Our team

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  • Louis Vazzoler MBA, BBA, CIM®

    Portfolio Manager, Senior Wealth Manager

    • 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.

  • Sonia Dumont CIM®

    Portfolio Manager, Wealth Manager

    • 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.

  • Alexandre Farallo BBA, CIM®

    Associate Wealth Management Advisor

    • 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

    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

    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

    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

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