Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Senior Wealth Advisor & Portfolio Manager
Speech bubble picto

English, French

Daniel Valmont is a Senior Wealth Advisor and a Chartered Strategic Wealth Professional. With over 25 years of industry experience, Daniel guides both individuals and families in their personal finances. He prides himself in building strong, long-lasting relationships with a select group of clients in order to deliver the highest quality service. His core values of trust, communication and mutual respect underlie everything he does.

Wealth Advisor & Portfolio Manager
Wealth Advisor & Portfolio Manager
Speech bubble picto

English, French

Wealth Advisor & Portfolio Manager with the Valmont-Chamandy-Malkoske Group at National Bank Financial, Zachary has over 15 years of experience in the wealth management industry. Zachary is also a CFA Charterholder, as well as holding the title of Financial Planner with the IQPF.

With his keen interest in investing and financial markets, Zachary looks at multiple factors in designing and implementing portfolios to meet his clients unique situations. Outside the office Zachary enjoys engaging in outdoor activities with his family such as snowboarding, golfing, and camping.

Jessica Osorio


Dan Vesler

Wealth Associate

Contact us

Get contact information for our team members and find out where our offices are.