Meet the team

Daniel Valmont is a Senior Wealth Advisor and Chartered Strategic Wealth Professional with over 30 years of experience guiding individuals and families through complex financial decisions.

He works closely with a select group of clients, taking a long‑term, highly personalized approach to wealth management—one that integrates investments, planning, and life priorities into a coherent strategy.

Clients value Daniel not only for his experience, but for his role as a thoughtful, steady presence in their financial lives, someone who listens carefully, communicates clearly, and approaches every relationship with trust and mutual respect at its core.

Beyond his advisory work, Daniel values family, perspective, and thoughtful decision‑making principles that shape both his personal life and professional approach. His commitment to endurance sports and mindfulness practices reflects a disciplined, resilient mindset—qualities he brings to long‑term client relationships built on trust, clarity, and mutual respect.

Accreditions:

Certified International Wealth Manager (CIWM)
Fellow of CSI (FCSI®)
Chartered Investment Manager (CIM®)
Certified Professional Consultant on Aging (CPCA®)
Options Licensing Course (OLC)
Futures Licensing Course (FLC)

Zachary is a Wealth Advisor and Portfolio Manager with the Valmont Malkoske Group at National Bank Financial. With more than 15 years of experience in the wealth management industry, Zachary is a CFA charterholder and also holds the title of Financial Planner with the IQPF.

What Zachary continues to enjoy most about wealth management is that no two days, and no two client situations, are quite the same. Investing and financial markets have always been a strong interest, but he is equally drawn to the practical side of the profession: helping clients make sound financial decisions and seeing the tangible impact those decisions can have over time.

Zachary believes a strong advisory relationship starts with a clear understanding of where the client wants to go. From there, his role is to help navigate the financial decisions required to get there, particularly when changing circumstances or uncertainty make the right path less obvious. His work extends beyond managing investments to helping clients think through broader financial decisions and coordinating with accountants, lawyers and other specialists when their expertise is required.

Above all, Zachary wants clients to feel confident that their financial affairs are well looked after and that they have someone they can rely on when important decisions arise.

Outside the office, Zachary enjoys spending time with family and friends. He is married with two children and a golden retriever, and enjoys golfing, snowboarding and camping. For Zachary, these are activities that are enjoyable on their own, but even better when shared with good company.

Jessica Osorio brings over 25 years of customer service experience, including more than 15 years with National Bank Financial, where she joined in 2010 and became a member of the Valmont‑Malkoske Group in 2011.

Dedicated to delivering an outstanding client experience, Jessica focuses on building long‑term, trusted relationships. She is known for her proactive approach, consistently looking for ways to improve processes and simplify interactions to better serve clients. Driven by efficiency and precision, she challenges the status quo to find client‑focused solutions and ensures that every request, whether simple or complex—is handled with care and attention to detail.

Beyond her professional role, Jessica is deeply motivated by a genuine desire to help others, a value that guides her both in and outside of the workplace.

Fluent in spoken and written English, French, and Spanish, Jessica supports a diverse client base with clarity and ease. She has a strong interest in history, enjoys spending quality time with family, and loves attending concerts.