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Michael Labelle, MBA, Pl. Fin.

Investment Advisor and Financial Planner

Tel: 514-428-0889
Toll Free: 800-567-1170
Fax: 514-428-2930

Michael Labelle, MBA, Pl. Fin.
Karen Abel

Address
1 rue Holiday
Tour Ouest, Bureau 110
Pointe Claire, QC
H9R 5N3
Map

Contact Me

My Process

An experienced retirement income specialist

Since 1997, I have advised families and individuals on how to meet their need for predictable and tax efficient retirement income. I have the skills to provide clients with a comprehensive wealth management approach. I am a graduate of the McGill MBA program and have an Honors Degree in Economics. I am also a financial planner and a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc.

Retirement, financial independence or "shifting gears”

Retirement means different things to different people. The key to successful planning is to gain a detailed understanding of each person’s unique situation. Income planning goes far beyond investments; it involves developing a vision for the future, managing lifestyle expenses, evaluating the disposition of assets and other factors.

Investment philosophy

I am committed to providing superior advice and personalized solutions to help you make the right investment choices for your portfolio. My role is to identify top ranked money managers who have a consistent ability to target the best investment opportunities and potentially generate above average returns while managing risk. A key partner in my practice is the BMO Nesbitt Burns Portfolio Action and Research Team (PART). PART leverages BMO Capital Markets’ industry leading equity and economics research to bring relevant investment ideas and recommendations.

Service excellence

Building a solid lasting relationship with all my clients has been a pillar to my practice. Keeping clients informed is a top priority for me, and this means providing access to a wealth of educational materials, promptly returning phone calls and following up on administrative issues. More concretely, I regularly review goals, strategy and portfolio performance with my clients.