Martin Lambert, MBA, Eng., CIM^®

Portfolio Manager, Investment Advisor

T 1-888-313-6150 ext. 5092008

Languages: French

Biography

Holder of a bachelor's degree from the École Polytechnique de Montréal
Holder of a master's degree in business administration from the Université de Sherbrooke
Has worked as an investment advisor since 1997
Chartered Investment Manager (CIM®)
Expertise in investment strategies and portfolio monitoring

Bégin-Lambert Group Portfolio Managers

Excellence Accreditation

Excellence accreditation attests that the investment advisor's services meet 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 investment advisors who participate in a continuous development and improvement program.

Get full personalized advice from professional investment advisors. Our team will help you make the best decisions.

Our service is perfectly suited to investors seeking an individual relationship with a devoted and professional investment advisor. You will receive full, personalized investment advice while taking part in the major decisions involving your portfolio.

The Bégin-Lambert Group will provide you with astute financial advice at every stage of your life. You will appreciate our advice, tailored to the needs and goals of you and your family. This all comes down to a personalized investment and retirement strategy.

Mission

Helping you optimize the seven aspects of wealth management, through Desjardins Securities Financial Services, caisses or outside partners.

Investment Philosophy

Our adaptive investment management and our tax-efficient solutions will help you fulfil your goals with full peace of mind.

What sets us apart

Our commitment consists of guiding you in a comprehensive wealth management approach, offering you adaptive investment management and tax-efficient solutions to help you fulfil your goals with full peace of mind.

Values

Expertise, rigour, empathy, integrity.

Service Offer

Investment management
Insurance^{Footnote 1}
Retirement planning^{Footnote 1}
Tax planning^{Footnote 1}
Estate planning^{Footnote 1}
Banking operations^{Footnote 1}
Philanthropy^{Footnote 1}

Notes

Through Desjardins Securities Financial Services or the Caisse network.

Biographies of my colleagues

Daniel Bégin, MBA, CIM

Portfolio Manager, Investment Advisor

T 1-888-313-6150 ext. 5092005

Languages: French, English

Linkedin
- Professional accountant's degree
- Master's degree in business administration
- Canadian Securities Institute investment advisor
- Investment advisor since 1997
- Expertise: business strategies and development
Full details
Julie Beausoleil,

Investment Assistant

T 1-888-313-6150 ext. 5091010

Languages: French
- Ms. Beausoleil holds a college diploma in accounting and management technology. She has been working for Desjardins Group since 2006.
- Expertise: administration and customer service.