:

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.

  1. Through Desjardins Securities Financial Services or the Caisse network. Return to footnote 1 referrer

Biographies of my colleagues

  • Marie-Eve Beaulieu, BBA, CIM®

    Portfolio Manager, Wealth Manager

    T 450-671-3797

    Languages: French, English

    Linkedin

    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.

  • Mélodie Turgeon, B.Sc.

    Wealth Management Associate

    T 450-671-7450 ext. 5032036

    Languages: French, English

    Mélodie Turgeon has a bachelor's degree in criminology from Université de Montreal. She joined Desjardins in 2019. In 2021, she completed the Canadian Securities Course (CSC®) and joined the Lily Labelle team.

    Mélodie uses her professionalism and meticulous approach to always provides quality service when managing the administrative aspect of the team's day-to-day. Eager to build on her knowledge, Mélodie continues to follow professional development courses. She's currently completing the Wealth Management Essentials (WME®) course by the Canadian Securities Institute (CSI).

Location

Desjardins Securities at Brossard

Quartier DIX30 - Le Square
9120, boul. Leduc, bureau 205
Brossard (Québec) J4Y 0L3

450-671-6788 Toll-free : 1-888-883-4588Fax : 450-671-6280

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