Colella-Houle Team
Desjardins Securities
About us
Our approach
Partnering with our team means receiving personalized guidance and attention to detail. Your goals and well-being are central to our approach, and we’re committed to acting in your best interest to exceed expectations.
Our investment philosophy
Risk management and diversification by sector and region are at the heart of our investment philosophy. Whether you’re prioritizing capital security or growth, we offer innovative solutions designed to meet your investment goals while taking your risk tolerance into account.
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
Incorporated entrepreneurs and professionals in healthcare and legal sectors
Pre-retirees and retirees
Serving the Italian community
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.
Lorenzo Colella
Wealth Manager
514-876-7839 Phone number of Lorenzo Colella. This link opens your phone app.
Wealth Manager
- Has been working in the financial industry since 1994
- Joined Desjardins Securities as a wealth manager in 2011
- Expertise in options and derivatives strategies
Lorenzo plays a central role in our team’s investment strategy, overseeing asset allocation and designing portfolios with a strong focus on tax efficiency. His entrepreneurial background—having owned and operated a restaurant since the age of 24—gives him unique insight into the ambitions and challenges faced by business owners. Driven by a deep passion for the economy and stock markets, Lorenzo has built a practice dedicated to helping entrepreneurs turn their vision into financial success.
With extensive expertise in options and derivatives, he excels at implementing strategies that protect client assets during market downturns.
LinkedIn profile External link.
Phone
514-876-7839 Phone number of Lorenzo Colella. This link opens your phone app.
Wealth Manager
- Has been working in the financial industry since 2001
- Joined Desjardins Securities as a wealth manager in 2011
- Extensive experience with healthcare professionals through advisory work with a firm affiliated with the FMSQ, ACD, and APP
- Designated financial security advisor
Tomi’s role on the team involves proposing long-term investment strategies while optimizing every aspect of financial planning. He collaborates with external partners whenever needed to deliver comprehensive solutions. With deep insight into the financial realities of physicians, dentists, and pharmacists—combined with his expertise in financial services—he offers one of the most complete advisory experiences available to healthcare professionals in Québec.
LinkedIn profile External link.
Phone
514-876-7338 Phone number of Tomi Houle. This link opens your phone app.
Alexandru Barsan
Assistant Wealth Management Advisor
514-281-3464 Phone number of Alexandru Barsan. This link opens your phone app.
Assistant Wealth Management Advisor
- Has been working in the financial industry since 2020
- Joined Desjardins Securities in 2021
- Currently completing training with the Canadian Securities Institute (CSI) to deepen his expertise
- Pursuing further studies to become a certified financial planner
As part of our team, Alexandru mainly focuses on transactions and client experience. He delivers high-quality service and manages our clients’ files meticulously.
LinkedIn profile External link.
Phone
514-281-3464 Phone number of Alexandru Barsan. This link opens your phone app.
Carole Côté
Wealth Management Assistant
514-878-1441 Phone number of Carole Côté. This link opens your phone app., ext 5060912
Wealth Management Assistant
Phone
514-878-1441 Phone number of Carole Côté. This link opens your phone app., ext 5060912
Partners
We work with skilled professionals
André Auclair
Notary
Amandine Bourillon
Notary
Geneviève D'Amours
Notary
Jérôme Dostie-Bourgault
Senior Tax Advisor
Geneviève Forest
Senior Financial Planning Advisor
Alain Saint-Jacques
Business Transfer Coach
Vincent Sigouin-Marquis
Financial Planner
Stéphane Thibault
Senior Tax Advisor
Catherine Beauchamp
Notary
Claudee L'Heureux
Financial Planner
Marie-Pier Grégoire
Notary
Lina Morin
Notary
François Remete
Notary
Myriam Verreault
Notary
Frédérique Dinelle
Senior Tax Advisor
Mélanie Tremblay
Senior Tax Advisor
Branch information
Place Ville Marie
1 Place Ville-Marie
Suite 1970
Montreal QC H3B 0E8
Directions External link.
Phone
514-876-1441 This link opens your phone app.
1-866-876-1441 This link opens your phone app.
