Sonia Dumont, CIM^®

Wealth Manager

T 450-377-3732

Languages: French, English

Biography

Chartered Investment Manager (CIM^®) designation from the Canadian Securities Institute

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.

Vazzoler-Dumont Team

Team web site

Excellence Accreditation

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.

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

Louis Vazzoler, MBA, BBA, CIM^®

Portfolio Manager, Senior Wealth Manager

T 450-377-3764

Languages: French, English, Italian

Linkedin
- 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.
Full details
Alexandre Farallo, BBA

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.
Isabelle Nadeau,

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.
Karine Branchaud,

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.
Sophie Turcotte,

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.
Kayla Berniqué,

Advisor Assistant

T 450-377-3764 ext. 5021564

Languages: French, English

Kayla Berniqué works with Isabelle on day-to-day operations management and handles administration and marketing.