Vazzoler Dumont Farallo Advisory Group
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
450-377-3764 Phone number of Louis Vazzoler. This link opens your phone app.
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
- Bachelor’s degree in business administration, marketing major, Université du Québec à Montreal
- Chartered Investment Manager designation from the Canadian Securities Institute
Louis has worked in the financial services industry since 1999. Before joining Desjardins Securities, he served as a branch manager and sales director for a major Canadian financial institution. He has also held the position of vice-president of sales and marketing at one of Canada’s largest private wealth management firms.
As a portfolio manager, Louis is responsible for developing and implementing effective investment strategies.
LinkedIn profile External link.
Phone
450-377-3764 Phone number of Louis Vazzoler. This link opens your phone app.
Sonia Dumont
CIM®
Portfolio Manager
Wealth Manager
450-377-3732 Phone number of Sonia Dumont. This link opens your phone app.
CIM®
Portfolio Manager
Wealth Manager
- Chartered Investment Manager designation from the Canadian Securities Institute
Sonia oversees governance and all investment management transactions, ensuring clients have access to the complete range of services we offer. She creates a personal meeting schedule for each client and carefully monitors their wealth management plan.
Additionally, Sonia organizes various activities to foster strong client relationships.
LinkedIn profile External link.
Phone
450-377-3732 Phone number of Sonia Dumont. This link opens your phone app.
Alexandre Farallo
BBA, CIM®
Wealth Manager
450-377-0100 Phone number of Alexandre Farallo. This link opens your phone app.
BBA, CIM®
Wealth Manager
- Bachelor’s degree in finance, Université du Québec à Montréal
- Chartered Investment Manager designation from the Canadian Securities Institute
Before joining the team, Alexandre gained valuable experience at a reputable Canadian private wealth management firm.
His attention to detail and deep understanding of client needs are significant assets. With his curiosity, passion for learning and strong analytical skills, our portfolio mangers can rely on Alexandre’s support to implement effective investment strategies tailored to clients’ objectives.
Phone
450-377-0100 Phone number of Alexandre Farallo. This link opens your phone app.
Chantal Lanciault
F.Pl.
Associate Wealth Management Advisor
450-377-8804 Phone number of Chantal Lanciault. This link opens your phone app.
F.Pl.
Associate Wealth Management Advisor
Chantal previously worked at Desjardins Signature Service Haut-Richelieu–Yamaska. She is a certified financial planner with more than 25 years of experience in the financial services industry.
Her expertise empowers our team to provide exceptional service, helping clients manage their wealth and achieve long-term financial goals.
Phone
450-377-8804 Phone number of Chantal Lanciault. This link opens your phone app.
Francis Perron
BBA
Assistant Wealth Management Advisor
450-377-3595 Phone number of Francis Perron. This link opens your phone app., ext 5462944
BBA
Assistant Wealth Management Advisor
Mr. Perron has been with Desjardins since 2021, offering clients both wealth-management and tax-optimization strategies. In his attentive approach with clients, he shares his expertise and advice. They benefit from a deeper understanding of finances as well as personalized financial solutions to help them reach their goals.
Phone
450-377-3595 Phone number of Francis Perron. This link opens your phone app., ext 5462944
Cédrik Cappelli
BBA, F.Pl.
Financial Planner
450-671-6788 Phone number of Cédrik Cappelli. This link opens your phone app., ext 5032291
BBA, F.Pl.
Financial Planner
- Bachelor’s degree in business administration, marketing specialization, from HEC Montréal
- Financial Planner designation (F.Pl.) from the Institute of Financial Planning
Since 2004, Cédrik has been building his expertise in wealth management for both businesses and individuals. With experience at several Canadian investment firms and banks, he has the insights needed to understand his clients’ financial situations and to support them with their financial plans.
Phone
450-671-6788 Phone number of Cédrik Cappelli. This link opens your phone app., ext 5032291
Isabelle Nadeau
Wealth Management Assistant
450-377-3764 Phone number of Isabelle Nadeau. This link opens your phone app.
Wealth Management Assistant
Phone
450-377-3764 Phone number of Isabelle Nadeau. This link opens your phone app.
Karine Branchaud
Wealth Management Assistant
450-377-3764 Phone number of Karine Branchaud. This link opens your phone app.
Wealth Management Assistant
Phone
450-377-3764 Phone number of Karine Branchaud. This link opens your phone app.
Kayla Berniqué
Wealth Management Assistant
450-377-3764 Phone number of Kayla Berniqué. This link opens your phone app.
Wealth Management Assistant
Phone
450-377-3764 Phone number of Kayla Berniqué. This link opens your phone app.
Véronique Parisien
Wealth Management Assistant
450-377-3764 Phone number of Véronique Parisien. This link opens your phone app., ext 5032755
Wealth Management Assistant
Phone
450-377-3764 Phone number of Véronique Parisien. This link opens your phone app., ext 5032755
Vanessa Labonté
Wealth Management Assistant
450-377-3764 Phone number of Vanessa Labonté. This link opens your phone app., ext 5032307
Wealth Management Assistant
Phone
450-377-3764 Phone number of Vanessa Labonté. This link opens your phone app., ext 5032307
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
Senior Financial Planning Advisor
Sonia Jolette
Financial Security Advisor
Stéphane Thibault
Senior Tax Advisor
Branch information
Valleyfield
825 Monseigneur-Langlois Boulevard
Suite 150
Salaberry-de-Valleyfield QC J6S 1B8
Directions External link.
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 External link.
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.
