Our Team

Our mission

Our mission is to improve our client’s financial health through comprehensive and personalized wealth management allowing them to remain financially independent.

Our team

The Schwaar Yelle Moore 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®

    Portfolio Manager, Senior Wealth Manager

    • Joined Desjardins Securities in 1999
    • Holds a Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute

    Vincent is passionate about financial markets and is naturally curious. He stays up to date financial news and has wide-ranging interests. He is involved in asset allocation decisions and investment strategies development.

    Vincent loves sports, particularly jogging and tennis. Being from Switzerland, he is an avid watchmaking enthusiast.

  • Marie-Eve Yelle B. COM., CIM®

    Portfolio Manager, Senior Wealth Manager

    • Joined Desjardins Securities in 2007
    • Has a bachelor of Commerce, with a specialization in accounting
    • Holds a Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute

    Marie-Eve is in charge of business development and has built a broad network of contacts and relationships with specialists. She's involved in investment strategy decision-making and develops financial and tax strategies based on her clients' priorities.

     

    She has received numerous accolades in the last few years:

    • Prix Philippe-Boivin, awarded to a person who has distinguished themselves through their leadership and communication skills with their peers
    • Finalist for the Top Under 40 Award by the Investment Industry Association of Canada in 2020
    • WP Awards finalist for The Advocis Award for Young Achiever of the Year in 2021

    As a member of the Lefaivre Lions Club since 2010, Marie-Eve is very involved in her community.

     

  • Valerie Moore CFP®, BBA, CIM®

    Wealth Manager

    • Joined Desjardins Securities in 2009
    • Holds a bachelor's degree in business administration, with a specialization in finance
    • Holds a Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute
    • Is a wealth Manager with Certified Financial Planner (CFP®) designation

    She's involved in decisions for developing investment strategies and provides personalized financial planning advice.

    Valerie is passionate about sports, including cycling, cross-country skiing and horseback riding. She also teaches fitness classes.

  • Danielle Antoun

    Assistant Wealth Management Advisor

    • Joined Desjardins Securities in 2009
    • Successfully completed Canadian Securities Institute's Canadian Securities Course

    Danielle is dedicated and efficient, supporting portfolio managers in implementing investment strategies. She is also the go-to person for all sorts of complex transactions. Her responsibilities include producing reports for clients and reconciling reports for tax specialists and accountants.

    A mother of 4, Danielle is very involved in family life. Yet she still finds time for Zumba classes.

  • Sandra Dallaire

    Wealth Management Assistant

    • Joined Desjardins Securities in 2020
    • Has been an advisor assistant since 2020, with over 30 years' experience in administrative services, accounting and customer service

    Sandra is a cheerful, dynamic person who enjoys listening to clients and supporting wealth managers in their work. She's a key resource for our clients. She ensures every client has an outstanding experience by providing them with top-notch service from the outset of the business relationship.

    Sandra is a generous and caring person who enjoys taking care of her loved ones. She surrounds herself with friends and family and readily joins her husband in renovation and building projects.

  • Camille Maisonneuve

    Wealth Management Associate

    • Joined Desjardins Securities in 2021
    • Was a personal finance advisor within the Desjardins caisse network
    • Successfully completed Canadian Securities Institute's Canadian Securities Course

    Camille is a cheerful and discreet person, and is responsible for setting up appointments and preparing meetings with wealth managers. She follows up on transactions stemming from the meetings. Her organizational and listening skills mean she always does her work with the utmost thoroughness and care.

    Camille enjoys knitting, cooking and spending time with her family. She also loves her dogs, Stella and Bear.

  • Dominic Fortin BBA, F. Pl

    Assistant Wealth Management Advisor

    • Joined Desjardins Securities in 2022
    • Was a wealth management advisor within the Desjardins caisse network
    • Holds a Financial Planner designation from the Institut québécois de planification financière

    Dominic supports wealth managers in preparing meetings and investment proposals. He also ensures that recommended strategies are implemented. His enthusiasm and energy mean he always does his work with the utmost thoroughness and care.

    Dominic enjoys playing ball, tinkering around the house and spending time with friends.

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