Marie-Eve Beaulieu, BBA, CIM^®

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:

• Planning
• Investment
• Succession^{Footnote 1}
• Taxation
• Insurance^{Footnote 1}
• Banking solutions

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.