Louis Vazzoler, MBA, BBA, CIM^®

Portfolio Manager, Senior Wealth Manager

T 450-377-3764

Languages: French, English, Italian

Biography

Master's degree in business administration and financial services, École des sciences de la gestion, Université du Québec à Montréal (UQAM)
Bachelor's degree in business administration and marketing, Université du Québec à Montréal (UQAM)
Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute

Mr. Vazzoler has worked in the financial services industry since 1999. Before joining Desjardins Securities, he held positions as branch manager and sales director for a major Canadian financial institution. He has also been vice-president, sales and marketing, at one of Canada's largest private wealth management companies.

As a Portfolio Manager, Mr. Vazzoler has the role of establishing investment strategies.

Vazzoler-Dumont Team

Team web site

Excellence Accreditation

Excellence accreditation attests that the wealth manager's practice meets 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 wealth managers who participate in a continuous development and improvement program.

The Vazzoler-Dumont Team is present in the Greater Montreal area with offices on the South Shore at Brossard and near the West Island at Salaberry-de-Valleyfield. The team is an rising force in wealth and portfolio management at Desjardins Securities.

Like the world we live in, financial markets have changed. The Vazzoler-Dumont Team has the skills and experience you need to find the best solutions for your investments and those of the people around you. For today and for tomorrow, the Vazzoler-Dumont Team's investment professionals have a firm grasp of all the modern asset management and wealth management tools.

The Vazzoler-Dumont Team offers ways of increasing your wealth with full peace of mind by adopting the most effective savings and investment strategies.

Mission

Through a rigorous, structured and effective approach, the Vazzoler-Dumont Team at Desjardins Securities provides highly personalized solutions in wealth and portfolio management to meet all the financial needs of its clients and the people around them at every stage of their lives.

Investment Philosophy

Their goal is to generate a performance that matches or exceeds that of the market while applying effective risk management.

What sets us apart

We work to design a personalized, long-term, tax-smart strategy that meets your financial needs.

We help you minimize income tax and penalties on the assets you leave to your loved ones.

We have a discretionary management service so transactions can be made quickly to take advantage of market fluctuations.

An Excellence accredited team

Values

Rigour and discipline characterize the Vazzoler-Dumont Team's approach.

Service Offer

Why do smart people show confidence in the experts in the Vazzoler-Dumont Team at every stage of their lives?

Professional across-the-board services
Customized solutions and strategies
Future-oriented visions and effective retirement plans
A rigorous and thoughtful approach at all times
Effective risk management
Capital growth with full peace of mind
Full product range at the lowest cost
Respect, attentiveness and transparency under every circumstance
A warm and courteous welcome every day

Because every client is unique. Because you are unique!

Biographies of my colleagues

Sonia Dumont, CIM^®

Portfolio Manager, Wealth Manager

T 450-377-3732

Languages: French, English

Linkedin
- Chartered Investment Manager (CIM^®) designation from the Canadian Securities Institute
Ms. Dumont is responsable for governance and all investment management transactions. She makes sure clients have access to all the services we offer, organizes regular client meetings and ensures wealth management plans are respected.

Ms. Dumont also organizes activities to ensure client satisfaction.
Full details
Alexandre Farallo, BBA, CIM^®

Associate Wealth Management Advisor

T 450-377-0100

Languages: French, English
- Bachelor's degree in finance, Université du Québec à Montréal (UQAM)
- Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute
Before joining us, Mr. Farallo worked for a well-known Canadian private wealth management firm.

His attention to detail and keen understanding of client needs are definite assets. Thanks to Alexandre’s curiosity, thirst for knowledge and strong analytical skills, our portfolio managers can count on his help to implement effective investment strategies for clients.
Chantal Lanciault, F. Pl

Associate Wealth Management Advisor

T 450-377-8804

Languages: French

Chantal was previously with Desjardins Signature Service Haut-Richelieu–Yamaska. She is a certified financial planner with more than over 25 years' experience in the financial services industry.

Chantal will help us continue to offer unparalleled service to our clients as we help them manage their wealth and reach their long-term financial goals.
Isabelle Nadeau,

Wealth Management Associate

T 450-377-3764

Languages: French, English

Isabelle oversees operational management for the team, and coordinates client activities and marketing initiatives.

As an Investment Assistant, she takes care to quickly respond to client requests, is attentive to their needs and offers a level of service that surpasses their expectations.

Isabelle is recognized by her peers and the management team for her exceptional customer service, strong sense of collaboration and unparalleled support.
Karine Branchaud,

Wealth Management Assistant

T 450-377-3764

Languages: French

Karine monitors the team's daily administrative processes. Her dynamic and professional approach contribute to significant gains in efficiency for the entire team.

She also ensures clients are satisfied and that our priorities reflect your best interest.
Kayla Berniqué,

Wealth Management Assistant

Languages: French, English

Kayla Berniqué works with Isabelle on day-to-day operations management and handles administration and marketing.
Alain Chevalier, MBA, F. Pl

Business Transfer Coach

Languages: French, English

Collaborator | Desjardins Securities Inc.

Alain Chevalier has over 45 years of experience in the banking industry. He has held different positions within companies involved in financial planning and advisory services.

By drawing on a coaching approach, he has been able to give a human dimension to his financial planning knowledge, and he has supported more than 1,000 business owners reflect on and carry out their plans to transfer or sell their business. Positioning himself as a coach, he works to ensure that all parties involved can collaborate to achieve a common goal.
Équipe de notaires,

Languages: French, English

Collaborators | Desjardins Wealth Management

GENEVIÈVE FOREST

Geneviève Forest is a notary and serves as a senior estate planning advisor at Desjardins Wealth Management.

GENEVIÈVE D’AMOURS

Geneviève D'Amours, who has been a notary since 2009, serves as a senior estate planning advisor at Desjardins Wealth Management.

AMANDINE BOURILLON, D.S.N.

Amandine Bourillon has completed studies in notarial law in both France and Quebec and is a senior estate planning advisor at Desjardins Wealth Management.

ANDRÉ AUCLAIR

André Auclair is a notary and serves as a senior estate planning advisor at Desjardins Wealth Management.

CATHERINE BEAUCHAMP

Catherine Beauchamp is a notary and is currently a team leader and senior estate planning advisor at Desjardins Wealth Management.
Sonia Jolette,

Financial Security Advisor

Languages: French, English

Collaborators | Desjardins Securities Financial services inc.

Sonia has over 27 years of experience in the financial industry, including several years as a partner in her own financial services firm, creating and developing a high-quality brokerage services. Sonia has been with Desjardins since 2013 and continues her mission of implementing financial strategies aimed at protecting and maximizing the wealth of her clients. Serving clients stand out from her listening skills, expertise and disciplined approach, providing tailored solutions that address their needs and concerns. Sonia leverages her skills, professionalism, professionalism and authenticity to put client first in her recommendations.
Équipe de conseillers principaux en fiscalité,

Languages: French, English

Collaborators | Wealth Management

Jérôme Dostie-Bourgault

A lawyer by trade for over 10 years, Jérôme specialized in international taxation with a global professional services firm. He quickly turned his attention to individuals facing challenges abroad—particularly in the United States—whether in business or not.

Mathieu Pelletier

Mathieu has a master's degree in taxation and has been working as a tax specialist since 2016 after many years as a financial planner at Desjardins. As a tax specialist, Mathieu has helped business owners with every aspect of their business journey, from the earliest stages to the end of their career, including the sale or transfer of their business.

Stéphane Thibault

Stéphane is a chartered professional accountant with a master's degree in tax law. Over the last 15 years, he's gained solid expertise in Canadian and Quebec taxation. He developed in-depth knowledge of tax rules for individuals and businesses, as well as investment, savings and retirement vehicles.