Lorenzo Colella
Wealth Manager
T 514-876-7839
Languages: French, English, Italian
Biography
Mr. Colella has more than 18 years’ experience as an investment advisor. Continuing with his ongoing professional development, he has completed the basic Canadian Securities Institute courses in securities, licences and options. His client base consists of affluent people, including many entrepreneurs, corporate executives and health care professionals.
Colella-Houle Team
Biographies of my colleagues
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Tomi Houle,
Wealth Manager
T 514-876-7338
Languages: French
Previously an advisor at Professionals Financial, a company offering specialized services to health care professionals, Mr. Houle supervised accounts totalling more than $90 million.
His role on the team is to put forth long-term investment strategies, optimizing every aspect of financial planning. For this purpose, he works jointly with a multidisciplinary teamFootnote 1. He maintains close relationships with medical and dental associations, hospitals and pharmacy franchises.
- Through Desjardins Securities Financial Services or the Caisse network.
- Through Desjardins Securities Financial Services or the Caisse network.
Location
Desjardins Securities at Place Ville Marie
1 Place Ville Marie
Suite 1970
Montréal (Québec)
H3B 0E8
514-876-1441 Toll-free : 1-866-876-1441Fax : 514-876-1106
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