Our mission is to improve our client’s financial health through comprehensive and personalized wealth management allowing them to remain financially independent.
The Schwaar-Yelle Group is a highly professional bilingual team of financial advisors working to establish long-term relationships built on trust with its clients in Ontario and Quebec.
With more than 30 years of experience, our dedicated team members have the skills to complement one another.
Vincent Schwaar CIM®
An investment advisor with Desjardins Securities since 1999, Mr. Schwaar holds the title of Chartered Investment Advisor (CIM®). He has also been a member of the Desjardins Securities President’s Club since 2000, an honorary distinction intended to emphasize the outstanding performance and contribution of the firm’s advisors.
Mr. Schwaar has a passion for financial markets and stays constantly in tune with economic news and current affairs in general. His many areas of research and reading serve to validate and renew his investment ideas on a continuous basis.
On the team, he oversees stock recommendations, market analysis and rigorous news monitoring. He is also in charge presenting service offers and of meetings with clients.
Marie-Eve Yelle B. COM., CIM®
An investment advisor at Desjardins Securities since 2007, Ms. Yelle holds a bachelor’s degree in commerce, with a major in accounting, from the University of Ottawa. She has also completed a professional training program to earn her designation as a Chartered Investment Manager (CIM®).
On the team, Ms. Yelle is primarily responsible for business development and the relationship with the Caisses as well as backing Vincent Schwaar in stock recommendations. She also looks after applying the strategies established in investment statements for each of our clients and takes part in periodic portfolio reviews.
Valerie Moore BBA
An investment advisor since 2011, Ms. Moore has been a member of the team since 2009. The holder of a bachelor’s degree in business administration with a finance major from Bishop’s University, she has also completed the Canadian Securities Course.
She is in charge of ensuring personalized follow-up among clients. She contacts clients to inform them of the various options available when portfolios are being rebalanced. She also handles regular file updates and is responsible for various account management functions.
Danielle has worked at Desjardins Securities since 2009 and has completed the Canadian Securities Course. Her main role is to provide administrative support for the entire team.
Danielle is in charge of opening accounts and overseeing transfers. She prepares files for meetings and is actively involved with our clients.
Sandra Dallaire has been an advisor assistant since 2020. She has over 28 years' experience in administrative services, making her an asset to the team and our clients.
Sandra is responsible for preparing files for client meetings and providing administrative support to the entire team. She is warm and professional and delivers outstanding customer service by always putting client needs first.