Valerie Moore, CFP^®, BBA, CIM^®

Wealth Manager

T 819-772-1933

Languages: French, English

Biography

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.

Schwaar Yelle Moore Group

Team web site

Excellence Accreditation

Excellence accreditation attests that the wealth manager's practice meets the highest standards of quality in order to offer you an unparalleled experience in meeting your financial needs. This distinction is awarded exclusively to Desjardins Securities wealth managers who participate in a continuous development and improvement program.

Our team of professionals consists of five members: three investment advisors and two advisors’ assistants. We serve a clientele located mainly in the Ottawa, Sudbury and Niagara-Welland areas and across Eastern Ontario. Our target clientele comprises investors wishing to establish long-term business relationships, seeking professional investment advice and looking for a quality portfolio to provide them with recurring income.

We aim to serve investors wishing to establish long-term business relationships, seeking professional investment advice and looking for a quality portfolio to provide them with recurring income.

Mission

Making a contribution to clients’ financial lives and helping them maintain their financial independence through highly professional asset management.

Investment Philosophy

Our investment philosophy is based on sound diversification among all asset categories, based on various investor profiles. It is intended to generate adequate income levels for our clients to be financially independent, regardless of stock market fluctuations.

What sets us apart

We assure you of principled and professional portfolio management in keeping with an overall view of your financial position. Our goal is not only to ensure reasonable growth of your assets but also to aim for a steady income that will let you fulfil your lifetime goals regardless of uncertainties on the financial markets. Our highly accessible and attentive team provides top-of-the-line customer service.

Values

Our values guide our conduct not only in portfolio management but in every aspect of our relationship of trust with our clients. Seven values stand out:

ethics;
rigour;
professionalism;
attentiveness;
simplicity;
transparency; and
courtesy.

This sets the basis for developing our investment strategies, always in line with each client’s investor profile, specific needs and risk tolerance. All our portfolios are built according to a rigorous methodology, with prudence foremost at every step. We believe that conclusive results are achieved over the long run and that putting our clients’ interest first at all times ensures our success.

Service Offer

Our approach is intended to help our clients achieve and maintain financial independent. This is done through a full service offering and advice that encompasses every financial aspect of life from investment management to retirement, tax and estate planning^{Footnote 1}.

Notes

Through Desjardins Securities Financial Services or the Caisse network.

Biographies of my colleagues

Vincent Schwaar, CIM^®

Portfolio Manager, Senior Wealth Manager

T 819-772-1928

Languages: French, English
- 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.
Full details
Marie-Eve Yelle, B. COM., CIM^®

Portfolio Manager, Senior Wealth Manager

T 819-772-1929

Languages: French, English

Linkedin
- 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.
Full details
Danielle Antoun,

Assistant Wealth Management Advisor

T 819-772-1942

Languages: French, English, Arab
- 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

T 819-772-1960

Languages: French, English
- 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.
Dominic Fortin, BBA, F. Pl

Assistant Wealth Management Advisor

T 819-772-2816

Languages: French, English
- 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.
Camille Maisonneuve,

Wealth Management Associate

T 819-772-1960

Languages: French, English
- 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.