Yves Lapalme
Senior Wealth Manager
T 819-772-1956
Languages: French, English
Biography
A graduate in business administration from La Cité Collégiale, Mr. Lapalme has also completed the Canadian Securities Course as well as the planning course from the Canadian Securities Institute. He is a qualified investment advisor who helps people move toward fulfilling their financial goals.
With more than 17 years in the financial services field, he has always focused on excellence and the quality of his work in building his reputation. In-depth knowledge of his clients and sound judgment enable him to create portfolios that meet their investment goals in the short, medium and long term.
His experience as an investment advisor has given him a solid understanding of stock markets and has involved him in trading various types of securities, including bonds, stocks, mutual funds and exchange-traded funds. His approach focuses on prudence, planning for fulfilment of financial and estate goals, minimization of tax impacts and diversification and strategic allocation of assets.
His clientele consists of people who have substantial portfolios, but especially people seeking personalized professional advice to manage their assets more effectively.
Yves Lapalme Team
Working as a team for 17 years, serving affluent and high-net-worth people in the Outaouais region. Although our clientele is varied, it consists mostly of families who have run businesses and for whom prosperity is a value transmitted from generation to generation.
Mission
Investing for the future,
Optimizing the present.
Investment Philosophy
Our approach focuses on acquiring wealth in the long term, with an emphasis on the following elements:
- Asset allocation (the markets are unpredictable over the long term);
- Risk reduction for investors;
- Rigorous control of management fees.
Portfolios are put together based on an approach that reconciles long-term goals and short-term opportunities.
What sets us apart
We offer our clients innovative investment strategies, focused on meeting precise goals: this is investing for the future...
We build financial plans with our clients, inspired by their lifestyles and aspirations, plans that take taxation, the family and accumulated wealth into account. We propose coherent and realistic strategies: this is optimizing the present...
Values
We seek to establish with each clients a long-term business relationship based on trust, in keeping with some basic principles:
Integrity and confidentiality: We follow every aspect of our profession's and our employer's codes of ethics. We pay very close attention to the information gathered from our clients.
Discipline, rigour and consistency: We set performance goals with our clients in keeping with their comfort zone. Each action must be pertinent. A performance goal is not necessarily a guarantee of yield.
Courtesy and good will: We offer friendly, attentive service while meeting the highest standards of quality and professionalism.
Locations
Desjardins Securities at Hawkesbury
290B McGill Street
Hawkesbury (Ontario)
K6A 1P8
819-772-2221 Toll-free : 1-888-772-2411Fax : 819-772-8071
Route List of wealth managersDesjardins Securities at Ottawa
1173 Cyrville Road, 2nd Floor
Ottawa (Ontario)
K1J 7S6
613-745-2123Fax : 613-745-2723
Route List of wealth managersDesjardins Securities at Gatineau
880 de la Carrière Boulevard, Suite 200
Gatineau (Québec)
J8Y 6T5
819-772-2221 Toll-free : 1-888-772-2411Fax : 819-772-8071
Route List of wealth managers