Portfolio Manager, Wealth Manager
T 450-377-3732
Languages: French, English
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.
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.
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 Wealth Management Advisor
T 450-377-0100
Languages: French, English
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.
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.
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.
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.
Wealth Management Assistant
Languages: French, English
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.
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.
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.
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.
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
Route List of wealth managers