Wealth Manager
T 450-377-3732
Languages: French, English
Ms. Dumont oversees customer service and is responsible for 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.
Excellence accreditation attests that the investment advisor'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 investment advisors 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.
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.
Their goal is to generate a performance that matches or exceeds that of the market while applying effective risk management.
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
Rigour and discipline characterize the Vazzoler-Dumont Team's approach.
Why do smart people show confidence in the experts in the Vazzoler-Dumont Team at every stage of their lives?
Because every client is unique. Because you are unique!
Portfolio Manager, Senior Wealth Manager
T 450-377-3764
Languages: French, English, Italian
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.
Associate Advisor
T 450-377-0100
Languages: French, English
Mr. Farallo holds a bachelor’s degree in Finance from Université du Québec à Montréal. Before joining us, he 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.
Investment Assistant
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.
Advisor Assistant
T 450-671-6788 ext. 5032013
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.
Advisor Assistant
T 450-377-3764 ext. 5021564
Languages: French
Among her many responsibilities on our team, Sophie is in charge of administrative tasks, including opening accounts, handling transfers and scheduling meetings with clients.
Her attention to detail and excellent customer service skills makes her an important asset to our team. She brings a wealth of ideas and a strong sense of teamwork from her years working in a number of different industries.Advisor Assistant
T 450-377-3764 ext. 5021564
Languages: French, English
825, boulevard Monseigneur-Langlois
150 Suite
Salaberry-de-Valleyfield (Québec)
J6S 1B8
450-377-3595 Toll-free : 1-800-925-3053Fax : 450-377-3188
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Quartier DIX30 - Le Square
9120, boul. Leduc, bureau 205
Brossard (Québec)
J4Y 0L3
450-671-6788 Toll-free : 1-888-883-4588Fax : 450-671-6280
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