Our team

Mission

"With their rigorous, structured and effective approach, the Vazzoler-Dumont Team of Desjardins Securities provides highly personalized solutions in wealth and portfolio management to meet all the financial needs of their clients and their families at each stage of their lives."

The Vazzoler-Dumont Team

Present in the Greater Montreal area, with office near the West Island in Salaberry-de-Valleyfield, the investment advisors of Desjardins Securities' Vazzoler-Dumont Team are a rising force in wealth and portfolio management at Desjardins Securities.

Like the world we live in, the financial markets have changed. The Vazzoler-Dumont Team has all the necessary skills and experience to find the best solutions for you and your family's investments.

The Vazzoler-Dumont Team's investment professionals have a firm grasp of all the modern asset management and wealth management tools to help grow your wealth today and in the future.

  • 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.

  • Alain Chevalier MBA, F. Pl

    Business Transfer Coach

    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.

  • Catherine Beauchamp

    Notary

    Catherine Beauchamp is a notary and is currently a team leader and senior estate planning advisor at Desjardins Wealth Management. In addition to her law degree, Ms. Beauchamp also holds a master's degree in taxation from Université de Sherbrooke and will complete the STEP Canada program in early 2024 to become a obtain the TEP designation. She has a certificate in psychology as well as a graduate diploma in the prevention and resolution of disputes. She is thus mindful of the range of family dynamics and ensures that the risk of family conflicts is minimized when planning an estate. She's passionate about making information accessible and sharing her knowledge. She also serves as a lecturer in the graduate program at Université du Québec à Montréal and in the master's program in notarial law at Université de Sherbrooke.

  • Sonia Jolette

    Financial Security Advisor

    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. 

  • Jérôme Dostie-Bourgault D.E.S.S., LL.B.

    Senior Tax Advisor

    A lawyer by trade for over 10 years with a master's degree in taxation, 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. Jérôme offers support to members and clients who relocate to or leave Canada as part of a temporary or permanent secondment, who want to transfer their pension funds to Canada or who have assets abroad that must be considered for specific tax reasons.

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