Vazzoler-Dumont Team
Desjardins Securities
About us
Our approach
We prioritize attentive listening, accessibility and education to tailor our services to your needs. This commitment fosters a transparent and enduring partnership. Our human, family-oriented approach empowers us to assist you in managing your assets and achieving your financial goals.
Our investment philosophy
Our team is defined by rigour and discipline in our investment practices. Our aim is to generate returns that meet or exceed market performance while effectively managing risk. We’ll implement your financial plan with personalized support and tax strategies.
Community involvement
Our team contributes to fundraising campaigns and organizations such as the Montreal Canadiens Children’s Foundation External link and Leucan External link.. Every year, we collect new and gently used winter clothing to donate to local elementary schools in disadvantaged areas.
Our approach to your financial success
Our range of services at Desjardins Securities
Make the most of Desjardins Securities’ expertise to plan and optimize your wealth or portfolio. We offer personalized solutions, including financial and retirement planning, investment strategies, estate planning, tax optimization, wealth and loan protection, credit and transactional services.
Our team’s specialties
Discretionary portfolio management
Incorporated professionals and agricultural entrepreneurs
Communications
Quarterly financial newsletter
Our quarterly newsletter offers insights into the Canadian and global economies, along with a strategic overview of your portfolio’s asset allocation.
Transaction information
Get a summary of transactions in your discretionary management account, including clear explanations of our buy and sell decisions.
Our team
- Team
- Partners
Team
Our team, trained to the highest industry standards, will go the extra mile to help you reach your financial goals. For personalized service, contact our wealth management experts.
Louis Vazzoler
MBA, BBA, CIM®
Portfolio Manager, Senior Wealth Manager
Alexandre Farallo
BBA, CIM®
Associate Wealth Management Advisor
Chantal Lanciault
F.Pl.
Associate Wealth Management Advisor
Partners
We work with skilled professionals
André Auclair
Notary
Amandine Bourillon
Notary
Alain Chevalier
Business Transfer Coach
Geneviève D'amours
Notary
Jérôme Dostie-Bourgault
Senior Tax Advisor
Geneviève Forest
Notary
Sonia Jolette
Financial Security Advisor
Stéphane Thibault
Senior Tax Advisor
Branch information
Salaberry-de-Valleyfield
825 Monseigneur-Langlois Boulevard
Suite 150
Salaberry-de-Valleyfield QC J6S 1B8
Directions Lien externe au site.
Phone
450-377-3595 Ce lien ouvre votre application de téléphonie.
1-800-925-3053 Ce lien ouvre votre application de téléphonie.
Brossard
2000 De l’Éclipse Street
11th Floor
Brossard QC J4Z 0S2
Directions Lien externe au site.
Phone
450-671-6788 Ce lien ouvre votre application de téléphonie.
1-888-883-4588 Ce lien ouvre votre application de téléphonie.
What sets us apart
Excellence accreditation
The Excellence Accreditation shows that our investment advisors meet the highest quality standards.
