Équipe Marie-Eve Beaulieu is a Desjardins Wealth Management securities team focused on helping clients manage their wealth and portfolios in pursuit of their financial goals. Its approach combines personal attention, professional expertise and clear explanations, with recommendations tailored to each client’s profile and circumstances. The team offers support in financial and retirement planning, investments, estate planning, tax planning and optimization, wealth protection, financing, credit and transactional solutions. Its specialties include discretionary portfolio management and working with businesses and incorporated professionals.

Portfolio manager and wealth manager Marie-Eve Beaulieu brings more than 20 years of experience in finance. She holds a bachelor’s degree in business administration, with a finance concentration, from HEC Montréal, and the Chartered Investment Manager designation. The team emphasizes lasting client relationships, careful listening and a rigorous, personalized investment process designed to provide straightforward solutions focused on results. It also contributes to its community through Desjardins Securities’ partnership with the Montreal Canadiens Children’s Foundation, which promotes physical activity and healthy habits among young people in disadvantaged communities in Quebec.