Services offered: Will & Estate planning
Valerie Hazelton
Valerie can help you determine what financial well-being means for you and build a personalized action plan to help you achieve what’s important in your life.
Whether it be investing sustainably, generating income for life or building a wealth legacy, Valerie will help turn your goals into accomplishments.
Alexander Toth
Alex brought his passion for efficiency and problem-solving to the financial industry in 2017. As an Investment Advisor, he finds it fulfilling to help clients navigate milestones, evolving needs, and market fluctuations so they can make informed decisions throughout their lives.
His background includes progressive roles in banking, credit, and investing at a leading Canadian financial institution. Prior to joining RBC Dominion Securities, Alex worked for a local niche asset management firm that worked closely with advisors from all investment firms. This gave him an understanding of how all the firms operate and where clients are best served.
With ongoing industry coursework, Alex complements his experience, unique perspective, and dedication to clients. He earned the Responsible Investment Advisor Certificate, the Certificate in ESG Investing, and Certifications in Advanced Investment and Financial Advice. He has also obtained the Chartered Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI). The FCSI designation is reserved for financial professionals that meet the highest standards for advanced education, ethical conduct, industry experience and endorsement from peers. Alex also maintains membership with the Responsible Investment Association of Canada.
Personally and professionally, Alex understands the complexities of cross-border needs and managing the wealth of self-employed professionals through living in California, Hong Kong, and Canada – and having a physician as a life partner.
Active in the community, Alex participates in numerous fundraising events, such as the Rotary Ride for Hearing to raise awareness and the Cypress Challenge to support pancreatic cancer research. He has also volunteered as a dog walker for the SPCA.
Outside of work, Alex enjoys spending time with his partner, Emma, and their young rescue dog, June. Together, they take part in outdoor pursuits, especially cycling and surfing.
Jakub Bundil
Nathalie Bérubé
Etienne Chaput
Kim Inglis
Brenda Horan
Jean-François Girard
Desjardins Securities is the brokerage firm of Desjardins Group, the largest cooperative financial group in Canada.
Following are the six key advantages that sets us apart from the competition:
1- Through our duly qualified wealth managers, you’ll have access to the largest pool of recognized wealth management specialists.
2- Since Desjardins is the second safest financial institution in the world, our brokerage firm guarantees you a highly secure environment.
3- Thanks to our exceptional Research Department, our wealth managers’ recommendations are always based on reliable data and detailed analyses.
4- To better respond to your investment needs, we offer you many exclusive products and services that can simplify your life.
5- Knowing that you don’t have a minute to waste on poorly designed online tools, we have made our secure site both user-friendly and efficient.
6- As Social commitment is an integral part of our values, each year we support many causes that contribute to the well-being of Quebec society.
Dana Fleming
Our process is dedicated to helping our families understand their current reality and clarify their future goals and vision. Once we have formulated a clear picture of their needs and wants, we determine how to best utilize their assets and opportunities to close the gap that lies between where they are now and where they wish to be. In short, our families define what they want their financial plan to look like, not us. The resulting plan will play a significant role in dictating our approach to growing and preserving their wealth.